Donaldson Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $101M | Sell |
342,320
-3,270
| -0.9% | -$992K | 3.26% | 7 |
|
|
2025
Q4 | $111M | Buy |
345,590
+2,080
| +0.6% | +$644K | 3.54% | 6 |
|
|
2025
Q3 | $108M | Sell |
343,510
-1,955
| -0.6% | -$581K | 3.43% | 7 |
|
|
2025
Q2 | $100M | Buy |
345,465
+861
| +0.2% | +$220K | 3.68% | 6 |
|
|
2025
Q1 | $84.5M | Buy |
344,604
+2,580
| +0.8% | +$658K | 3.19% | 7 |
|
|
2024
Q4 | $82M | Buy |
342,024
+2,543
| +0.7% | +$592K | 3.13% | 7 |
|
|
2024
Q3 | $71.6M | Buy |
339,481
+3,495
| +1% | +$736K | 2.75% | 11 |
|
|
2024
Q2 | $68M | Sell |
335,986
-7,516
| -2% | -$1.47M | 2.85% | 9 |
|
|
2024
Q1 | $68.8M | Buy |
343,502
+1,729
| +0.5% | +$312K | 2.86% | 11 |
|
|
2023
Q4 | $58.1M | Sell |
341,773
-2,986
| -0.9% | -$453K | 2.61% | 12 |
|
|
2023
Q3 | $50M | Sell |
344,759
-70,584
| -17% | -$10.6M | 2.36% | 13 |
|
|
2023
Q2 | $60.4M | Buy |
415,343
+9,096
| +2% | +$1.25M | 2.75% | 9 |
|
|
2023
Q1 | $52.9M | Buy |
406,247
+85,622
| +27% | +$11.7M | 2.5% | 11 |
|
|
2022
Q4 | $43M | Buy |
320,625
+2,743
| +0.9% | +$348K | 2.1% | 22 |
|
|
2022
Q3 | $33.2M | Buy |
317,882
+4,496
| +1% | +$516K | 1.82% | 27 |
|
|
2022
Q2 | $35.3M | Buy |
313,386
+5,818
| +2% | +$721K | 1.82% | 27 |
|
|
2022
Q1 | $41.9M | Buy |
307,568
+2,453
| +0.8% | +$362K | 1.91% | 22 |
|
|
2021
Q4 | $48.3M | Buy |
305,115
+5,823
| +2% | +$956K | 2.12% | 18 |
|
|
2021
Q3 | $49M | Sell |
299,292
-74,037
| -20% | -$11.6M | 2.47% | 14 |
|
|
2021
Q2 | $58.1M | Buy |
373,329
+16,315
| +5% | +$2.56M | 2.97% | 6 |
|
|
2021
Q1 | $54.3M | Buy |
357,014
+23,271
| +7% | +$3.35M | 2.99% | 7 |
|
|
2020
Q4 | $42.4M | Buy |
333,743
+6,920
| +2% | +$773K | 2.51% | 17 |
|
|
2020
Q3 | $31.5M | Sell |
326,823
-3,442
| -1% | -$338K | 2.13% | 24 |
|
|
2020
Q2 | $31.1M | Buy |
330,265
+35,494
| +12% | +$3.37M | 2.26% | 20 |
|
|
2020
Q1 | $26.5M | Buy |
294,771
+6,629
| +2% | +$805K | 2.32% | 22 |
|
|
2019
Q4 | $40.2M | Buy |
288,142
+3,459
| +1% | +$444K | 2.72% | 10 |
|
|
2019
Q3 | $33.5M | Sell |
284,683
-4,265
| -1% | -$482K | 2.48% | 15 |
|
|
2019
Q2 | $32.3M | Buy |
288,948
+7,458
| +3% | +$822K | 2.68% | 15 |
|
|
2019
Q1 | $28.5M | Sell |
281,490
-53,424
| -16% | -$5.5M | 2.54% | 19 |
|
|
2018
Q4 | $32.7M | Buy |
334,914
+335
| +0.1% | +$35.7K | 3.33% | 8 |
|
|
2018
Q3 | $37.8M | Buy |
334,579
+3,179
| +1% | +$361K | 3.29% | 5 |
|
|
2018
Q2 | $34.5M | Buy |
331,400
+814
| +0.2% | +$89.3K | 3.37% | 6 |
|
|
2018
Q1 | $36.4M | Sell |
330,586
-3,413
| -1% | -$386K | 3.58% | 4 |
|
|
2017
Q4 | $35.7M | Buy |
333,999
+4,944
| +2% | +$501K | 3.48% | 5 |
|
|
2017
Q3 | $31.4M | Buy |
329,055
+8,758
| +3% | +$808K | 3.3% | 6 |
|
|
2017
Q2 | $29.3M | Sell |
320,297
-1,647
| -0.5% | -$142K | 3.32% | 7 |
|
|
2017
Q1 | $28.3M | Buy |
321,944
+10,447
| +3% | +$922K | 3.28% | 8 |
|
|
2016
Q4 | $26.9M | Buy |
311,497
+23,407
| +8% | +$1.78M | 3.31% | 6 |
|
|
2016
Q3 | $19.2M | Buy |
288,090
+1,033
| +0.4% | +$67.4K | 2.54% | 20 |
|
|
2016
Q2 | $17.8M | Sell |
287,057
-30,534
| -10% | -$1.91M | 2.47% | 23 |
|
|
2016
Q1 | $18.8M | Sell |
317,591
-22,258
| -7% | -$1.3M | 2.71% | 19 |
|
|
2015
Q4 | $22.4M | Sell |
339,849
-821
| -0.2% | -$53.5K | 3.28% | 5 |
|
|
2015
Q3 | $20.8M | Sell |
340,670
-712
| -0.2% | -$46.6K | 3.1% | 6 |
|
|
2015
Q2 | $23.1M | Buy |
341,382
+15,004
| +5% | +$980K | 3.29% | 5 |
|
|
2015
Q1 | $19.8M | Buy |
326,378
+18,243
| +6% | +$1.08M | 2.78% | 17 |
|
|
2014
Q4 | $19.3M | Buy |
308,135
+9,823
| +3% | +$591K | 2.88% | 13 |
|
|
2014
Q3 | $18M | Buy |
298,312
+13,911
| +5% | +$813K | 2.84% | 12 |
|
|
2014
Q2 | $16.4M | Buy |
284,401
+13,321
| +5% | +$749K | 2.63% | 18 |
|
|
2014
Q1 | $16.5M | Buy |
271,080
+20,641
| +8% | +$1.19M | 2.98% | 11 |
|
|
2013
Q4 | $14.6M | Buy |
250,439
+18,495
| +8% | +$1.01M | 2.83% | 13 |
|
|
2013
Q3 | $12M | Buy |
231,944
+23,174
| +11% | +$1.24M | 2.54% | 21 |
|
|
2013
Q2 | $11M | Buy |
+208,770
| New | +$10.6M | 2.49% | 21 |
|
Other funds holding JPM
VCM
VPM
Donaldson Capital Management's JPM Position: Q1 2026 in Review
Donaldson Capital Management reduced its JPMorgan Chase (JPM) stake by 0.95% in Q1 2026, selling an estimated $992K and leaving 342,320 shares worth $101M. The position accounts for 3.26% of the portfolio, ranked #7.
Donaldson Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $111M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Donaldson Capital Management held 342,320 shares of JPMorgan Chase worth $101M as of Q1 2026.
- Donaldson Capital Management sold 3,270 JPMorgan Chase shares in Q1 2026, an estimated $992K.
- JPMorgan Chase made up 3.26% of Donaldson Capital Management's portfolio in Q1 2026, its #7 holding.
- Donaldson Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Donaldson Capital Management's JPMorgan Chase position peaked at $111M in Q4 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.