SHELTON WEALTH MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1903883 FORT WORTH, TX

Position in JPM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,544,997

+$105,673 QoQ

Shares Held

4,720

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#3,212

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SHELTON WEALTH MANAGEMENT, LLC holds $5,537,105 across 3 Banks - Diversified names. JPM ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	29,918	$2,472,423
2	JPM	Jpmorgan Chase & Co This page	4,720	$1,544,997
3	C	Citigroup Inc	10,858	$1,519,685

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,544,997	4,720	-3.5%	Shares	Sole	2026-07-13
2026-03-31	$1,439,324	4,893	-6.7%	Shares	Sole	2026-04-28
2025-12-31	$1,690,366	5,246	+7.3%	Shares	Sole	2026-01-26
2025-09-30	$1,541,821	4,888	-0.2%	Shares	Sole	2025-10-09
2025-06-30	$1,420,559	4,900	+3.4%	Shares	Sole	2025-07-11
2025-03-31	$1,162,476	4,739	-5.3%	Shares	Sole	2025-04-21
2024-12-31	$1,199,988	5,006	+1.6%	Shares	Sole	2025-01-15
2024-09-30	$1,038,907	4,927	+2.6%	Shares	Sole	2024-10-21
2024-06-30	$971,252	4,802	-13.5%	Shares	Sole	2024-07-23
2024-03-31	$1,112,065	5,552	+7.8%	Shares	Sole	2024-05-14
2023-12-31	$875,674	5,148	+55.2%	Shares	Sole	2024-02-14
2023-09-30	$481,176	3,318	-2.2%	Shares	Sole	2023-11-01
2023-06-30	$493,187	3,391	+1.2%	Shares	Sole	2023-08-01
2023-03-31	$436,538	3,350	-3.9%	Shares	Sole	2023-05-08
2022-12-31	$467,472	3,486	-6.2%	Shares	Sole	2023-02-10
2022-09-30	$388,322	3,716	+0.1%	Shares	Sole	2022-11-09
2022-06-30	$418,008	3,712	+5.9%	Shares	Sole	2022-07-28
2022-03-31	$477,801	3,505	+0.3%	Shares	Sole	2022-05-10
2021-12-31	$553,591	3,496	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.