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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
Q2 		$2.93M Sell
8,963
-11
-0.1% -$3.42K 1.35% 17
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 $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 $3.38T AUM 44.17% 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

Carson Advisory's JPM Position: Q2 2026 in Review

Carson Advisory reduced its JPMorgan Chase (JPM) stake by 0.12% in Q2 2026, selling an estimated $3.42K and leaving 8,963 shares worth $2.93M. The position accounts for 1.35% of the portfolio, ranked #17.

Carson Advisory first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.02M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Carson Advisory held 8,963 shares of JPMorgan Chase worth $2.93M as of Q2 2026.
  • Carson Advisory sold 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 1.35% of Carson Advisory's portfolio in Q2 2026, its #17 holding.
  • Carson Advisory first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's JPMorgan Chase position peaked at $3.02M in Q3 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.