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Stephens Consulting, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stephens Consulting, LLC on JPM, newest first. How the timeline and the estimate are built.

Stephens Consulting, LLC held 8,045 JPM shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 8,045 shares
    Change vs previous 13F +162 shares

    0.84% of the 13F portfolio, value $2,592,214.

    13F-HR 0001961632-26-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 7,883 shares
    Change vs previous 13F -818 shares

    0.86% of the 13F portfolio, value $2,486,386.

    13F-HR 0001961632-25-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 8,701 shares
    Change vs previous 13F +906 shares

    0.6% of the 13F portfolio, value $2,522,600.

    13F-HR 0001961632-25-000004 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 7,795 shares
    Change vs previous 13F +31 shares

    0.48% of the 13F portfolio, value $1,912,212.

    13F-HR 0001961632-25-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 7,764 shares
    Change vs previous 13F -5 shares

    0.47% of the 13F portfolio, value $1,860,999.

    13F-HR 0001842787-25-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 7,769 shares
    Change vs previous 13F -27 shares

    0.42% of the 13F portfolio, value $1,638,128.

    13F-HR 0001961632-24-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 7,796 shares
    Change vs previous 13F -84 shares

    0.45% of the 13F portfolio, value $1,576,854.

    13F-HR 0001961632-24-000005 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 7,880 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,578,328.

    13F-HR 0001961632-24-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).