JPMorgan Chase & Co. shares owned by McElhenny Sheffield Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by McElhenny Sheffield Capital Management
from 13F filings
Historical chart of McElhenny Sheffield Capital Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by McElhenny Sheffield Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by McElhenny Sheffield Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 8.3k | 315.43 |
| 2025-06-30 | $24k | 25k | 0.98 |
| 2025-03-31 | $2.0M | 8.0k | 245.30 |
| 2024-12-31 | $1.9M | 8.0k | 239.71 |
| 2024-09-30 | $1.7M | 8.0k | 210.86 |
| 2024-06-30 | $1.6M | 8.1k | 202.25 |
| 2024-03-31 | $1.6M | 8.1k | 200.30 |
| 2023-12-31 | $1.4M | 8.0k | 170.10 |
| 2023-09-30 | $1.2M | 8.0k | 145.02 |
| 2023-06-30 | $1.2M | 8.4k | 145.44 |
| 2023-03-31 | $1.1M | 8.4k | 130.31 |
| 2022-12-31 | $1.1M | 8.3k | 134.10 |
| 2022-09-30 | $864k | 8.3k | 104.47 |
| 2022-06-30 | $931k | 8.3k | 112.58 |
| 2022-03-31 | $1.1M | 8.3k | 136.28 |
| 2021-12-31 | $1.3M | 8.3k | 158.41 |
| 2021-09-30 | $1.4M | 8.4k | 163.64 |
More positions owned by McElhenny Sheffield Capital Management
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