SCM
Shelton Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
39,188
+514
| +1% | +$149K | 0.26% | 98 |
|
|
2025
Q1 | $9.49M | Sell |
38,674
-56,949
| -60% | -$14M | 0.23% | 111 |
|
|
2024
Q4 | $22.9M | Sell |
95,623
-7,002
| -7% | -$1.68M | 0.57% | 29 |
|
|
2024
Q3 | $21.6M | Buy |
102,625
+13,191
| +15% | +$2.78M | 0.56% | 32 |
|
|
2024
Q2 | $18.1M | Sell |
89,434
-5,544
| -6% | -$1.12M | 0.49% | 41 |
|
|
2024
Q1 | $19M | Sell |
94,978
-13,787
| -13% | -$2.76M | 0.54% | 39 |
|
|
2023
Q4 | $18.5M | Sell |
108,765
-2,479
| -2% | -$422K | 0.59% | 29 |
|
|
2023
Q3 | $16.1M | Sell |
111,244
-3,129
| -3% | -$454K | 0.59% | 30 |
|
|
2023
Q2 | $16.6M | Buy |
114,373
+34,035
| +42% | +$4.95M | 0.6% | 30 |
|
|
2023
Q1 | $10.5M | Buy |
80,338
+45,938
| +134% | +$5.99M | 0.44% | 52 |
|
|
2022
Q4 | $4.61M | Sell |
34,400
-37,111
| -52% | -$4.98M | 0.48% | 44 |
|
|
2022
Q3 | $7.47M | Buy |
71,511
+168
| +0.2% | +$17.6K | 0.36% | 77 |
|
|
2022
Q2 | $8.03M | Buy |
71,343
+1,100
| +2% | +$124K | 0.36% | 71 |
|
|
2022
Q1 | $9.58M | Buy |
70,243
+273
| +0.4% | +$37.2K | 0.35% | 65 |
|
|
2021
Q4 | $11.1M | Buy |
69,970
+16,557
| +31% | +$2.62M | 0.39% | 53 |
|
|
2021
Q3 | $8.74M | Sell |
53,413
-2,036
| -4% | -$333K | 0.34% | 62 |
|
|
2021
Q2 | $8.63M | Buy |
55,449
+5,890
| +12% | +$916K | 0.33% | 64 |
|
|
2021
Q1 | $7.54M | Sell |
49,559
-6,015
| -11% | -$916K | 0.26% | 84 |
|
|
2020
Q4 | $7.06M | Sell |
55,574
-69,139
| -55% | -$8.79M | 0.32% | 62 |
|
|
2020
Q3 | $12M | Buy |
124,713
+47,241
| +61% | +$4.55M | 0.5% | 35 |
|
|
2020
Q2 | $7.29M | Sell |
77,472
-3,329
| -4% | -$313K | 0.4% | 48 |
|
|
2020
Q1 | $7.28M | Sell |
80,801
-50,651
| -39% | -$4.56M | 0.53% | 34 |
|
|
2019
Q4 | $18.3M | Sell |
131,452
-50,530
| -28% | -$7.04M | 1.01% | 13 |
|
|
2019
Q3 | $21.4M | Buy |
181,982
+5,400
| +3% | +$636K | 1.26% | 12 |
|
|
2019
Q2 | $19.7M | Buy |
176,582
+158,989
| +904% | +$17.8M | 1.14% | 12 |
|
|
2019
Q1 | $174K | Sell |
17,593
-147,901
| -89% | -$1.46M | 0.69% | 22 |
|
|
2018
Q4 | $16.2M | Buy |
165,494
+43,801
| +36% | +$4.28M | 1.1% | 14 |
|
|
2018
Q3 | $13.7M | Sell |
121,693
-735
| -0.6% | -$82.9K | 0.78% | 24 |
|
|
2018
Q2 | $12.8M | Sell |
122,428
-11,153
| -8% | -$1.16M | 0.79% | 22 |
|
|
2018
Q1 | $14.7M | Sell |
133,581
-1,004
| -0.7% | -$110K | 0.96% | 15 |
|
|
2017
Q4 | $14.4M | Sell |
134,585
-1,345
| -1% | -$144K | 0.92% | 17 |
|
|
2017
Q3 | $13M | Sell |
135,930
-345
| -0.3% | -$33K | 0.88% | 19 |
|
|
2017
Q2 | $12.5M | Sell |
136,275
-24
| -0% | -$2.19K | 0.88% | 19 |
|
|
2017
Q1 | $12M | Sell |
136,299
-3,765
| -3% | -$331K | 0.83% | 16 |
|
|
2016
Q4 | $12.1M | Sell |
140,064
-53,077
| -27% | -$4.58M | 0.92% | 15 |
|
|
2016
Q3 | $12.9M | Buy |
193,141
+15,839
| +9% | +$1.05M | 1.07% | 13 |
|
|
2016
Q2 | $11M | Buy |
177,302
+682
| +0.4% | +$42.4K | 0.97% | 14 |
|
|
2016
Q1 | $10.5M | Buy |
176,620
+490
| +0.3% | +$29K | 0.95% | 14 |
|
|
2015
Q4 | $11.6M | Buy |
176,130
+712
| +0.4% | +$47K | 1.12% | 12 |
|
|
2015
Q3 | $10.7M | Buy |
175,418
+12,284
| +8% | +$749K | 1.18% | 11 |
|
|
2015
Q2 | $11.1M | Sell |
163,134
-5,600
| -3% | -$379K | 1.14% | 11 |
|
|
2015
Q1 | $10.2M | Buy |
168,734
+1,785
| +1% | +$108K | 1.1% | 12 |
|
|
2014
Q4 | $10.4M | Buy |
166,949
+6,006
| +4% | +$376K | 1.22% | 9 |
|
|
2014
Q3 | $9.7M | Buy |
160,943
+13,545
| +9% | +$816K | 1.3% | 9 |
|
|
2014
Q2 | $8.49M | Buy |
147,398
+1,345
| +0.9% | +$77.5K | 1.19% | 9 |
|
|
2014
Q1 | $8.87M | Sell |
146,053
-200
| -0.1% | -$12.1K | 1.3% | 8 |
|
|
2013
Q4 | $8.55M | Sell |
146,253
-300
| -0.2% | -$17.5K | 1.29% | 7 |
|
|
2013
Q3 | $7.58M | Buy |
146,553
+6,600
| +5% | +$341K | 1.27% | 7 |
|
|
2013
Q2 | $7.39M | Buy |
+139,953
| New | +$7.39M | 1.35% | 8 |
|