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Carderock Capital Management’s JPMorgan Chase JPM Stock Holding History

Carderock Capital Management’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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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. 2,568 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.
  • 2,568 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.