Mcdonald Partners LLC’s Jpmorgan Chase & Co Position
Does Mcdonald Partners LLC own Jpmorgan Chase & Co (JPM)? Yes — 41.6K shares worth $12M (+2.89% of its 13F portfolio) as of Q1 2026, up from 29.4K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
41.6K
% of Portfolio
+2.89%
Quarters Held
21
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 41.6K | $12M | +2.89% |
| Q4 2025 | 29.4K | $9M | +2.98% |
| Q3 2025 | 31.0K | $10M | +2.91% |
| Q2 2025 | 37.7K | $11M | +2.62% |
| Q1 2025 | 38.3K | $9M | +2.45% |
| Q4 2024 | 38.9K | $9M | +2.38% |
| Q3 2024 | 39.2K | $8M | +2.07% |
| Q2 2024 | 39.2K | $8M | +2.13% |
| Q1 2024 | 39.9K | $8M | +2.20% |
| Q4 2023 | 42.2K | $7M | +2.13% |
| Q3 2023 | 42.9K | $6M | +2.02% |
| Q2 2023 | 44.2K | $6M | +1.96% |
| Q1 2023 | 43.4K | $6M | +1.83% |
| Q4 2022 | 46.1K | $6M | +2.11% |
| Q3 2022 | 41.7K | $4M | +1.66% |
| Q2 2022 | 57.5K | $6M | +1.65% |
| Q1 2022 | 54.7K | $7M | +1.63% |
| Q3 2021 | 51.6K | $8M | +1.98% |
| Q2 2021 | 54.3K | $8M | +1.56% |
| Q1 2021 | 59.5K | $9M | +1.81% |
| Q4 2020 | 50.9K | $6M | +1.82% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcdonald Partners LLC’s full portfolio or all institutional holders of JPM.