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Carson Advisory’s JPMorgan Chase JPM Stock Holding History

Carson Advisory’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 		$2.64M Sell
8,974
-100
-1% -$30.3K 1.37% 18
2025
Q4 		$2.92M Sell
9,074
-489
-5% -$151K 1.52% 17
2025
Q3 		$3.02M Sell
9,563
-370
-4% -$110K 1.63% 16
2025
Q2 		$2.88M Sell
9,933
-50
-0.5% -$12.8K 1.83% 14
2025
Q1 		$2.45M Sell
9,983
-67
-0.7% -$17.1K 1.65% 14
2024
Q4 		$2.41M Sell
10,050
-660
-6% -$154K 1.68% 15
2024
Q3 		$2.26M Sell
10,710
-252
-2% -$53.1K 1.42% 16
2024
Q2 		$2.22M Sell
10,962
-376
-3% -$73.5K 1.56% 15
2024
Q1 		$2.27M Buy
11,338
+52
+0.5% +$9.38K 1.6% 15
2023
Q4 		$1.92M Sell
11,286
-85
-0.7% -$12.9K 1.49% 15
2023
Q3 		$1.65M Buy
11,371
+1,290
+13% +$193K 1.45% 13
2023
Q2 		$1.47M Sell
10,081
-80
-0.8% -$11K 1.24% 20
2023
Q1 		$1.32M Sell
10,161
-531
-5% -$72.8K 1.18% 21
2022
Q4 		$1.43M Sell
10,692
-52
-0.5% -$6.59K 1.38% 19
2022
Q3 		$1.12M Buy
10,744
+1,733
+19% +$199K 1.24% 19
2022
Q2 		$1.01M Buy
9,011
+896
+11% +$111K 1.13% 22
2022
Q1 		$1.11M Sell
8,115
-96
-1% -$14.2K 1.1% 24
2021
Q4 		$1.3M Buy
+8,211
New +$1.35M 1.32% 19

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Carson Advisory's JPM Position: Q1 2026 in Review

Carson Advisory reduced its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, selling an estimated $30.3K and leaving 8,974 shares worth $2.64M. The position accounts for 1.37% of the portfolio, ranked #18.

Carson Advisory first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.02M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Carson Advisory held 8,974 shares of JPMorgan Chase worth $2.64M as of Q1 2026.
  • Carson Advisory sold 100 JPMorgan Chase shares in Q1 2026, an estimated $30.3K.
  • JPMorgan Chase made up 1.37% of Carson Advisory's portfolio in Q1 2026, its #18 holding.
  • Carson Advisory first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's JPMorgan Chase position peaked at $3.02M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.