McCarthy Asset Management’s JPMorgan Chase JPM Stock Holding History

McCarthy Asset Management’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
2022 Q2	–	Sell	-708	Closed	-$97K	–	164
2022 Q1	$97K	Hold	708	–	–	0.07%	58
2021 Q4	$112K	Hold	708	–	–	0.08%	54
2021 Q3	$116K	Hold	708	–	–	0.09%	50
2021 Q2	$110K	Buy	708 +198	+39%	+$31.1K	0.08%	56
2021 Q1	$78K	Hold	510	–	–	0.06%	70
2020 Q4	$65K	Buy	+510	New	+$57K	0.05%	76

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McCarthy Asset Management's JPM Position: Q2 2022 in Review

McCarthy Asset Management sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 708 shares — an estimated $97K sold.

McCarthy Asset Management first reported a position in JPM in Q4 2020 and held it in 6 quarters. The position peaked at $116K in Q3 2021. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

McCarthy Asset Management reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 708 JPMorgan Chase shares in Q2 2022, an estimated $97K.
McCarthy Asset Management first reported a position in JPMorgan Chase in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's JPMorgan Chase position peaked at $116K in Q3 2021.
3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.