Ownership history in MCDANIEL TERRY & CO · 31 quarters on record
This page tracks every 13F SEC filing in which MCDANIEL TERRY & CO reported a position in J.P. Morgan Chase & Co. COM (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 4,558 | -1,187 | -20.7% | 0.12% | $1.4M | $312.49 |
| 2025 Q2 | REDUCED | 5,745 | -421 | -6.8% | 0.14% | $1.7M | $285.83 |
| 2025 Q1 | REDUCED | 6,166 | -43 | -0.7% | 0.13% | $1.5M | $240.37 |
| 2024 Q4 | UNCHANGED | 6,209 | — | 0% | 0.12% | $1.5M | $233.69 |
| 2024 Q3 | ADDED | 6,209 | +450 | +7.8% | 0.11% | $1.3M | $204.31 |
| 2024 Q2 | REDUCED | 5,759 | -349 | -5.7% | 0.10% | $1.2M | $194.90 |
| 2024 Q1 | ADDED | 6,108 | +450 | +8.0% | 0.11% | $1.2M | $191.89 |
| 2023 Q4 | REDUCED | 5,658 | -264 | -4.5% | 0.09% | $962K | $161.96 |
| 2023 Q3 | ADDED | 5,922 | +47 | +0.8% | 0.09% | $859K | $137.07 |
| 2023 Q2 | REDUCED | 5,875 | -592 | -9.2% | 0.09% | $854K | $136.53 |
As of 2025 Q4 — sorted by position size