JPM — JP MORGAN CHASE & CO COM

Ownership history in STEPHENS INC /AR/  ·  100 quarters on record

This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in JP MORGAN CHASE & CO COM (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.

Peak position
1.67% (2025 Q4)
Avg. % of fund
0.5%
First filed
2001 Q1
Last filed
2025 Q4
Quarters held
100
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 414,791 +18,052 +4.6% 1.67% $133.8M $320.77
2025 Q3 ADDED 396,739 +12,961 +3.4% 1.59% $125.1M $312.49
2025 Q2 ADDED 383,778 +8,353 +2.2% 1.53% $111.3M $285.83
2025 Q1 REDUCED 375,425 -3,135 -0.8% 1.35% $92.1M $240.37
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% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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