MCDONALD PARTNERS LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1331074 Cleveland, OH

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$9,364,256

-$2,877,800 QoQ

Shares Held

28,608

-31.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.96%

of 13F equity value

Holder Rank

#1,530

of 5,058 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $13,565,739 across 4 Banks - Diversified names. JPM ranks #1 (69.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	28,608	$9,364,256
2	C	Citigroup Inc	25,305	$3,541,687
3	BAC	Bank Of America Corp /De/	10,264	$584,842
4	WFC	Wells Fargo & Company/Mn	907	$74,954

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,364,256	28,608	-31.3%	Shares	Sole	2026-07-28
2026-03-31	$12,242,056	41,617	+41.7%	Shares	Sole	2026-05-15
2025-12-31	$9,462,956	29,368	-5.1%	Shares	Sole	2026-02-02
2025-09-30	$9,764,135	30,955	-17.8%	Shares	Sole	2025-11-12
2025-06-30	$10,921,779	37,673	-1.5%	Shares	Sole	2025-08-12
2025-03-31	$9,385,178	38,260	-1.6%	Shares	Sole	2025-05-15
2024-12-31	$9,320,164	38,881	-0.9%	Shares	Sole	2025-01-31
2024-09-30	$8,274,568	39,242	+0.1%	Shares	Sole	2024-10-15
2024-06-30	$7,932,637	39,220	-1.7%	Shares	Sole	2024-07-17
2024-03-31	$7,994,573	39,913	-5.4%	Shares	Sole	2024-04-15
2023-12-31	$7,179,921	42,210	-1.5%	Shares	Sole	2024-02-12
2023-09-30	$6,216,572	42,867	-3.0%	Shares	Sole	2023-10-30
2023-06-30	$6,430,484	44,214	+1.8%	Shares	Sole	2023-07-17
2023-03-31	$5,657,799	43,418	-5.8%	Shares	Sole	2023-04-19
2022-12-31	$6,182,010	46,100	+10.5%	Shares	Sole	2023-01-18
2022-09-30	$4,357,963	41,703	-27.5%	Shares	Sole	2022-10-21
2022-06-30	$6,475,187	57,501	+5.2%	Shares	Sole	2022-07-25
2022-03-31	$7,451,796	54,664	+6.0%	Shares	Sole	2022-04-29
2021-09-30	$8,440,183	51,562	+1.8%	Shares	Sole	2021-11-24
2021-06-30	$7,879,500	50,659	-2.2%	Shares	Sole	2021-11-24
2021-03-31	$7,885,818	51,802	+1.7%	Shares	Sole	2021-11-24
2020-12-31	$6,472,056	50,933	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.