Carmel Capital Management’s JPMorgan Chase JPM Stock Holding History

Carmel 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	$20.3M	Buy	62,144 +45	+0.1%	+$14K	4.46%	7
2026 Q1	$18.3M	Sell	62,099 -128	-0.2%	-$38.8K	5.23%	6
2025 Q4	$20.1M	Buy	62,227 +850	+1%	+$263K	6.08%	5
2025 Q3	$19.4M	Buy	61,377 +105	+0.2%	+$31.2K	5.88%	3
2025 Q2	$17.8M	Sell	61,272 -100	-0.2%	-$25.5K	5.99%	3
2025 Q1	$15.1M	Sell	61,372 -75	-0.1%	-$19.1K	6.11%	3
2024 Q4	$14.7M	Sell	61,447 -210	-0.3%	-$48.9K	5.56%	3
2024 Q3	$13M	Sell	61,657 -836	-1%	-$176K	4.88%	7
2024 Q2	$12.6M	Buy	62,493 +60	+0.1%	+$11.7K	4.92%	7
2024 Q1	$12.5M	Buy	62,433 +425	+0.7%	+$76.7K	5.14%	6
2023 Q4	$10.5M	Buy	62,008 +55	+0.1%	+$8.34K	5.06%	6
2023 Q3	$8.98M	Sell	61,953 -400	-0.6%	-$60K	5.09%	6
2023 Q2	$9.07M	Buy	62,353 +600	+1%	+$82.5K	4.71%	6
2023 Q1	$8.05M	Buy	61,753 +180	+0.3%	+$24.7K	4.6%	7
2022 Q4	$8.26M	Buy	61,573 +650	+1%	+$82.4K	5.09%	6
2022 Q3	$6.37M	Buy	60,923 +2,105	+4%	+$242K	4.16%	9
2022 Q2	$6.62M	Buy	58,818 +1,750	+3%	+$217K	4.1%	9
2022 Q1	$7.78M	Buy	57,068 +500	+0.9%	+$73.8K	4.05%	8
2021 Q4	$8.96M	Buy	+56,568	New	+$9.29M	4.4%	9

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Carmel Capital Management's JPM Position: Q2 2026 in Review

Carmel Capital Management increased its JPMorgan Chase (JPM) stake by 0.07% in Q2 2026, buying an estimated $14K and bringing the position to 62,144 shares worth $20.3M. The position accounts for 4.46% of the portfolio, ranked #7.

Carmel Capital Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Carmel Capital Management held 62,144 shares of JPMorgan Chase worth $20.3M as of Q2 2026.
Carmel Capital Management bought 45 JPMorgan Chase shares in Q2 2026, an estimated $14K.
JPMorgan Chase made up 4.46% of Carmel Capital Management's portfolio in Q2 2026, its #7 holding.
Carmel Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Carmel Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.