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JPMorgan Chase & Co. shares owned by Helen Stephens Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Helen Stephens Group from 13F filings

Historical chart of Helen Stephens Group investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Helen Stephens Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 5.4k 200.31
2023-12-31 $926k 5.4k 170.09
2023-09-30 $266k 1.8k 145.01
2023-06-30 $264k 1.8k 145.45
2023-03-31 $234k 1.8k 130.34
2022-12-31 $224k 1.7k 134.08
2022-03-31 $240k 1.8k 136.52
2021-12-31 $278k 1.8k 158.13