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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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All positions including JPMorgan Chase & Co. held by Shelton Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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