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 $59.1 Million. This represents 3.92% of its overall portfolio holdings.

Number of Shares

238,100

Previous 241,505 1.41%

Holding current value

$59.1 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

5,080

Shares Held

1.98B

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 $728B
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 ...

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Mcdonald Capital Investors Inc Jpmorgan Chase & CO Transaction History