Shelton Wealth 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 | $1.54M | Sell |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $971K | Sell |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $876K | Buy |
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|
2023
Q3 | $481K | Sell |
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|
2023
Q2 | $493K | Buy |
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|
2023
Q1 | $437K | Sell |
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|
2022
Q4 | $468K | Sell |
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|
2022
Q3 | $388K | Buy |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $478K | Buy |
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|
2021
Q4 | $554K | Buy |
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