Carderock Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $540K | Sell |
1,651
-600
| -27% | -$186K | 0.12% | 58 |
|
|
2026
Q1 | $662K | Buy |
2,251
+1,597
| +244% | +$485K | 0.16% | 55 |
|
|
2025
Q4 | $211K | Sell |
654
-14
| -2% | -$4.33K | 0.05% | 67 |
|
|
2025
Q3 | $211K | Buy |
668
+68
| +11% | +$20.2K | 0.05% | 71 |
|
|
2025
Q2 | $174K | Buy |
+600
| New | +$153K | 0.04% | 78 |
|
|
2023
Q2 | – | Sell |
-25
| Closed | -$3.26K | – | 87 |
|
|
2023
Q1 | $3.26K | Sell |
25
-19,846
| -100% | -$2.72M | ﹤0.01% | 125 |
|
|
2022
Q4 | $2.67M | Sell |
19,871
-1,821
| -8% | -$231K | 1.11% | 40 |
|
|
2022
Q3 | $2.27M | Sell |
21,692
-17,304
| -44% | -$1.99M | 1.16% | 39 |
|
|
2022
Q2 | $4.39M | Buy |
38,996
+9,320
| +31% | +$1.15M | 1.83% | 22 |
|
|
2022
Q1 | $4.04M | Buy |
29,676
+181
| +0.6% | +$26.7K | 1.31% | 41 |
|
|
2021
Q4 | $4.67M | Buy |
29,495
+2,760
| +10% | +$453K | 1.12% | 40 |
|
|
2021
Q3 | $4.38M | Buy |
26,735
+700
| +3% | +$110K | 1.23% | 36 |
|
|
2021
Q2 | $4.05M | Sell |
26,035
-71
| -0.3% | -$11.2K | 1.11% | 42 |
|
|
2021
Q1 | $3.97M | Buy |
26,106
+93
| +0.4% | +$13.4K | 1.19% | 42 |
|
|
2020
Q4 | $3.31M | Sell |
26,013
-1,501
| -5% | -$168K | 1% | 45 |
|
|
2020
Q3 | $2.65M | Sell |
27,514
-2,487
| -8% | -$244K | 0.89% | 47 |
|
|
2020
Q2 | $2.82M | Buy |
30,001
+737
| +3% | +$69.9K | 1.04% | 44 |
|
|
2020
Q1 | $2.63M | Sell |
29,264
-5,545
| -16% | -$674K | 1.21% | 42 |
|
|
2019
Q4 | $4.85M | Buy |
34,809
+8,557
| +33% | +$1.1M | 1.63% | 33 |
|
|
2019
Q3 | $3.09M | Buy |
26,252
+510
| +2% | +$57.7K | 1.14% | 45 |
|
|
2019
Q2 | $2.88M | Buy |
25,742
+216
| +0.8% | +$23.8K | 1.09% | 46 |
|
|
2019
Q1 | $2.58M | Buy |
25,526
+3,064
| +14% | +$316K | 1.05% | 43 |
|
|
2018
Q4 | $2.19M | Sell |
22,462
-507
| -2% | -$54K | 1.13% | 43 |
|
|
2018
Q3 | $2.59M | Buy |
22,969
+325
| +1% | +$36.9K | 1.02% | 44 |
|
|
2018
Q2 | $2.36M | Sell |
22,644
-67
| -0.3% | -$7.35K | 1.02% | 45 |
|
|
2018
Q1 | $2.5M | Buy |
22,711
+405
| +2% | +$45.9K | 1.1% | 43 |
|
|
2017
Q4 | $2.38M | Buy |
22,306
+702
| +3% | +$71.1K | 1.05% | 44 |
|
|
2017
Q3 | $2.06M | Buy |
21,604
+94
| +0.4% | +$8.67K | 0.93% | 47 |
|
|
2017
Q2 | $1.97M | Buy |
21,510
+58
| +0.3% | +$5K | 0.89% | 49 |
|
|
2017
Q1 | $1.88M | Buy |
+21,452
| New | +$1.89M | 0.87% | 51 |
|
Other funds holding JPM
Carderock Capital Management's JPM Position: Q2 2026 in Review
Carderock Capital Management reduced its JPMorgan Chase (JPM) stake by 27% in Q2 2026, selling an estimated $186K and leaving 1,651 shares worth $540K. The position accounts for 0.12% of the portfolio, ranked #58.
Carderock Capital Management first reported a position in JPM in Q1 2017 and has held it in 30 quarters since. The position peaked at $4.85M in Q4 2019. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Carderock Capital Management held 1,651 shares of JPMorgan Chase worth $540K as of Q2 2026.
- Carderock Capital Management sold 600 JPMorgan Chase shares in Q2 2026, an estimated $186K.
- JPMorgan Chase made up 0.12% of Carderock Capital Management's portfolio in Q2 2026, its #58 holding.
- Carderock Capital Management first reported a position in JPMorgan Chase in Q1 2017 and has held it in 30 quarters since.
- Carderock Capital Management's JPMorgan Chase position peaked at $4.85M in Q4 2019.
- 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Carderock Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.