MC
McCarthy & Cox’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
3,451
-181
| -5% | -$52.5K | 0.26% | 28 |
|
|
2025
Q1 | $891K | Sell |
3,632
-102
| -3% | -$25K | 0.39% | 25 |
|
|
2024
Q4 | $895K | Sell |
3,734
-289
| -7% | -$69.3K | 0.31% | 30 |
|
|
2024
Q3 | $848K | Buy |
4,023
+2,237
| +125% | +$472K | 0.33% | 30 |
|
|
2024
Q2 | $361K | Buy |
1,786
+42
| +2% | +$8.5K | 0.14% | 37 |
|
|
2024
Q1 | $349K | Buy |
+1,744
| New | +$349K | 0.13% | 39 |
|