A detailed history of Mc Carthy & Cox transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mc Carthy & Cox holds 3,734 shares of JPM stock, worth $995,409. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,734
Previous 4,023 7.18%
Holding current value
$995,409
Previous $848 Million 5.53%
% of portfolio
0.31%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

SELL
$205.18 - $250.29 $59,297 - $72,333
-289 Reduced 7.18%
3,734 $895 Million
Q3 2024

Oct 10, 2024

BUY
$194.9 - $224.8 $435,991 - $502,877
2,237 Added 125.25%
4,023 $848 Million
Q2 2024

Jul 22, 2024

BUY
$180.08 - $204.79 $7,563 - $8,601
42 Added 2.41%
1,786 $361 Million
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $291,404 - $349,323
1,744 New
1,744 $349 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $782B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Mc Carthy & Cox Portfolio

Follow Mc Carthy & Cox and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Carthy & Cox, based on Form 13F filings with the SEC.

News

Stay updated on Mc Carthy & Cox with notifications on news.