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Livermore
Livermore
ZHEN

McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by McDaniel Terry & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
851
Value
$278.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of JPM by McDaniel Terry & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026851$278.6K<0.1%+1+0.1%AddedHolders
Q1 2026850$250.0K<0.1%+850NewHolders
Q4 20250$00.0%−4,558−100.0%Sold outHolders
Q3 20254,558$1.44M0.1%−1,187−20.7%ReducedHolders
Q2 20255,745$1.67M0.1%−421−6.8%ReducedHolders
Q1 20256,166$1.51M0.1%−43−0.7%ReducedHolders
Q4 20246,209$1.49M0.1%00.0%UnchangedHolders
Q3 20246,209$1.31M0.1%+450+7.8%AddedHolders
Q2 20245,759$1.17M0.1%−349−5.7%ReducedHolders
Q1 20246,108$1.22M0.1%+450+8.0%AddedHolders
Q4 20235,658$962.0K0.1%−264−4.5%ReducedHolders
Q3 20235,922$859.0K0.1%+47+0.8%AddedHolders
Q2 20235,875$854.0K0.1%−592−9.2%ReducedHolders
Q1 20236,467$843.0K0.1%−1,721−21.0%ReducedHolders
Q4 20228,188$1.10M0.1%00.0%UnchangedHolders
Q3 20228,188$856.0K0.1%+824+11.2%AddedHolders
Q2 20227,364$829.0K0.1%+1,475+25.0%AddedHolders
Q1 20225,889$803.0K0.1%−326−5.2%ReducedHolders
Q4 20216,215$984.0K0.1%+1,395+28.9%AddedHolders
Q3 20214,820$789.0K0.1%00.0%UnchangedHolders
Q2 20214,820$750.0K0.1%00.0%UnchangedHolders
Q1 20214,820$734.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.