McDaniel Terry & Co’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
Q2 | $279K | Buy |
851
+1
| +0.1% | +$311 | 0.02% | 76 |
|
|
2026
Q1 | $250K | Buy |
+850
| New | +$258K | 0.02% | 78 |
|
|
2025
Q4 | – | Sell |
-4,558
| Closed | -$1.44M | – | 82 |
|
|
2025
Q3 | $1.44M | Sell |
4,558
-1,187
| -21% | -$353K | 0.12% | 48 |
|
|
2025
Q2 | $1.67M | Sell |
5,745
-421
| -7% | -$107K | 0.14% | 46 |
|
|
2025
Q1 | $1.51M | Sell |
6,166
-43
| -0.7% | -$11K | 0.13% | 48 |
|
|
2024
Q4 | $1.49M | Hold |
6,209
| – | – | 0.12% | 45 |
|
|
2024
Q3 | $1.31M | Buy |
6,209
+450
| +8% | +$94.8K | 0.11% | 46 |
|
|
2024
Q2 | $1.17M | Sell |
5,759
-349
| -6% | -$68.2K | 0.1% | 49 |
|
|
2024
Q1 | $1.22M | Buy |
6,108
+450
| +8% | +$81.2K | 0.11% | 49 |
|
|
2023
Q4 | $962K | Sell |
5,658
-264
| -4% | -$40K | 0.09% | 52 |
|
|
2023
Q3 | $859K | Buy |
5,922
+47
| +0.8% | +$7.04K | 0.09% | 54 |
|
|
2023
Q2 | $854K | Sell |
5,875
-592
| -9% | -$81.4K | 0.09% | 52 |
|
|
2023
Q1 | $843K | Sell |
6,467
-1,721
| -21% | -$236K | 0.09% | 49 |
|
|
2022
Q4 | $1.1M | Hold |
8,188
| – | – | 0.13% | 42 |
|
|
2022
Q3 | $856K | Buy |
8,188
+824
| +11% | +$94.6K | 0.11% | 44 |
|
|
2022
Q2 | $829K | Buy |
7,364
+1,475
| +25% | +$183K | 0.1% | 44 |
|
|
2022
Q1 | $803K | Sell |
5,889
-326
| -5% | -$48.1K | 0.09% | 48 |
|
|
2021
Q4 | $984K | Buy |
6,215
+1,395
| +29% | +$229K | 0.1% | 50 |
|
|
2021
Q3 | $789K | Hold |
4,820
| – | – | 0.09% | 48 |
|
|
2021
Q2 | $750K | Hold |
4,820
| – | – | 0.09% | 50 |
|
|
2021
Q1 | $734K | Hold |
4,820
| – | – | 0.09% | 47 |
|
|
2020
Q4 | $612K | Buy |
4,820
+21
| +0.4% | +$2.35K | 0.08% | 49 |
|
|
2020
Q3 | $462K | Hold |
4,799
| – | – | 0.07% | 52 |
|
|
2020
Q2 | $451K | Hold |
4,799
| – | – | 0.07% | 54 |
|
|
2020
Q1 | $432K | Hold |
4,799
| – | – | 0.08% | 44 |
|
|
2019
Q4 | $669K | Hold |
4,799
| – | – | 0.1% | 43 |
|
|
2019
Q3 | $565K | Buy |
4,799
+2,726
| +132% | +$308K | 0.09% | 45 |
|
|
2019
Q2 | $232K | Sell |
2,073
-391
| -16% | -$43.1K | 0.04% | 60 |
|
|
2019
Q1 | $249K | Buy |
+2,464
| New | +$254K | 0.04% | 55 |
|
|
2016
Q3 | – | Sell |
-4,710
| Closed | -$293K | – | 65 |
|
|
2016
Q2 | $293K | Buy |
+4,710
| New | +$294K | 0.07% | 54 |
|
Other funds holding JPM
McDaniel Terry & Co's JPM Position: Q2 2026 in Review
McDaniel Terry & Co increased its JPMorgan Chase (JPM) stake by 0.12% in Q2 2026, buying an estimated $311 and bringing the position to 851 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #76.
McDaniel Terry & Co first reported a position in JPM in Q2 2016 and has held it in 30 quarters since. The position peaked at $1.67M in Q2 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- McDaniel Terry & Co held 851 shares of JPMorgan Chase worth $279K as of Q2 2026.
- McDaniel Terry & Co bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
- JPMorgan Chase made up 0.02% of McDaniel Terry & Co's portfolio in Q2 2026, its #76 holding.
- McDaniel Terry & Co first reported a position in JPMorgan Chase in Q2 2016 and has held it in 30 quarters since.
- McDaniel Terry & Co's JPMorgan Chase position peaked at $1.67M in Q2 2025.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on McDaniel Terry & Co's 13F filing for Q2 2026, filed 30 Jul 2026.