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MCDONALD PARTNERS LLC: JPM position timeline

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

MCDONALD PARTNERS LLC held 28,608 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,608 shares
    Change vs previous 13F -13,009 shares

    2.27% of the 13F portfolio, value $9,364,278.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS LLC
    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 41,617 shares
    Change vs previous 13F +12,249 shares

    2.89% of the 13F portfolio, value $12,242,106.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS LLC
    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 29,368 shares
    Change vs previous 13F -1,587 shares

    2.98% of the 13F portfolio, value $9,463,694.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS LLC
    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 30,955 shares
    Change vs previous 13F -6,718 shares

    2.91% of the 13F portfolio, value $9,764,471.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS LLC
    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 37,673 shares
    Change vs previous 13F -587 shares

    2.63% of the 13F portfolio, value $10,932,915.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS LLC
    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 38,260 shares
    Change vs previous 13F -621 shares

    2.45% of the 13F portfolio, value $9,394,596.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS LLC
    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 38,881 shares
    Change vs previous 13F -361 shares

    2.38% of the 13F portfolio, value $9,320,203.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS LLC
    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 39,242 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $8,274,710.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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