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Carolinas Wealth Consulting’s JPMorgan Chase JPM Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-4,590
Closed -$1.13M – 504
2025
Q1 		$1.13M Sell
4,590
-868
-16% -$221K 0.24% 58
2024
Q4 		$1.31M Sell
5,458
-433
-7% -$101K 0.26% 54
2024
Q3 		$1.24M Buy
5,891
+81
+1% +$17.1K 0.23% 61
2024
Q2 		$1.18M Buy
5,810
+11
+0.2% +$2.15K 0.23% 57
2024
Q1 		$1.16M Sell
5,799
-158
-3% -$28.5K 0.23% 60
2023
Q4 		$1.01M Buy
5,957
+101
+2% +$15.3K 0.22% 61
2023
Q3 		$814K Sell
5,856
-1,951
-25% -$292K 0.2% 64
2023
Q2 		$1.14M Sell
7,807
-427
-5% -$58.7K 0.23% 64
2023
Q1 		$1.07M Buy
8,234
+229
+3% +$31.4K 0.23% 65
2022
Q4 		$1.07M Sell
8,005
-101
-1% -$12.8K 0.24% 58
2022
Q3 		$847K Sell
8,106
-210
-3% -$24.1K 0.21% 59
2022
Q2 		$936K Buy
8,316
+467
+6% +$57.9K 0.23% 54
2022
Q1 		$1.07M Sell
7,849
-241
-3% -$35.6K 0.24% 54
2021
Q4 		$1.28M Buy
8,090
+1,001
+14% +$164K 0.28% 48
2021
Q3 		$1.16M Sell
7,089
-450
-6% -$70.5K 0.27% 49
2021
Q2 		$1.17M Buy
7,539
+777
+11% +$122K 0.26% 49
2021
Q1 		$1.03M Sell
6,762
-188
-3% -$27K 0.25% 50
2020
Q4 		$883K Buy
6,950
+1,442
+26% +$161K 0.24% 49
2020
Q3 		$530K Buy
5,508
+2,130
+63% +$209K 0.18% 61
2020
Q2 		$318K Buy
3,378
+743
+28% +$70.5K 0.13% 76
2020
Q1 		$237K Buy
+2,635
New +$320K 0.13% 86

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Carolinas Wealth Consulting's JPM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 4,590 shares — an estimated $1.13M sold.

Carolinas Wealth Consulting first reported a position in JPM in Q1 2020 and held it in 21 quarters. The position peaked at $1.31M in Q4 2024. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4,590 JPMorgan Chase shares in Q2 2025, an estimated $1.13M.
  • Carolinas Wealth Consulting first reported a position in JPMorgan Chase in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's JPMorgan Chase position peaked at $1.31M in Q4 2024.
  • 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.