McDonald Capital Investors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84M | Buy |
289,677
+51,807
| +22% | +$15M | 5.27% | 10 |
|
|
2025
Q1 | $58.3M | Sell |
237,870
-230
| -0.1% | -$56.4K | 3.68% | 11 |
|
|
2024
Q4 | $57.1M | Sell |
238,100
-3,405
| -1% | -$816K | 3.59% | 12 |
|
|
2024
Q3 | $50.9M | Sell |
241,505
-5,167
| -2% | -$1.09M | 3.13% | 13 |
|
|
2024
Q2 | $49.9M | Buy |
246,672
+255
| +0.1% | +$51.6K | 3.12% | 15 |
|
|
2024
Q1 | $49.4M | Sell |
246,417
-3,975
| -2% | -$796K | 3.09% | 13 |
|
|
2023
Q4 | $42.6M | Sell |
250,392
-3,065
| -1% | -$521K | 2.97% | 16 |
|
|
2023
Q3 | $36.8M | Sell |
253,457
-3,775
| -1% | -$547K | 2.87% | 17 |
|
|
2023
Q2 | $37.4M | Sell |
257,232
-3,370
| -1% | -$490K | 2.79% | 16 |
|
|
2023
Q1 | $34M | Sell |
260,602
-3,960
| -1% | -$516K | 2.59% | 16 |
|
|
2022
Q4 | $35.5M | Sell |
264,562
-6,215
| -2% | -$833K | 2.95% | 15 |
|
|
2022
Q3 | $28.3M | Buy |
270,777
+6,094
| +2% | +$637K | 2.51% | 16 |
|
|
2022
Q2 | $29.8M | Buy |
264,683
+100,961
| +62% | +$11.4M | 2.49% | 16 |
|
|
2022
Q1 | $22.3M | Sell |
163,722
-47
| -0% | -$6.41K | 1.59% | 16 |
|
|
2021
Q4 | $25.9M | Sell |
163,769
-4,813
| -3% | -$762K | 1.82% | 16 |
|
|
2021
Q3 | $27.6M | Sell |
168,582
-5,360
| -3% | -$877K | 2.14% | 16 |
|
|
2021
Q2 | $27.1M | Sell |
173,942
-3,423
| -2% | -$532K | 2.03% | 15 |
|
|
2021
Q1 | $27M | Sell |
177,365
-1,480
| -0.8% | -$225K | 2.15% | 15 |
|
|
2020
Q4 | $22.7M | Sell |
178,845
-3,600
| -2% | -$457K | 1.89% | 15 |
|
|
2020
Q3 | $17.6M | Sell |
182,445
-860
| -0.5% | -$82.8K | 1.57% | 15 |
|
|
2020
Q2 | $17.2M | Sell |
183,305
-4,585
| -2% | -$431K | 1.62% | 15 |
|
|
2020
Q1 | $16.9M | Buy |
+187,890
| New | +$16.9M | 1.65% | 14 |
|