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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

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Quarterly reported holdings in JPMorgan Chase & Co. by McElhenny Sheffield Capital Management

Quarter filed Position value Share count Share price at filing
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