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Carnegie Lake Advisors’s JPMorgan Chase JPM Stock Holding History

Carnegie Lake Advisors’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 		$6.23M Buy
21,164
+494
+2% +$150K 2.47% 10
2025
Q4 		$6.66M Sell
20,670
-39
-0.2% -$12.1K 2.54% 10
2025
Q3 		$6.53M Sell
20,709
-465
-2% -$138K 2.51% 9
2025
Q2 		$6.14M Sell
21,174
-281
-1% -$71.7K 2.43% 7
2025
Q1 		$5.26M Buy
21,455
+121
+0.6% +$30.8K 2.14% 9
2024
Q4 		$5.11M Sell
21,334
-575
-3% -$134K 2.06% 11
2024
Q3 		$4.62M Buy
+21,909
New +$4.61M 1.83% 12

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

Carnegie Lake Advisors's JPM Position: Q1 2026 in Review

Carnegie Lake Advisors increased its JPMorgan Chase (JPM) stake by 2.4% in Q1 2026, buying an estimated $150K and bringing the position to 21,164 shares worth $6.23M. The position accounts for 2.47% of the portfolio, ranked #10.

Carnegie Lake Advisors first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.66M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Carnegie Lake Advisors held 21,164 shares of JPMorgan Chase worth $6.23M as of Q1 2026.
  • Carnegie Lake Advisors bought 494 JPMorgan Chase shares in Q1 2026, an estimated $150K.
  • JPMorgan Chase made up 2.47% of Carnegie Lake Advisors's portfolio in Q1 2026, its #10 holding.
  • Carnegie Lake Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • Carnegie Lake Advisors's JPMorgan Chase position peaked at $6.66M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.