McDonald Capital Investors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84M | Buy |
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|
2025
Q1 | $58.3M | Sell |
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|
2024
Q4 | $57.1M | Sell |
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|
2024
Q3 | $50.9M | Sell |
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|
2024
Q2 | $49.9M | Buy |
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|
2024
Q1 | $49.4M | Sell |
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|
2023
Q4 | $42.6M | Sell |
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|
2023
Q3 | $36.8M | Sell |
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|
2023
Q2 | $37.4M | Sell |
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|
2023
Q1 | $34M | Sell |
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|
2022
Q4 | $35.5M | Sell |
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|
2022
Q3 | $28.3M | Buy |
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|
2022
Q2 | $29.8M | Buy |
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|
2022
Q1 | $22.3M | Sell |
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|
2021
Q4 | $25.9M | Sell |
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|
2021
Q3 | $27.6M | Sell |
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|
2021
Q2 | $27.1M | Sell |
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|
2021
Q1 | $27M | Sell |
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|
2020
Q4 | $22.7M | Sell |
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|
2020
Q3 | $17.6M | Sell |
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|
2020
Q2 | $17.2M | Sell |
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|
2020
Q1 | $16.9M | Buy |
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