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CarsonAllaria Wealth Management’s JPMorgan Chase JPM Stock Holding History

CarsonAllaria Wealth Management’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
2025
Q4 		– Sell
-1,309
Closed -$413K – 69
2025
Q3 		$413K Buy
1,309
+71
+6% +$21.1K 0.21% 40
2025
Q2 		$359K Sell
1,238
-11
-0.9% -$2.81K 0.19% 41
2025
Q1 		$307K Sell
1,249
-33
-3% -$8.41K 0.18% 44
2024
Q4 		$307K Sell
1,282
-254
-17% -$59.2K 0.18% 47
2024
Q3 		$324K Sell
1,536
-367
-19% -$77.3K 0.19% 46
2024
Q2 		$385K Sell
1,903
-170
-8% -$33.2K 0.24% 39
2024
Q1 		$415K Sell
2,073
-491
-19% -$88.6K 0.26% 39
2023
Q4 		$436K Sell
2,564
-114
-4% -$17.3K 0.31% 35
2023
Q3 		$388K Sell
2,678
-26
-1% -$3.9K 0.32% 36
2023
Q2 		$393K Sell
2,704
-40
-1% -$5.5K 0.31% 38
2023
Q1 		$358K Buy
2,744
+11
+0.4% +$1.51K 0.3% 40
2022
Q4 		$367K Sell
2,733
-46
-2% -$5.83K 0.32% 40
2022
Q3 		$290K Buy
2,779
+955
+52% +$110K 0.27% 45
2022
Q2 		$205K Buy
1,824
+1,799
+7,196% +$223K 0.19% 63
2022
Q1 		$3K Hold
25
– – ﹤0.01% 286
2021
Q4 		$4K Buy
+25
New +$4.11K ﹤0.01% 285

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CarsonAllaria Wealth Management's JPM Position: Q4 2025 in Review

CarsonAllaria Wealth Management sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 1,309 shares — an estimated $413K sold.

CarsonAllaria Wealth Management first reported a position in JPM in Q4 2021 and held it in 16 quarters. The position peaked at $436K in Q4 2023. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • CarsonAllaria Wealth Management reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,309 JPMorgan Chase shares in Q4 2025, an estimated $413K.
  • CarsonAllaria Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and held it in 16 quarters.
  • CarsonAllaria Wealth Management's JPMorgan Chase position peaked at $436K in Q4 2023.
  • 5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.