Stephens Investment Management Group LLC: JPM position timeline

Stephens Investment Management Group LLC held 438,978 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 438,978 shares

   Change vs previous 13F +14,908 shares

   1.61% of the 13F portfolio, value $143,982,378.

   13F-HR 0000757657-26-000017 filed by STEPHENS INC /AR/
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 424,070 shares

   Change vs previous 13F +9,279 shares

   1.56% of the 13F portfolio, value $125,064,266.

   13F-HR 0000757657-26-000013 filed by STEPHENS INC /AR/
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 414,791 shares

   Change vs previous 13F +18,052 shares

   1.67% of the 13F portfolio, value $133,846,492.

   13F-HR 0000757657-26-000003 filed by STEPHENS INC /AR/
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 396,739 shares

   Change vs previous 13F +12,961 shares

   1.59% of the 13F portfolio, value $125,143,470.

   13F-HR 0000757657-25-000022 filed by STEPHENS INC /AR/
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 383,778 shares

   Change vs previous 13F +8,353 shares

   1.53% of the 13F portfolio, value $111,261,032.

   13F-HR 0000757657-25-000019 filed by STEPHENS INC /AR/
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 375,425 shares

   Change vs previous 13F -3,135 shares

   1.35% of the 13F portfolio, value $92,091,703.

   13F-HR 0000757657-25-000012 filed by STEPHENS INC /AR/
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 378,560 shares

   Change vs previous 13F +11,130 shares

   1.27% of the 13F portfolio, value $90,744,619.

   13F-HR 0000757657-25-000004 filed by STEPHENS INC /AR/
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 367,430 shares

   Change vs previous 13F not available

   1.1% of the 13F portfolio, value $77,476,274.

   13F-HR 0001314440-24-000016 filed by STEPHENS INC /AR/
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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