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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
2020
Q4 		– Sell
-2
Closed -$6K – 627
2020
Q3 		$6K Buy
+2
New +$196 ﹤0.01% 825

Other funds holding JPM

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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. 4,169 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.
  • 4,169 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.