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Disclosery

McCarthy & Cox: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McCarthy & Cox on JPM, newest first. How the timeline and the estimate are built.

McCarthy & Cox held 0 JPM shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,269 shares

    13F-HR 0002020726-26-000001 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 3,269 shares
    Change vs previous 13F -182 shares

    0.24% of the 13F portfolio, value $1,031,092.

    13F-HR 0001085146-25-005934 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 3,451 shares
    Change vs previous 13F -181 shares

    0.26% of the 13F portfolio, value $1,000,555.

    13F-HR 0001085146-25-003867 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 3,632 shares
    Change vs previous 13F -102 shares

    0.39% of the 13F portfolio, value $890,987.

    13F-HR 0001085146-25-002083 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 3,734 shares
    Change vs previous 13F -289 shares

    0.31% of the 13F portfolio, value $895,069.

    13F-HR 0001085146-25-000278 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 4,023 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $848,202.

    13F-HR 0001085146-24-004832 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).