Ownership history in Stephens Consulting, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Stephens Consulting, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 8,045 | +162 | +2.1% | 0.84% | $2.6M | $320.77 |
| 2025 Q3 | REDUCED | 7,883 | -818 | -9.4% | 0.85% | $2.5M | $312.49 |
| 2025 Q2 | ADDED | 8,701 | +906 | +11.6% | 0.60% | $2.5M | $285.83 |
| 2025 Q1 | ADDED | 7,795 | +31 | +0.4% | 0.48% | $1.9M | $240.37 |
| 2024 Q4 | REDUCED | 7,764 | -5 | -0.1% | 0.47% | $1.9M | $233.69 |
| 2024 Q3 | REDUCED | 7,769 | -27 | -0.3% | 0.42% | $1.6M | $204.31 |
| 2024 Q2 | REDUCED | 7,796 | -84 | -1.1% | 0.45% | $1.6M | $194.90 |
| 2024 Q1 | REDUCED | 7,880 | -89 | -1.1% | 0.48% | $1.6M | $191.89 |
| 2023 Q4 | REDUCED | 7,969 | -34 | -0.4% | 0.46% | $1.4M | $161.96 |
| 2023 Q3 | REDUCED | 8,003 | -15 | -0.2% | 0.47% | $1.2M | $137.07 |
As of 2025 Q4 — sorted by position size