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MCDONALD PARTNERS LLC → JPM-PM
MCDONALD PARTNERS LLC JPM-PM Position History
JPM-PM
Quarters held
33
Latest value
$2.3M
Q3 2026
Peak value
$12.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.8M |
| Q3 2025 | $2.2M |
| Q3 2025 | $745K |
| Q3 2025 | $1.6M |
| Q4 2025 | $9.5M |
| Q4 2025 | $380K |
| Q4 2025 | $2.3M |
| Q4 2025 | $744K |
| Q4 2025 | $2M |
| Q1 2026 | $12.2M |
| Q1 2026 | $1.9M |
| Q1 2026 | $2.5M |
| Q1 2026 | $744K |
| Q1 2026 | $1.8M |
| Q1 2026 | $681K |
| Q2 2026 | $9.4M |
| Q2 2026 | $35K |
| Q2 2026 | $4.4M |
| Q2 2026 | $2.6M |
| Q2 2026 | $745K |
| Q2 2026 | $20K |
| Q2 2026 | $2.4M |
| Q2 2026 | $2K |
| Q2 2026 | $1.9M |
| Q3 2026 | $9.4M |
| Q3 2026 | $33K |
| Q3 2026 | $5.6M |
| Q3 2026 | $2.5M |
| Q3 2026 | $738K |
| Q3 2026 | $20K |
| Q3 2026 | $2.4M |
| Q3 2026 | $2K |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 22.1K | — | — |
| Q3 2026 | $2K | 17 | — | — |
| Q3 2026 | $2.4M | 39.8K | — | — |
| Q3 2026 | $20K | 400 | — | — |
| Q3 2026 | $738K | 14.6K | — | — |
| Q3 2026 | $2.5M | 44.4K | — | — |
| Q3 2026 | $5.6M | 68.4K | — | — |
| Q3 2026 | $33K | 666 | — | — |
| Q3 2026 | $9.4M | 28.3K | — | — |
| Q2 2026 | $1.9M | 17.2K | — | — |
| Q2 2026 | $2K | 17 | — | — |
| Q2 2026 | $2.4M | 39.1K | — | — |
| Q2 2026 | $20K | 400 | — | — |
| Q2 2026 | $745K | 14.6K | — | — |
| Q2 2026 | $2.6M | 45.9K | — | — |
| Q2 2026 | $4.4M | 52.9K | — | — |
| Q2 2026 | $35K | 666 | — | — |
| Q2 2026 | $9.4M | 28.6K | — | — |
| Q1 2026 | $681K | 8.6K | — | — |
| Q1 2026 | $1.8M | 31.6K | — | — |
| Q1 2026 | $744K | 14.6K | — | — |
| Q1 2026 | $2.5M | 44.5K | — | — |
| Q1 2026 | $1.9M | 24.8K | — | — |
| Q1 2026 | $12.2M | 41.6K | — | — |
| Q4 2025 | $2M | 34.0K | — | — |
| Q4 2025 | $744K | 14.6K | — | — |
| Q4 2025 | $2.3M | 41.0K | — | — |
| Q4 2025 | $380K | 5.1K | — | — |
| Q4 2025 | $9.5M | 29.4K | — | — |
| Q3 2025 | $1.6M | 27.9K | — | — |
| Q3 2025 | $745K | 14.6K | — | — |
| Q3 2025 | $2.2M | 39.1K | — | — |
| Q3 2025 | $9.8M | 31.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B