McCarthy & Cox’s JPMorgan Chase JPM Stock Holding History

McCarthy & Cox’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 Q4	–	Sell	-3,269	Closed	-$1.03M	–	53
2025 Q3	$1.03M	Sell	3,269 -182	-5%	-$54.1K	0.24%	30
2025 Q2	$1M	Sell	3,451 -181	-5%	-$46.2K	0.26%	28
2025 Q1	$891K	Sell	3,632 -102	-3%	-$26K	0.39%	25
2024 Q4	$895K	Sell	3,734 -289	-7%	-$67.3K	0.31%	30
2024 Q3	$848K	Buy	4,023 +2,237	+125%	+$471K	0.33%	30
2024 Q2	$361K	Buy	1,786 +42	+2%	+$8.21K	0.14%	37
2024 Q1	$349K	Buy	+1,744	New	+$315K	0.13%	39

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

McCarthy & Cox's JPM Position: Q4 2025 in Review

McCarthy & Cox sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 3,269 shares — an estimated $1.03M sold.

McCarthy & Cox first reported a position in JPM in Q1 2024 and held it in 7 quarters. The position peaked at $1.03M in Q3 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

McCarthy & Cox reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 3,269 JPMorgan Chase shares in Q4 2025, an estimated $1.03M.
McCarthy & Cox first reported a position in JPMorgan Chase in Q1 2024 and held it in 7 quarters.
McCarthy & Cox's JPMorgan Chase position peaked at $1.03M in Q3 2025.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.