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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
Q2 		$1.94M Buy
5,912
+360
+6% +$112K 0.97% 19
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 $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

McDonough Capital Management's JPM Position: Q2 2026 in Review

McDonough Capital Management increased its JPMorgan Chase (JPM) stake by 6.5% in Q2 2026, buying an estimated $112K and bringing the position to 5,912 shares worth $1.94M. The position accounts for 0.97% of the portfolio, ranked #19.

McDonough Capital Management first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McDonough Capital Management held 5,912 shares of JPMorgan Chase worth $1.94M as of Q2 2026.
  • McDonough Capital Management bought 360 JPMorgan Chase shares in Q2 2026, an estimated $112K.
  • JPMorgan Chase made up 0.97% of McDonough Capital Management's portfolio in Q2 2026, its #19 holding.
  • McDonough Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McDonough Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.