Shelton Wealth 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 | $1.42M | Buy |
4,900
+161
| +3% | +$46.7K | 0.68% | 49 |
|
|
2025
Q1 | $1.16M | Sell |
4,739
-267
| -5% | -$65.5K | 0.63% | 39 |
|
|
2024
Q4 | $1.2M | Buy |
5,006
+79
| +2% | +$18.9K | 0.62% | 47 |
|
|
2024
Q3 | $1.04M | Buy |
4,927
+125
| +3% | +$26.4K | 0.56% | 54 |
|
|
2024
Q2 | $971K | Sell |
4,802
-750
| -14% | -$152K | 0.55% | 50 |
|
|
2024
Q1 | $1.11M | Buy |
5,552
+404
| +8% | +$80.9K | 0.7% | 34 |
|
|
2023
Q4 | $876K | Buy |
5,148
+1,830
| +55% | +$311K | 0.62% | 36 |
|
|
2023
Q3 | $481K | Sell |
3,318
-73
| -2% | -$10.6K | 0.38% | 35 |
|
|
2023
Q2 | $493K | Buy |
3,391
+41
| +1% | +$5.96K | 0.38% | 34 |
|
|
2023
Q1 | $437K | Sell |
3,350
-136
| -4% | -$17.7K | 0.35% | 36 |
|
|
2022
Q4 | $468K | Sell |
3,486
-230
| -6% | -$30.8K | 0.37% | 38 |
|
|
2022
Q3 | $388K | Buy |
3,716
+4
| +0.1% | +$418 | 0.35% | 38 |
|
|
2022
Q2 | $418K | Buy |
3,712
+207
| +6% | +$23.3K | 0.36% | 39 |
|
|
2022
Q1 | $478K | Buy |
3,505
+9
| +0.3% | +$1.23K | 0.38% | 38 |
|
|
2021
Q4 | $554K | Buy |
+3,496
| New | +$554K | 0.44% | 32 |
|