A detailed history of Mc Elhenny Sheffield Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mc Elhenny Sheffield Capital Management, LLC holds 8,024 shares of JPM stock, worth $2.15 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
8,024
Previous 8,014 0.12%
Holding current value
$2.15 Million
Previous $1.69 Million 13.85%
% of portfolio
0.65%
Previous 0.56%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

BUY
$205.18 - $250.29 $2,051 - $2,502
10 Added 0.12%
8,024 $1.92 Million
Q3 2024

Oct 18, 2024

SELL
$194.9 - $224.8 $22,023 - $25,402
-113 Reduced 1.39%
8,014 $1.69 Million
Q2 2024

Jul 10, 2024

BUY
$180.08 - $204.79 $1,080 - $1,228
6 Added 0.07%
8,127 $1.64 Million
Q1 2024

Apr 17, 2024

BUY
$167.09 - $200.3 $15,205 - $18,227
91 Added 1.13%
8,121 $1.63 Million
Q4 2023

Jan 10, 2024

SELL
$135.69 - $170.3 $271 - $340
-2 Reduced 0.02%
8,030 $1.37 Million
Q3 2023

Oct 12, 2023

SELL
$143.21 - $158.0 $45,970 - $50,718
-321 Reduced 3.84%
8,032 $1.16 Million
Q2 2023

Jul 14, 2023

SELL
$127.47 - $145.44 $509 - $581
-4 Reduced 0.05%
8,353 $1.21 Million
Q1 2023

Apr 13, 2023

BUY
$124.91 - $143.8 $10,867 - $12,510
87 Added 1.05%
8,357 $1.09 Million
Q1 2022

Apr 20, 2022

SELL
$128.3 - $168.44 $3,207 - $4,211
-25 Reduced 0.3%
8,270 $1.13 Million
Q4 2021

Jan 12, 2022

SELL
$153.94 - $171.78 $11,853 - $13,227
-77 Reduced 0.92%
8,295 $1.31 Million
Q3 2021

Oct 12, 2021

BUY
$146.97 - $166.98 $1.23 Million - $1.4 Million
8,372 New
8,372 $1.37 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $787B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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