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McCarley & Cook Financial Planners’s JPMorgan Chase JPM Stock Holding History

McCarley & Cook Financial Planners’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
2026
Q3 		$78.4K Hold
237
– – 0.06% 79
2026
Q2 		$77.6K Hold
237
– – 0.06% 79
2026
Q1 		$69.7K Hold
237
– – 0.06% 84
2025
Q4 		$76.4K Buy
+237
New +$73.4K 0.07% 72

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McCarley & Cook Financial Planners's JPM Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its JPMorgan Chase (JPM) position steady in Q3 2026 at 237 shares worth $78.4K. The position accounts for 0.06% of the portfolio, ranked #79.

McCarley & Cook Financial Planners first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. 2,047 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • McCarley & Cook Financial Planners held 237 shares of JPMorgan Chase worth $78.4K as of Q3 2026.
  • McCarley & Cook Financial Planners left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.06% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #79 holding.
  • McCarley & Cook Financial Planners first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • 2,047 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.