McDonough Capital Management’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
Q3 | $1.56M | Buy |
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|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $979K | Buy |
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|
2024
Q3 | $673K | Buy |
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|
2024
Q2 | $593K | Buy |
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|
2024
Q1 | $441K | Buy |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $244K | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Buy |
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|
2021
Q4 | $214K | Buy |
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