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Shelton Wealth Management’s JPMorgan Chase JPM Stock Holding History

Shelton Wealth 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 		$1.55M Sell
4,720
-173
-4% -$53.7K 0.61% 54
2026
Q1 		$1.44M Sell
4,893
-353
-7% -$107K 0.63% 49
2025
Q4 		$1.69M Buy
5,246
+358
+7% +$111K 0.72% 39
2025
Q3 		$1.54M Sell
4,888
-12
-0.2% -$3.57K 0.7% 44
2025
Q2 		$1.42M Buy
4,900
+161
+3% +$41.1K 0.68% 49
2025
Q1 		$1.16M Sell
4,739
-267
-5% -$68.1K 0.63% 41
2024
Q4 		$1.2M Buy
5,006
+79
+2% +$18.4K 0.62% 48
2024
Q3 		$1.04M Buy
4,927
+125
+3% +$26.3K 0.56% 56
2024
Q2 		$971K Sell
4,802
-750
-14% -$147K 0.55% 52
2024
Q1 		$1.11M Buy
5,552
+404
+8% +$72.9K 0.7% 34
2023
Q4 		$876K Buy
5,148
+1,830
+55% +$277K 0.62% 36
2023
Q3 		$481K Sell
3,318
-73
-2% -$10.9K 0.38% 35
2023
Q2 		$493K Buy
3,391
+41
+1% +$5.64K 0.38% 34
2023
Q1 		$437K Sell
3,350
-136
-4% -$18.6K 0.35% 36
2022
Q4 		$468K Sell
3,486
-230
-6% -$29.1K 0.37% 38
2022
Q3 		$388K Buy
3,716
+4
+0.1% +$459 0.35% 38
2022
Q2 		$418K Buy
3,712
+207
+6% +$25.6K 0.36% 39
2022
Q1 		$478K Buy
3,505
+9
+0.3% +$1.33K 0.38% 38
2021
Q4 		$554K Buy
+3,496
New +$574K 0.44% 32

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Shelton Wealth Management's JPM Position: Q2 2026 in Review

Shelton Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.5% in Q2 2026, selling an estimated $53.7K and leaving 4,720 shares worth $1.55M. The position accounts for 0.61% of the portfolio, ranked #54.

Shelton Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Shelton Wealth Management held 4,720 shares of JPMorgan Chase worth $1.55M as of Q2 2026.
  • Shelton Wealth Management sold 173 JPMorgan Chase shares in Q2 2026, an estimated $53.7K.
  • JPMorgan Chase made up 0.61% of Shelton Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Shelton Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's JPMorgan Chase position peaked at $1.69M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.