McDonald Partners’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 | $10.9M | Sell |
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|
2025
Q1 | $9.39M | Sell |
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|
2024
Q4 | $9.32M | Sell |
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|
2024
Q3 | $8.27M | Buy |
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|
2024
Q2 | $7.93M | Sell |
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|
2024
Q1 | $7.99M | Sell |
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|
2023
Q4 | $7.18M | Sell |
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|
2023
Q3 | $6.22M | Sell |
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|
2023
Q2 | $6.43M | Buy |
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|
2023
Q1 | $5.66M | Sell |
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|
2022
Q4 | $6.18M | Buy |
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|
2022
Q3 | $4.36M | Sell |
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|
2022
Q2 | $6.47M | Buy |
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|
2022
Q1 | $7.45M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $8.44M | Buy |
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|
2021
Q2 | $7.88M | Sell |
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|
2021
Q1 | $7.89M | Buy |
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|
2020
Q4 | $6.47M | Buy |
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