Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,587,802
-$116,085 QoQ
Shares Held
38,456
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,283
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $76,063,205 across 8 Banks - Diversified names. JPM ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
549,932 | $31,335,125 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
98,532 | $14,248,712 | |
| 3 | JPM |
Jpmorgan Chase & Co
This page
|
38,456 | $12,587,802 | |
| 4 | C |
Citigroup Inc
|
85,779 | $12,005,628 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
56,071 | $4,633,707 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
27,125 | $639,607 | |
| 7 | TD |
Toronto Dominion Bank
|
3,235 | $392,826 | |
| 8 | UBS |
UBS Group AG
|
4,435 | $219,798 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,587,802 | 38,456 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,703,887 | 43,187 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,074,569 | 43,680 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,844,853 | 43,892 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,360,993 | 39,188 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,486,732 | 38,674 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,921,789 | 95,623 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $21,639,507 | 102,625 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,088,920 | 89,434 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,024,093 | 94,978 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,500,926 | 108,765 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,132,604 | 111,244 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,634,409 | 114,373 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,468,844 | 80,338 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,613,040 | 34,400 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,472,899 | 71,511 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,033,935 | 71,343 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,575,525 | 70,243 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,079,749 | 69,970 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,743,173 | 53,413 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,624,537 | 55,449 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,544,366 | 49,559 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,061,788 | 55,574 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,006,120 | 124,713 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,287,016 | 77,472 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $7,274,514 | 80,801 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||