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MCDONALD CAPITAL INVESTORS INC/CA: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCDONALD CAPITAL INVESTORS INC/CA on JPM, newest first. How the timeline and the estimate are built.

MCDONALD CAPITAL INVESTORS INC/CA held 247,821 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,821 shares
    Change vs previous 13F -20,435 shares

    5.92% of the 13F portfolio, value $81,119,248.

    13F-HR 0001033225-26-000005 filed by MCDONALD CAPITAL INVESTORS INC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 268,256 shares
    Change vs previous 13F -828 shares

    5.4% of the 13F portfolio, value $78,910,185.

    13F-HR 0001033225-26-000003 filed by MCDONALD CAPITAL INVESTORS INC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 269,084 shares
    Change vs previous 13F -15,263 shares

    5.32% of the 13F portfolio, value $86,704,246.

    13F-HR 0001033225-26-000001 filed by MCDONALD CAPITAL INVESTORS INC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 284,347 shares
    Change vs previous 13F -5,330 shares

    5.57% of the 13F portfolio, value $89,691,574.

    13F-HR 0001033225-25-000003 filed by MCDONALD CAPITAL INVESTORS INC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 289,677 shares
    Change vs previous 13F +51,807 shares

    5.27% of the 13F portfolio, value $83,980,259.

    13F-HR 0001085146-25-004390 filed by MCDONALD CAPITAL INVESTORS INC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 237,870 shares
    Change vs previous 13F -230 shares

    3.68% of the 13F portfolio, value $58,349,511.

    13F-HR 0001085146-25-002491 filed by MCDONALD CAPITAL INVESTORS INC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 238,100 shares
    Change vs previous 13F -3,405 shares

    3.59% of the 13F portfolio, value $57,074,951.

    13F-HR 0001085146-25-000902 filed by MCDONALD CAPITAL INVESTORS INC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 241,505 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $50,923,744.

    13F-HR 0001085146-24-005270 filed by MCDONALD CAPITAL INVESTORS INC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).