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 Q2	$267K	Sell	817 -92	-10%	-$28.6K	0.11%	28
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Carroll Investors's JPM Position: Q2 2026 in Review

Carroll Investors reduced its JPMorgan Chase (JPM) stake by 10% in Q2 2026, selling an estimated $28.6K and leaving 817 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #28.

Carroll Investors first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. The position peaked at $301K in Q3 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Carroll Investors held 817 shares of JPMorgan Chase worth $267K as of Q2 2026.
Carroll Investors sold 92 JPMorgan Chase shares in Q2 2026, an estimated $28.6K.
JPMorgan Chase made up 0.11% of Carroll Investors's portfolio in Q2 2026, its #28 holding.
Carroll Investors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
Carroll Investors's JPMorgan Chase position peaked at $301K in Q3 2025.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Carroll Investors's 13F filing for Q2 2026, filed 3 Aug 2026.