Mcdonald Capital Investors Inc Jpmorgan Chase & CO Transaction History

Mcdonald Capital Investors Inc

$1.45 Billion
Q4 2024

A detailed history of Mcdonald Capital Investors Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mcdonald Capital Investors Inc holds 238,100 shares of JPM stock, worth $56.9 Million. This represents 3.92% of its overall portfolio holdings.

Number of Shares

238,100

Previous 241,505 1.41%

Holding current value

$56.9 Million

Previous $50.9 Million 12.12%

% of portfolio

3.92%

Previous 3.39%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$205.18 - $250.29 $698,637 - $852,237	-3,405 Reduced 1.41%	238,100 $57.1 Million
Q3 2024 Oct 31, 2024	SELL	$194.9 - $224.8 $1.01 Million - $1.16 Million	-5,167 Reduced 2.09%	241,505 $50.9 Million
Q2 2024 Aug 01, 2024	BUY	$180.08 - $204.79 $45,920 - $52,221	255 Added 0.1%	246,672 $49.9 Million
Q1 2024 May 03, 2024	SELL	$167.09 - $200.3 $664,182 - $796,192	-3,975 Reduced 1.59%	246,417 $49.4 Million
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $415,889 - $521,969	-3,065 Reduced 1.21%	250,392 $42.6 Million
Q3 2023 Oct 27, 2023	SELL	$143.21 - $158.0 $540,617 - $596,450	-3,775 Reduced 1.47%	253,457 $36.8 Million
Q2 2023 Jul 11, 2023	SELL	$127.47 - $145.44 $429,573 - $490,132	-3,370 Reduced 1.29%	257,232 $37.4 Million
Q1 2023 Jul 11, 2023	SELL	$124.91 - $143.8 $494,643 - $569,448	-3,960 Reduced 1.5%	260,602 $34 Million
Q4 2022 Feb 07, 2023	SELL	$101.96 - $137.84 $633,681 - $856,675	-6,215 Reduced 2.3%	264,562 $35.5 Million
Q3 2022 Nov 04, 2022	BUY	$20.73 - $120.58 $126,328 - $734,814	6,094 Added 2.3%	270,777 $28.3 Million
Q2 2022 Aug 01, 2022	BUY	$112.61 - $135.91 $11.4 Million - $13.7 Million	100,961 Added 61.67%	264,683 $29.8 Million
Q1 2022 May 02, 2022	SELL	$128.3 - $168.44 $6,030 - $7,916	-47 Reduced 0.03%	163,722 $22.3 Million
Q4 2021 Feb 03, 2022	SELL	$153.94 - $171.78 $740,913 - $826,777	-4,813 Reduced 2.85%	163,769 $25.9 Million
Q3 2021 Nov 03, 2021	SELL	$146.97 - $166.98 $787,759 - $895,012	-5,360 Reduced 3.08%	168,582 $27.6 Million
Q2 2021 Aug 03, 2021	SELL	$147.37 - $166.44 $504,447 - $569,724	-3,423 Reduced 1.93%	173,942 $27.1 Million
Q1 2021 Apr 23, 2021	SELL	$125.65 - $157.65 $185,962 - $233,322	-1,480 Reduced 0.83%	177,365 $27 Million
Q4 2020 Feb 05, 2021	SELL	$96.54 - $127.07 $347,544 - $457,452	-3,600 Reduced 1.97%	178,845 $22.7 Million
Q3 2020 Nov 09, 2020	SELL	$91.28 - $103.82 $78,500 - $89,285	-860 Reduced 0.47%	182,445 $17.6 Million
Q2 2020 Jul 30, 2020	SELL	$84.03 - $113.45 $385,277 - $520,168	-4,585 Reduced 2.44%	183,305 $17.2 Million
Q1 2020 Apr 30, 2020	BUY	$79.03 - $141.09 $14.8 Million - $26.5 Million	187,890 New	187,890 $16.9 Million

Others Institutions Holding JPM

# of Institutions

5,077

Shares Held

2.01B

Call Options Held

28.9M

Put Options Held

31.4M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $701B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcdonald Capital Investors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Capital Investors Inc with notifications on news.

Account

Mcdonald Capital Investors Inc Jpmorgan Chase & CO Transaction History