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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
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 $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 Partners's JPM Position: Q1 2026 in Review

Carmel Capital Partners increased its JPMorgan Chase (JPM) stake by 2.4% in Q1 2026, buying an estimated $21.2K and bringing the position to 3,035 shares worth $893K. The position accounts for 0.32% of the portfolio, ranked #67.

Carmel Capital Partners first reported a position in JPM in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Carmel Capital Partners held 3,035 shares of JPMorgan Chase worth $893K as of Q1 2026.
  • Carmel Capital Partners bought 70 JPMorgan Chase shares in Q1 2026, an estimated $21.2K.
  • JPMorgan Chase made up 0.32% of Carmel Capital Partners's portfolio in Q1 2026, its #67 holding.
  • Carmel Capital Partners first reported a position in JPMorgan Chase in Q3 2022 and has held it in 15 quarters since.
  • Carmel Capital Partners's JPMorgan Chase position peaked at $1.22M in Q2 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.