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McDonough Capital Management’s JPMorgan Chase JPM Stock Holding History

McDonough Capital Management’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 		$1.63M Buy
5,552
+554
+11% +$168K 0.89% 21
2025
Q4 		$1.61M Buy
4,998
+57
+1% +$17.6K 0.79% 22
2025
Q3 		$1.56M Buy
4,941
+111
+2% +$33K 0.78% 22
2025
Q2 		$1.4M Buy
4,830
+476
+11% +$121K 0.78% 23
2025
Q1 		$1.07M Buy
4,354
+271
+7% +$69.1K 0.7% 23
2024
Q4 		$979K Buy
4,083
+893
+28% +$208K 0.61% 23
2024
Q3 		$673K Buy
3,190
+257
+9% +$54.1K 0.46% 26
2024
Q2 		$593K Buy
2,933
+729
+33% +$143K 0.43% 27
2024
Q1 		$441K Buy
2,204
+323
+17% +$58.3K 0.35% 29
2023
Q4 		$319K Buy
1,881
+15
+0.8% +$2.27K 0.28% 35
2023
Q3 		$272K Hold
1,866
– – 0.26% 39
2023
Q2 		$270K Sell
1,866
-5
-0.3% -$688 0.25% 37
2023
Q1 		$244K Buy
1,871
+354
+23% +$48.5K 0.25% 39
2022
Q4 		$203K Buy
+1,517
New +$192K 0.24% 41
2022
Q2 		– Sell
-1,623
Closed -$222K – 39
2022
Q1 		$222K Buy
1,623
+271
+20% +$40K 0.19% 40
2021
Q4 		$214K Buy
+1,352
New +$222K 0.17% 41

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

McDonough Capital Management's JPM Position: Q1 2026 in Review

McDonough Capital Management increased its JPMorgan Chase (JPM) stake by 11% in Q1 2026, buying an estimated $168K and bringing the position to 5,552 shares worth $1.63M. The position accounts for 0.89% of the portfolio, ranked #21.

McDonough Capital Management first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • McDonough Capital Management held 5,552 shares of JPMorgan Chase worth $1.63M as of Q1 2026.
  • McDonough Capital Management bought 554 JPMorgan Chase shares in Q1 2026, an estimated $168K.
  • JPMorgan Chase made up 0.89% of McDonough Capital Management's portfolio in Q1 2026, its #21 holding.
  • McDonough Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.