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 Q3	$1.03M	Sell
2025 Q2	$1M	Sell
2025 Q1	$891K	Sell
2024 Q4	$895K	Sell
2024 Q3	$848K	Buy
2024 Q2	$361K	Buy
2024 Q1	$349K	Buy