Carroll Investors’s JPMorgan Chase JPM Stock Holding History

Carroll Investors’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	$267K	Buy	+909	New	+$276K	0.14%	28
2025 Q4	–	Sell	-955	Closed	-$301K	–	33
2025 Q3	$301K	Sell	955 -1	-0.1%	-$297	0.15%	24
2025 Q2	$276K	Hold	956	–	–	0.15%	24
2025 Q1	$233K	Hold	956	–	–	0.16%	26
2024 Q4	$229K	Hold	956	–	–	0.13%	28
2024 Q3	$201K	Buy	+956	New	+$201K	0.13%	28
2023 Q4	–	Sell	-1,546	Closed	-$228K	–	27
2023 Q3	$228K	Buy	+1,546	New	+$232K	0.2%	26
2023 Q1	–	Sell	-2,158	Closed	-$288K	–	44
2022 Q4	$288K	Hold	2,158	–	–	0.3%	33
2022 Q3	$229K	Buy	+2,158	New	+$248K	0.18%	38
2022 Q2	–	Sell	-196	Closed	-$25K	–	103
2022 Q1	$25K	Hold	196	–	–	0.02%	101
2021 Q4	$30K	Buy	+196	New	+$32.2K	0.02%	117

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carroll Investors's JPM Position: Q1 2026 in Review

Carroll Investors opened a new position in JPMorgan Chase (JPM) in Q1 2026: 909 shares worth $267K. The stake represents 0.14% of the portfolio and ranks #28 among its holdings. This is a return to the name: Carroll Investors previously reported a position in JPM as recently as Q3 2025.

Carroll Investors first reported a position in JPM in Q4 2021 and has held it in 11 quarters since. The position peaked at $301K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Carroll Investors held 909 shares of JPMorgan Chase worth $267K as of Q1 2026.
JPMorgan Chase was a new Carroll Investors position in Q1 2026.
JPMorgan Chase made up 0.14% of Carroll Investors's portfolio in Q1 2026, its #28 holding.
Carroll Investors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 11 quarters since.
Carroll Investors's JPMorgan Chase position peaked at $301K in Q3 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Carroll Investors's 13F filing for Q1 2026, filed 15 May 2026.