McElhenny Sheffield Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
7,983
-6
| -0.1% | -$1.74K | 0.62% | 14 |
|
|
2025
Q1 | $1.96M | Sell |
7,989
-35
| -0.4% | -$8.59K | 0.73% | 11 |
|
|
2024
Q4 | $1.92M | Buy |
8,024
+10
| +0.1% | +$2.4K | 0.64% | 13 |
|
|
2024
Q3 | $1.69M | Sell |
8,014
-113
| -1% | -$23.8K | 0.55% | 13 |
|
|
2024
Q2 | $1.64M | Buy |
8,127
+6
| +0.1% | +$1.21K | 0.57% | 14 |
|
|
2024
Q1 | $1.63M | Buy |
8,121
+91
| +1% | +$18.2K | 0.58% | 15 |
|
|
2023
Q4 | $1.37M | Sell |
8,030
-2
| -0% | -$340 | 0.56% | 15 |
|
|
2023
Q3 | $1.16M | Sell |
8,032
-321
| -4% | -$46.6K | 0.59% | 15 |
|
|
2023
Q2 | $1.21M | Sell |
8,353
-4
| -0% | -$582 | 0.52% | 17 |
|
|
2023
Q1 | $1.09M | Buy |
8,357
+87
| +1% | +$11.3K | 0.57% | 23 |
|
|
2022
Q4 | $1.11M | Hold |
8,270
| – | – | 0.51% | 24 |
|
|
2022
Q3 | $864K | Hold |
8,270
| – | – | 0.66% | 28 |
|
|
2022
Q2 | $931K | Hold |
8,270
| – | – | 0.43% | 26 |
|
|
2022
Q1 | $1.13M | Sell |
8,270
-25
| -0.3% | -$3.41K | 0.39% | 27 |
|
|
2021
Q4 | $1.31M | Sell |
8,295
-77
| -0.9% | -$12.2K | 0.49% | 21 |
|
|
2021
Q3 | $1.37M | Buy |
+8,372
| New | +$1.37M | 0.62% | 14 |
|