Carter Financial Group’s JPMorgan Chase JPM Stock Holding History

Carter Financial Group’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	$317K	Sell	970 -1,527	-61%	-$474K	0.16%	94
2026 Q1	$735K	Sell	2,497 -74	-3%	-$22.5K	0.45%	45
2025 Q4	$828K	Sell	2,571 -190	-7%	-$58.8K	0.49%	42
2025 Q3	$871K	Buy	2,761 +655	+31%	+$195K	0.53%	39
2025 Q2	$611K	Buy	+2,106	New	+$537K	0.4%	48

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Carter Financial Group's JPM Position: Q2 2026 in Review

Carter Financial Group reduced its JPMorgan Chase (JPM) stake by 61% in Q2 2026, selling an estimated $474K and leaving 970 shares worth $317K. The position accounts for 0.16% of the portfolio, ranked #94.

Carter Financial Group first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $871K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Carter Financial Group held 970 shares of JPMorgan Chase worth $317K as of Q2 2026.
Carter Financial Group sold 1,527 JPMorgan Chase shares in Q2 2026, an estimated $474K.
JPMorgan Chase made up 0.16% of Carter Financial Group's portfolio in Q2 2026, its #94 holding.
Carter Financial Group first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
Carter Financial Group's JPMorgan Chase position peaked at $871K in Q3 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.