MP
McDonald Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
37,673
-587
| -2% | -$170K | 2.62% | 4 |
|
|
2025
Q1 | $9.39M | Sell |
38,260
-621
| -2% | -$152K | 2.45% | 5 |
|
|
2024
Q4 | $9.32M | Sell |
38,881
-361
| -0.9% | -$86.5K | 2.38% | 4 |
|
|
2024
Q3 | $8.27M | Buy |
39,242
+22
| +0.1% | +$4.64K | 2.07% | 5 |
|
|
2024
Q2 | $7.93M | Sell |
39,220
-693
| -2% | -$140K | 2.13% | 4 |
|
|
2024
Q1 | $7.99M | Sell |
39,913
-2,297
| -5% | -$460K | 2.2% | 4 |
|
|
2023
Q4 | $7.18M | Sell |
42,210
-657
| -2% | -$112K | 2.13% | 4 |
|
|
2023
Q3 | $6.22M | Sell |
42,867
-1,347
| -3% | -$195K | 2.02% | 6 |
|
|
2023
Q2 | $6.43M | Buy |
44,214
+796
| +2% | +$116K | 1.97% | 5 |
|
|
2023
Q1 | $5.66M | Sell |
43,418
-2,682
| -6% | -$349K | 1.83% | 6 |
|
|
2022
Q4 | $6.18M | Buy |
46,100
+4,397
| +11% | +$590K | 2.11% | 6 |
|
|
2022
Q3 | $4.36M | Sell |
41,703
-15,798
| -27% | -$1.65M | 1.66% | 11 |
|
|
2022
Q2 | $6.48M | Buy |
57,501
+2,837
| +5% | +$319K | 1.65% | 5 |
|
|
2022
Q1 | $7.45M | Buy |
+54,664
| New | +$7.45M | 1.63% | 6 |
|
|
2021
Q4 | – | Sell |
-51,562
| Closed | -$8.44M | – | 640 |
|
|
2021
Q3 | $8.44M | Buy |
51,562
+903
| +2% | +$148K | 1.98% | 3 |
|
|
2021
Q2 | $7.88M | Sell |
50,659
-1,143
| -2% | -$178K | 1.86% | 4 |
|
|
2021
Q1 | $7.89M | Buy |
51,802
+869
| +2% | +$132K | 2.03% | 3 |
|
|
2020
Q4 | $6.47M | Buy |
+50,933
| New | +$6.47M | 1.82% | 6 |
|