A detailed history of Helen Stephens Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Helen Stephens Group, LLC holds 4,511 shares of JPM stock, worth $1.1 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,511
Previous 4,640 2.78%
Holding current value
$1.1 Million
Previous $938,000 1.28%
% of portfolio
0.29%
Previous 0.33%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$194.9 - $224.8 $25,142 - $28,999
-129 Reduced 2.78%
4,511 $950,000
Q2 2024

Jul 10, 2024

SELL
$180.08 - $204.79 $128,216 - $145,810
-712 Reduced 13.3%
4,640 $938,000
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $15,539 - $18,627
-93 Reduced 1.71%
5,352 $1.07 Million
Q4 2023

Jan 16, 2024

BUY
$135.69 - $170.3 $489,569 - $614,442
3,608 Added 196.41%
5,445 $926,000
Q3 2023

Oct 30, 2023

BUY
$143.21 - $158.0 $3,007 - $3,318
21 Added 1.16%
1,837 $266,000
Q2 2023

Aug 04, 2023

BUY
$127.47 - $145.44 $2,549 - $2,908
20 Added 1.11%
1,816 $264,000
Q1 2023

Apr 18, 2023

BUY
$124.91 - $143.8 $15,488 - $17,831
124 Added 7.42%
1,796 $234,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $170,477 - $230,468
1,672 New
1,672 $224,000
Q2 2022

Jul 26, 2022

SELL
$112.61 - $135.91 $197,968 - $238,929
-1,758 Closed
0 $0
Q4 2021

Jan 26, 2022

BUY
$153.94 - $171.78 $270,626 - $301,989
1,758 New
1,758 $278,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $713B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Helen Stephens Group, LLC Portfolio

Follow Helen Stephens Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Helen Stephens Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Helen Stephens Group, LLC with notifications on news.