MP
JPM icon

McDonald Partners’s JPMorgan Chase JPM Stock Holding History

McDonald Partners’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 		$9.36M Sell
28,608
-13,009
-31% -$4.04M 2.27% 6
2026
Q1 		$12.2M Buy
41,617
+12,249
+42% +$3.72M 2.89% 4
2025
Q4 		$9.46M Sell
29,368
-1,587
-5% -$491K 2.98% 4
2025
Q3 		$9.76M Sell
30,955
-6,718
-18% -$2M 2.91% 4
2025
Q2 		$10.9M Sell
37,673
-587
-2% -$150K 2.62% 4
2025
Q1 		$9.39M Sell
38,260
-621
-2% -$158K 2.45% 5
2024
Q4 		$9.32M Sell
38,881
-361
-0.9% -$84.1K 2.38% 4
2024
Q3 		$8.27M Buy
39,242
+22
+0.1% +$4.63K 2.07% 5
2024
Q2 		$7.93M Sell
39,220
-693
-2% -$135K 2.13% 4
2024
Q1 		$7.99M Sell
39,913
-2,297
-5% -$414K 2.2% 4
2023
Q4 		$7.18M Sell
42,210
-657
-2% -$99.6K 2.13% 4
2023
Q3 		$6.22M Sell
42,867
-1,347
-3% -$202K 2.02% 6
2023
Q2 		$6.43M Buy
44,214
+796
+2% +$109K 1.97% 5
2023
Q1 		$5.66M Sell
43,418
-2,682
-6% -$367K 1.83% 6
2022
Q4 		$6.18M Buy
46,100
+4,397
+11% +$557K 2.11% 6
2022
Q3 		$4.36M Sell
41,703
-15,798
-27% -$1.81M 1.66% 11
2022
Q2 		$6.47M Buy
57,501
+2,837
+5% +$351K 1.65% 5
2022
Q1 		$7.45M Buy
+54,664
New +$8.07M 1.63% 6
2021
Q4 		– Sell
-51,562
Closed -$8.44M – 640
2021
Q3 		$8.44M Buy
51,562
+903
+2% +$142K 1.98% 3
2021
Q2 		$7.88M Sell
50,659
-1,143
-2% -$180K 1.86% 4
2021
Q1 		$7.89M Buy
51,802
+869
+2% +$125K 2.03% 3
2020
Q4 		$6.47M Buy
+50,933
New +$5.69M 1.82% 6

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

McDonald Partners's JPM Position: Q2 2026 in Review

McDonald Partners reduced its JPMorgan Chase (JPM) stake by 31% in Q2 2026, selling an estimated $4.04M and leaving 28,608 shares worth $9.36M. The position accounts for 2.27% of the portfolio, ranked #6.

McDonald Partners first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.2M in Q1 2026. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McDonald Partners held 28,608 shares of JPMorgan Chase worth $9.36M as of Q2 2026.
  • McDonald Partners sold 13,009 JPMorgan Chase shares in Q2 2026, an estimated $4.04M.
  • JPMorgan Chase made up 2.27% of McDonald Partners's portfolio in Q2 2026, its #6 holding.
  • McDonald Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's JPMorgan Chase position peaked at $12.2M in Q1 2026.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.