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Carolina Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Carolina Wealth 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
Q2 		$48.8K Hold
149
– – 0.02% 115
2026
Q1 		$43.8K Sell
149
-9
-6% -$2.73K 0.02% 116
2025
Q4 		$50.9K Buy
158
+9
+6% +$2.79K 0.02% 120
2025
Q3 		$47K Hold
149
– – 0.02% 122
2025
Q2 		$43.2K Hold
149
– – 0.02% 100
2025
Q1 		$36.5K Hold
149
– – 0.02% 95
2024
Q4 		$35.7K Sell
149
-40
-21% -$9.32K 0.02% 106
2024
Q3 		$39.9K Buy
189
+50
+36% +$10.5K 0.02% 128
2024
Q2 		$28.1K Hold
139
– – 0.01% 112
2024
Q1 		$27.8K Buy
139
+40
+40% +$7.22K 0.02% 120
2023
Q4 		$16.8K Hold
99
– – 0.01% 146
2023
Q3 		$14.4K Hold
99
– – 0.01% 159
2023
Q2 		$14.4K Hold
99
– – 0.01% 145
2023
Q1 		$12.9K Buy
99
+14
+16% +$1.92K 0.01% 146
2022
Q4 		$11K Hold
85
– – 0.01% 143
2022
Q3 		$9K Hold
85
– – 0.01% 146
2022
Q2 		$10K Hold
85
– – 0.01% 163
2022
Q1 		$12K Sell
85
-150
-64% -$22.1K 0.01% 169
2021
Q4 		$37K Buy
235
+150
+176% +$24.6K 0.02% 144
2021
Q3 		$14K Hold
85
– – 0.01% 171
2021
Q2 		$13K Sell
85
-36
-30% -$5.65K 0.01% 184
2021
Q1 		$18K Buy
121
+96
+384% +$13.8K 0.01% 174
2020
Q4 		$3K Sell
25
-24
-49% -$2.68K ﹤0.01% 200
2020
Q3 		$5K Buy
49
+24
+96% +$2.36K ﹤0.01% 168
2020
Q2 		$2K Hold
25
– – ﹤0.01% 154
2020
Q1 		$2K Hold
25
– – ﹤0.01% 152
2019
Q4 		$3K Buy
+25
New +$3.21K ﹤0.01% 161

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Carolina Wealth Advisors's JPM Position: Q2 2026 in Review

Carolina Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 149 shares worth $48.8K. The position accounts for 0.02% of the portfolio, ranked #115.

Carolina Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $50.9K in Q4 2025. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Carolina Wealth Advisors held 149 shares of JPMorgan Chase worth $48.8K as of Q2 2026.
  • Carolina Wealth Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.02% of Carolina Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Carolina Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's JPMorgan Chase position peaked at $50.9K in Q4 2025.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.