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McDaniel Terry & Co’s JPMorgan Chase JPM Stock Holding History

McDaniel Terry & Co’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McDaniel Terry & Co's JPM Position: Q1 2026 in Review

McDaniel Terry & Co opened a new position in JPMorgan Chase (JPM) in Q1 2026: 850 shares worth $250K. The stake represents 0.02% of the portfolio and ranks #78 among its holdings. This is a return to the name: McDaniel Terry & Co previously reported a position in JPM as recently as Q3 2025.

McDaniel Terry & Co first reported a position in JPM in Q2 2016 and has held it in 29 quarters since. The position peaked at $1.67M in Q2 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • McDaniel Terry & Co held 850 shares of JPMorgan Chase worth $250K as of Q1 2026.
  • JPMorgan Chase was a new McDaniel Terry & Co position in Q1 2026.
  • JPMorgan Chase made up 0.02% of McDaniel Terry & Co's portfolio in Q1 2026, its #78 holding.
  • McDaniel Terry & Co first reported a position in JPMorgan Chase in Q2 2016 and has held it in 29 quarters since.
  • McDaniel Terry & Co's JPMorgan Chase position peaked at $1.67M in Q2 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.