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Carr Financial Group’s JPMorgan Chase JPM Stock Holding History

Carr Financial Group’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 		$2.19M Buy
6,695
+33
+0.5% +$10.2K 0.5% 41
2026
Q1 		$1.96M Sell
6,662
-52
-0.8% -$15.8K 0.52% 38
2025
Q4 		$2.16M Sell
6,714
-89
-1% -$27.6K 0.58% 34
2025
Q3 		$2.15M Buy
6,803
+902
+15% +$268K 0.59% 36
2025
Q2 		$1.71M Sell
5,901
-156
-3% -$39.8K 0.5% 37
2025
Q1 		$1.49M Buy
6,057
+413
+7% +$105K 0.49% 42
2024
Q4 		$1.35M Sell
5,644
-117
-2% -$27.3K 0.42% 49
2024
Q3 		$1.21M Sell
5,761
-21
-0.4% -$4.42K 0.36% 55
2024
Q2 		$1.17M Sell
5,782
-576
-9% -$113K 0.37% 52
2024
Q1 		$1.27M Buy
6,358
+2,137
+51% +$386K 0.42% 45
2023
Q4 		$718K Hold
4,221
– – 0.27% 65
2023
Q3 		$604K Buy
4,221
+206
+5% +$30.9K 0.24% 73
2023
Q2 		$584K Sell
4,015
-326
-8% -$44.8K 0.23% 78
2023
Q1 		$566K Buy
4,341
+199
+5% +$27.3K 0.25% 78
2022
Q4 		$555K Buy
+4,142
New +$525K 0.29% 74

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Carr Financial Group's JPM Position: Q2 2026 in Review

Carr Financial Group increased its JPMorgan Chase (JPM) stake by 0.5% in Q2 2026, buying an estimated $10.2K and bringing the position to 6,695 shares worth $2.19M. The position accounts for 0.5% of the portfolio, ranked #41.

Carr Financial Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Carr Financial Group held 6,695 shares of JPMorgan Chase worth $2.19M as of Q2 2026.
  • Carr Financial Group bought 33 JPMorgan Chase shares in Q2 2026, an estimated $10.2K.
  • JPMorgan Chase made up 0.5% of Carr Financial Group's portfolio in Q2 2026, its #41 holding.
  • Carr Financial Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.