JPMorgan Chase & Co. shares owned by Shelton Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Shelton Wealth Management
from 13F filings
Historical chart of Shelton Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Shelton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.9k | 315.44 |
| 2025-06-30 | $1.4M | 4.9k | 289.90 |
| 2025-03-31 | $1.2M | 4.7k | 245.31 |
| 2024-12-31 | $1.2M | 5.0k | 239.70 |
| 2024-09-30 | $1.0M | 4.9k | 210.87 |
| 2024-06-30 | $971k | 4.8k | 202.25 |
| 2024-03-31 | $1.1M | 5.6k | 200.31 |
| 2023-09-30 | $481k | 3.3k | 145.06 |
| 2023-06-30 | $493k | 3.4k | 145.45 |
| 2023-03-31 | $437k | 3.4k | 130.30 |
| 2022-12-31 | $468k | 3.5k | 134.12 |
| 2022-09-30 | $388k | 3.7k | 104.41 |
| 2022-06-30 | $418k | 3.7k | 112.61 |
| 2022-03-31 | $478k | 3.5k | 136.38 |
| 2021-12-31 | $554k | 3.5k | 158.47 |