CCM
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carmel Capital Management's JPM Position: Q1 2026 in Review

Carmel Capital Management reduced its JPMorgan Chase (JPM) stake by 0.21% in Q1 2026, selling an estimated $38.8K and leaving 62,099 shares worth $18.3M. The position accounts for 5.23% of the portfolio, ranked #6.

Carmel Capital Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $20.1M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Carmel Capital Management held 62,099 shares of JPMorgan Chase worth $18.3M as of Q1 2026.
  • Carmel Capital Management sold 128 JPMorgan Chase shares in Q1 2026, an estimated $38.8K.
  • JPMorgan Chase made up 5.23% of Carmel Capital Management's portfolio in Q1 2026, its #6 holding.
  • Carmel Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Carmel Capital Management's JPMorgan Chase position peaked at $20.1M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Carmel Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.