Ownership history in McCarthy & Cox · 8 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in J P MORGAN EXCHANGE TRADED F (JCPB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 13,752 | -618,081 | -97.8% | 7.89% | $651K | $46.97 |
| 2025 Q3 | ADDED | 631,833 | +23,612 | +3.9% | 6.85% | $30.0M | $46.41 |
| 2025 Q2 | ADDED | 608,221 | +24,430 | +4.2% | 7.50% | $28.6M | $45.37 |
| 2025 Q1 | ADDED | 583,791 | +16,163 | +2.8% | 11.96% | $27.5M | $44.78 |
| 2024 Q4 | REDUCED | 567,628 | -37,639 | -6.2% | 9.08% | $26.2M | $43.50 |
| 2024 Q3 | ADDED | 605,267 | +154,831 | +34.4% | 11.19% | $29.2M | $44.79 |
| 2024 Q2 | ADDED | 450,436 | +10,373 | +2.4% | 8.01% | $20.9M | $42.47 |
| 2024 Q1 | INITIATED | 440,063 | — | — | 7.75% | $20.5M | — |
As of 2025 Q4 — sorted by position size