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McElhenny Sheffield Capital Management’s JPMorgan Chase JPM Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.74M Sell
8,372
-967
-10% -$300K 0.68% 9
2026
Q1 		$2.75M Buy
9,339
+169
+2% +$51.3K 0.68% 11
2025
Q4 		$2.95M Buy
9,170
+834
+10% +$258K 0.72% 12
2025
Q3 		$2.63M Buy
8,336
+353
+4% +$105K 0.62% 13
2025
Q2 		$2.31M Sell
7,983
-6
-0.1% -$1.53K 0.62% 14
2025
Q1 		$1.96M Sell
7,989
-35
-0.4% -$8.92K 0.73% 11
2024
Q4 		$1.92M Buy
8,024
+10
+0.1% +$2.33K 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% +$1.17K 0.57% 14
2024
Q1 		$1.63M Buy
8,121
+91
+1% +$16.4K 0.58% 15
2023
Q4 		$1.37M Sell
8,030
-2
-0% -$303 0.56% 15
2023
Q3 		$1.16M Sell
8,032
-321
-4% -$48.1K 0.59% 15
2023
Q2 		$1.21M Sell
8,353
-4
-0% -$550 0.52% 17
2023
Q1 		$1.09M Buy
8,357
+87
+1% +$11.9K 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% -$3.69K 0.39% 27
2021
Q4 		$1.31M Sell
8,295
-77
-0.9% -$12.6K 0.49% 21
2021
Q3 		$1.37M Buy
+8,372
New +$1.31M 0.62% 14

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

McElhenny Sheffield Capital Management's JPM Position: Q2 2026 in Review

McElhenny Sheffield Capital Management reduced its JPMorgan Chase (JPM) stake by 10% in Q2 2026, selling an estimated $300K and leaving 8,372 shares worth $2.74M. The position accounts for 0.68% of the portfolio, ranked #9.

McElhenny Sheffield Capital Management first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.95M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McElhenny Sheffield Capital Management held 8,372 shares of JPMorgan Chase worth $2.74M as of Q2 2026.
  • McElhenny Sheffield Capital Management sold 967 JPMorgan Chase shares in Q2 2026, an estimated $300K.
  • JPMorgan Chase made up 0.68% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #9 holding.
  • McElhenny Sheffield Capital Management first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • McElhenny Sheffield Capital Management's JPMorgan Chase position peaked at $2.95M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.