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McDonald Capital Investors’s JPMorgan Chase JPM Stock Holding History

McDonald Capital Investors’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
Q2 		$81.1M Sell
247,821
-20,435
-8% -$6.35M 5.92% 7
2026
Q1 		$78.9M Sell
268,256
-828
-0.3% -$251K 5.4% 8
2025
Q4 		$86.7M Sell
269,084
-15,263
-5% -$4.73M 5.32% 9
2025
Q3 		$89.7M Sell
284,347
-5,330
-2% -$1.59M 5.57% 9
2025
Q2 		$84M Buy
289,677
+51,807
+22% +$13.2M 5.27% 10
2025
Q1 		$58.3M Sell
237,870
-230
-0.1% -$58.6K 3.68% 11
2024
Q4 		$57.1M Sell
238,100
-3,405
-1% -$793K 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% +$49.9K 3.12% 15
2024
Q1 		$49.4M Sell
246,417
-3,975
-2% -$717K 3.09% 13
2023
Q4 		$42.6M Sell
250,392
-3,065
-1% -$464K 2.97% 16
2023
Q3 		$36.8M Sell
253,457
-3,775
-1% -$566K 2.87% 17
2023
Q2 		$37.4M Sell
257,232
-3,370
-1% -$464K 2.79% 16
2023
Q1 		$34M Sell
260,602
-3,960
-1% -$543K 2.59% 16
2022
Q4 		$35.5M Sell
264,562
-6,215
-2% -$787K 2.95% 15
2022
Q3 		$28.3M Buy
270,777
+6,094
+2% +$699K 2.51% 16
2022
Q2 		$29.8M Buy
264,683
+100,961
+62% +$12.5M 2.49% 16
2022
Q1 		$22.3M Sell
163,722
-47
-0% -$6.94K 1.59% 16
2021
Q4 		$25.9M Sell
163,769
-4,813
-3% -$790K 1.82% 16
2021
Q3 		$27.6M Sell
168,582
-5,360
-3% -$840K 2.14% 16
2021
Q2 		$27.1M Sell
173,942
-3,423
-2% -$538K 2.03% 15
2021
Q1 		$27M Sell
177,365
-1,480
-0.8% -$213K 2.15% 15
2020
Q4 		$22.7M Sell
178,845
-3,600
-2% -$402K 1.89% 15
2020
Q3 		$17.6M Sell
182,445
-860
-0.5% -$84.5K 1.57% 15
2020
Q2 		$17.2M Sell
183,305
-4,585
-2% -$435K 1.62% 15
2020
Q1 		$16.9M Buy
+187,890
New +$22.8M 1.65% 14

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

McDonald Capital Investors's JPM Position: Q2 2026 in Review

McDonald Capital Investors reduced its JPMorgan Chase (JPM) stake by 7.6% in Q2 2026, selling an estimated $6.35M and leaving 247,821 shares worth $81.1M. The position accounts for 5.92% of the portfolio, ranked #7.

McDonald Capital Investors first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. The position peaked at $89.7M in Q3 2025. 2,633 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McDonald Capital Investors held 247,821 shares of JPMorgan Chase worth $81.1M as of Q2 2026.
  • McDonald Capital Investors sold 20,435 JPMorgan Chase shares in Q2 2026, an estimated $6.35M.
  • JPMorgan Chase made up 5.92% of McDonald Capital Investors's portfolio in Q2 2026, its #7 holding.
  • McDonald Capital Investors first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • McDonald Capital Investors's JPMorgan Chase position peaked at $89.7M in Q3 2025.
  • 2,633 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McDonald Capital Investors's 13F filing for Q2 2026, filed 29 Jul 2026.