Cary Street Partners Investment Advisory’s JPMorgan Chase JPM Stock Holding History

Cary Street Partners Investment 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	$3.74M	Buy	11,416 +1,076	+10%	+$334K	0.76%	27
2026 Q1	$3.04M	Buy	10,340 +162	+2%	+$49.2K	0.78%	27
2025 Q4	$3.28M	Buy	10,178 +559	+6%	+$173K	0.88%	20
2025 Q3	$3.03M	Buy	9,619 +515	+6%	+$153K	1.27%	11
2025 Q2	$2.64M	Buy	9,104 +526	+6%	+$134K	1.28%	13
2025 Q1	$2.1M	Buy	8,578 +987	+13%	+$252K	1.21%	12
2024 Q4	$1.82M	Sell	7,591 -96,071	-93%	-$22.4M	1.19%	15
2024 Q3	$21.9M	Sell	103,662 -451	-0.4%	-$95K	0.81%	23
2024 Q2	$21.1M	Buy	104,113 +2,043	+2%	+$399K	0.85%	21
2024 Q1	$20.4M	Sell	102,070 -168	-0.2%	-$30.3K	0.86%	20
2023 Q4	$17.4M	Sell	102,238 -671	-0.7%	-$102K	0.83%	24
2023 Q3	$14.9M	Buy	102,909 +35,318	+52%	+$5.29M	0.8%	22
2023 Q2	$9.83M	Buy	67,591 +9,000	+15%	+$1.24M	0.63%	37
2023 Q1	$7.63M	Sell	58,591 -865	-1%	-$119K	0.55%	50
2022 Q4	$7.97M	Sell	59,456 -1,305	-2%	-$165K	0.59%	47
2022 Q3	$6.35M	Buy	60,761 +6,596	+12%	+$757K	0.52%	55
2022 Q2	$6.1M	Buy	54,165 +27,452	+103%	+$3.4M	0.52%	58
2022 Q1	$3.64M	Buy	26,713 +2,507	+10%	+$370K	1%	21
2021 Q4	$3.83M	Buy	24,206 +4,096	+20%	+$673K	1.06%	21
2021 Q3	$3.29M	Buy	20,110 +943	+5%	+$148K	1.08%	20
2021 Q2	$2.98M	Buy	19,167 +9,701	+102%	+$1.52M	0.96%	25
2021 Q1	$1.44M	Sell	9,466 -16,191	-63%	-$2.33M	0.59%	47
2020 Q4	$3.26M	Sell	25,657 -16,640	-39%	-$1.86M	0.63%	33
2020 Q3	$4.07M	Buy	42,297 +38,099	+908%	+$3.74M	0.86%	29
2020 Q2	$394K	Sell	4,198 -224	-5%	-$21.3K	0.56%	51
2020 Q1	$398K	Sell	4,422 -825	-16%	-$100K	0.93%	33
2019 Q4	$731K	Buy	+5,247	New	+$673K	0.8%	36
2018 Q4	$367K	Buy	+3,765	New	+$401K	0.36%	53

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cary Street Partners Investment Advisory's JPM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its JPMorgan Chase (JPM) stake by 10% in Q2 2026, buying an estimated $334K and bringing the position to 11,416 shares worth $3.74M. The position accounts for 0.76% of the portfolio, ranked #27.

Cary Street Partners Investment Advisory first reported a position in JPM in Q4 2018 and has held it in 28 quarters since. The position peaked at $21.9M in Q3 2024. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cary Street Partners Investment Advisory held 11,416 shares of JPMorgan Chase worth $3.74M as of Q2 2026.
Cary Street Partners Investment Advisory bought 1,076 JPMorgan Chase shares in Q2 2026, an estimated $334K.
JPMorgan Chase made up 0.76% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #27 holding.
Cary Street Partners Investment Advisory first reported a position in JPMorgan Chase in Q4 2018 and has held it in 28 quarters since.
Cary Street Partners Investment Advisory's JPMorgan Chase position peaked at $21.9M in Q3 2024.
3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.