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Country Club Bank’s JPMorgan Chase JPM Stock Holding History

Country Club Bank’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$18.3M Sell
57,925
-1,856
-3% -$552K 1.08% 19
2025
Q2 		$17.2M Sell
59,781
-390
-0.6% -$99.5K 1.08% 18
2025
Q1 		$14.6M Sell
60,171
-6,864
-10% -$1.75M 0.98% 22
2024
Q4 		$16M Buy
67,035
+505
+0.8% +$118K 1.07% 19
2024
Q3 		$14M Sell
66,530
-1,903
-3% -$401K 0.94% 26
2024
Q2 		$13.6M Sell
68,433
-579
-0.8% -$113K 0.95% 26
2024
Q1 		$13.8M Sell
69,012
-1,697
-2% -$306K 0.98% 25
2023
Q4 		$12M Sell
70,709
-1,065
-1% -$161K 0.91% 26
2023
Q3 		$10.6M Sell
71,774
-546
-0.8% -$81.8K 0.86% 31
2023
Q2 		$10.4M Sell
72,320
-3,800
-5% -$523K 0.82% 37
2023
Q1 		$9.8M Buy
76,120
+9,858
+15% +$1.35M 0.81% 40
2022
Q4 		$8.89M Buy
66,262
+29,804
+82% +$3.78M 0.77% 45
2022
Q3 		$3.87M Buy
36,458
+2,518
+7% +$289K 0.37% 80
2022
Q2 		$3.91M Buy
33,940
+1,465
+5% +$182K 0.36% 81
2022
Q1 		$4.56M Buy
+32,475
New +$4.79M 0.4% 71

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Country Club Bank's JPM Position: Q3 2025 in Review

Country Club Bank reduced its JPMorgan Chase (JPM) stake by 3.1% in Q3 2025, selling an estimated $552K and leaving 57,925 shares worth $18.3M. The position accounts for 1.08% of the portfolio, ranked #19.

Country Club Bank first reported a position in JPM in Q1 2022 and has held it in 15 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Country Club Bank held 57,925 shares of JPMorgan Chase worth $18.3M as of Q3 2025.
  • Country Club Bank sold 1,856 JPMorgan Chase shares in Q3 2025, an estimated $552K.
  • JPMorgan Chase made up 1.08% of Country Club Bank's portfolio in Q3 2025, its #19 holding.
  • Country Club Bank first reported a position in JPMorgan Chase in Q1 2022 and has held it in 15 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.