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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Quarterly reported holdings in JPMorgan Chase & Co. by Helen Stephens Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.8k | 315.45 |
| 2025-06-30 | $1.4M | 4.8k | 289.92 |
| 2025-03-31 | $1.1M | 4.6k | 245.30 |
| 2024-12-31 | $1.1M | 4.5k | 239.72 |
| 2024-09-30 | $951k | 4.5k | 210.86 |
| 2024-06-30 | $939k | 4.6k | 202.26 |
| 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 |