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Position history for SHELTON CAPITAL MANAGEMENTSHELTON CAPITAL MANAGEMENT's holdings in JPMORGAN CHASE & CO

Yes. Shelton Capital Management holds 38,456 shares of JPM (JPMorgan Chase), worth $12.6M, as of its Q2 2026 13F filing. It reduced the position by 4,731 shares (-11.0%) from Q1 2026. Shelton Capital Management has held JPM in every 13F on record since Q4 2018, 31 quarterly filings. JPM is 0.2% of Shelton Capital Management's reported 13F portfolio.

Current Value

$12.6M

Current Shares

38,456

Total Value Change

-$9.1M

Total Shares Change

-64,169

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
38,456
-10.9%
$12.6M0.2%$325.86
0
2026-Q1
Decreased
43,187
-1.1%
$12.7M0.3%$291.35
0
2025-Q4
Decreased
43,680
-0.5%
$14.1M0.3%$317.71
0
2025-Q3
Increased
43,892
+12.0%
$13.8M0.3%$309.51
38
2025-Q2
Increased
39,188
+1.3%
$11.4M0.3%$283.10
34
2025-Q1
Decreased
38,674
-59.6%
$9.5M0.2%$238.07
0
2024-Q4
Decreased
95,623
-6.8%
$22.9M0.6%$231.45
0
2024-Q3
Increased
102,625
+14.8%
$21.6M0.6%$202.36
46

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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