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.
| 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 |
| 2024 Q4 | ADDED | 378,560 | +11,130 | +3.0% | 1.27% | $90.7M | $233.69 |
| 2024 Q3 | ADDED | 367,430 | +81,467 | +28.5% | 1.10% | $77.5M | $204.31 |
| 2024 Q2 | ADDED | 285,963 | +12,240 | +4.5% | 0.88% | $57.8M | $194.90 |
| 2024 Q1 | ADDED | 273,723 | +14,629 | +5.6% | 0.85% | $54.8M | $191.89 |
| 2023 Q4 | REDUCED | 259,094 | -4,800 | -1.8% | 0.76% | $44.1M | $161.96 |
| 2023 Q3 | REDUCED | 263,894 | -17,168 | -6.1% | 0.73% | $38.3M | $137.07 |
As of 2025 Q4 — sorted by position size