CCA
JPM icon

Carrera Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Carrera Capital 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 		$6.93M Buy
21,175
+172
+0.8% +$53.4K 1.03% 20
2026
Q1 		$6.18M Buy
21,003
+930
+5% +$282K 0.95% 22
2025
Q4 		$6.47M Buy
20,073
+14,304
+248% +$4.43M 1.09% 20
2025
Q3 		$1.82M Buy
5,769
+121
+2% +$36K 0.33% 54
2025
Q2 		$1.64M Sell
5,648
-183
-3% -$46.7K 0.33% 58
2025
Q1 		$1.43M Buy
5,831
+1,045
+22% +$266K 0.32% 66
2024
Q4 		$1.15M Buy
4,786
+489
+11% +$114K 0.27% 64
2024
Q3 		$906K Buy
4,297
+406
+10% +$85.5K 0.22% 59
2024
Q2 		$787K Buy
+3,891
New +$761K 0.26% 47

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Carrera Capital Advisors's JPM Position: Q2 2026 in Review

Carrera Capital Advisors increased its JPMorgan Chase (JPM) stake by 0.82% in Q2 2026, buying an estimated $53.4K and bringing the position to 21,175 shares worth $6.93M. The position accounts for 1.03% of the portfolio, ranked #20.

Carrera Capital Advisors first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Carrera Capital Advisors held 21,175 shares of JPMorgan Chase worth $6.93M as of Q2 2026.
  • Carrera Capital Advisors bought 172 JPMorgan Chase shares in Q2 2026, an estimated $53.4K.
  • JPMorgan Chase made up 1.03% of Carrera Capital Advisors's portfolio in Q2 2026, its #20 holding.
  • Carrera Capital Advisors first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.