McElhenny Sheffield Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.63M | Buy |
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|
2025
Q2 | $2.31M | Sell |
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|
2025
Q1 | $1.96M | Sell |
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|
2024
Q4 | $1.92M | Buy |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $1.11M | Hold |
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|
2022
Q3 | $864K | Hold |
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|
2022
Q2 | $931K | Hold |
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.37M | Buy |
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