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Cary Street Partners’s JPMorgan Chase JPM Stock Holding History

Cary Street Partners’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 		$36.1M Buy
110,329
+5,133
+5% +$1.59M 0.79% 22
2026
Q1 		$30.9M Sell
105,196
-2,592
-2% -$787K 0.77% 26
2025
Q4 		$34.7M Buy
107,788
+512
+0.5% +$159K 0.86% 22
2025
Q3 		$33.8M Sell
107,276
-792
-0.7% -$236K 0.88% 22
2025
Q2 		$31.3M Buy
108,068
+3,463
+3% +$884K 0.88% 20
2025
Q1 		$25.7M Sell
104,605
-1,373
-1% -$350K 0.81% 23
2024
Q4 		$25.4M Buy
+105,978
New +$24.7M 0.83% 24

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cary Street Partners increased its JPMorgan Chase (JPM) stake by 4.9% in Q2 2026, buying an estimated $1.59M and bringing the position to 110,329 shares worth $36.1M. The position accounts for 0.79% of the portfolio, ranked #22.

Cary Street Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cary Street Partners held 110,329 shares of JPMorgan Chase worth $36.1M as of Q2 2026.
  • Cary Street Partners bought 5,133 JPMorgan Chase shares in Q2 2026, an estimated $1.59M.
  • JPMorgan Chase made up 0.79% of Cary Street Partners's portfolio in Q2 2026, its #22 holding.
  • Cary Street Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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