Back to JPM-PM
SHELTON WEALTH MANAGEMENT, LLC → JPM-PM
SHELTON WEALTH MANAGEMENT, LLC JPM-PM Position History
JPM-PM
Quarters held
7
Latest value
$1.6M
Q3 2026
Peak value
$8.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $35K |
| Q4 2025 | $819 |
| Q4 2025 | $8.6M |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.5M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 4.8K | — | — |
| Q2 2026 | $1.5M | 4.7K | — | — |
| Q1 2026 | $1.4M | 4.9K | — | — |
| Q4 2025 | $1.7M | 5.2K | — | — |
| Q4 2025 | $8.6M | 376.0K | — | — |
| Q4 2025 | $819 | 300 | — | — |
| Q4 2025 | $35K | 13.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B