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Carmel Capital Partners’s JPMorgan Chase JPM Stock Holding History

Carmel Capital Partners’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 		$1.02M Buy
3,107
+72
+2% +$22.4K 0.34% 59
2026
Q1 		$893K Buy
3,035
+70
+2% +$21.2K 0.32% 67
2025
Q4 		$955K Buy
2,965
+1,206
+69% +$373K 0.34% 66
2025
Q3 		$555K Sell
1,759
-2,451
-58% -$729K 0.23% 72
2025
Q2 		$1.22M Buy
4,210
+648
+18% +$165K 0.43% 58
2025
Q1 		$874K Buy
3,562
+16
+0.5% +$4.08K 0.34% 63
2024
Q4 		$850K Buy
3,546
+12
+0.3% +$2.79K 0.34% 61
2024
Q3 		$745K Buy
3,534
+118
+3% +$24.9K 0.29% 70
2024
Q2 		$691K Buy
3,416
+83
+2% +$16.2K 0.29% 68
2024
Q1 		$668K Buy
3,333
+845
+34% +$152K 0.28% 70
2023
Q4 		$423K Sell
2,488
-804
-24% -$122K 0.22% 80
2023
Q3 		$477K Buy
3,292
+858
+35% +$129K 0.21% 78
2023
Q2 		$354K Buy
2,434
+67
+3% +$9.21K 0.18% 86
2023
Q1 		$308K Buy
2,367
+205
+9% +$28.1K 0.18% 93
2022
Q4 		$290K Buy
2,162
+231
+12% +$29.3K 0.2% 100
2022
Q3 		$202K Buy
+1,931
New +$222K 0.2% 110

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Carmel Capital Partners increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $22.4K and bringing the position to 3,107 shares worth $1.02M. The position accounts for 0.34% of the portfolio, ranked #59.

Carmel Capital Partners first reported a position in JPM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q2 2025. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Carmel Capital Partners held 3,107 shares of JPMorgan Chase worth $1.02M as of Q2 2026.
  • Carmel Capital Partners bought 72 JPMorgan Chase shares in Q2 2026, an estimated $22.4K.
  • JPMorgan Chase made up 0.34% of Carmel Capital Partners's portfolio in Q2 2026, its #59 holding.
  • Carmel Capital Partners first reported a position in JPMorgan Chase in Q3 2022 and has held it in 16 quarters since.
  • Carmel Capital Partners's JPMorgan Chase position peaked at $1.22M in Q2 2025.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.