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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McDonald Partners's JPM Position: Q1 2026 in Review

McDonald Partners increased its JPMorgan Chase (JPM) stake by 42% in Q1 2026, buying an estimated $3.72M and bringing the position to 41,617 shares worth $12.2M. The position accounts for 2.89% of the portfolio, ranked #4.

McDonald Partners first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • McDonald Partners held 41,617 shares of JPMorgan Chase worth $12.2M as of Q1 2026.
  • McDonald Partners bought 12,249 JPMorgan Chase shares in Q1 2026, an estimated $3.72M.
  • JPMorgan Chase made up 2.89% of McDonald Partners's portfolio in Q1 2026, its #4 holding.
  • McDonald Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.