JP Morgan Chase
CAI

JP Morgan Chase’s Caris Life Sciences CAI Stock Holding History

JP Morgan Chase’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120M Buy
6,558,514
+3,098,299
+90% +$55.5M 0.01% 970
2026
Q1 		$58.3M Buy
3,460,215
+1,014,934
+42% +$22.2M ﹤0.01% 1292
2025
Q4 		$66M Buy
2,445,281
+1,587,176
+185% +$44.7M ﹤0.01% 1183
2025
Q3 		$26M Sell
858,105
-76,528
-8% -$2.44M ﹤0.01% 1887
2025
Q2 		$25M Buy
+934,633
New +$25.2M ﹤0.01% 1795

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase's CAI Position: Q2 2026 in Review

JP Morgan Chase increased its Caris Life Sciences (CAI) stake by 90% in Q2 2026, buying an estimated $55.5M and bringing the position to 6,558,514 shares worth $120M. The position accounts for 0.01% of the portfolio, ranked #970.

JP Morgan Chase first reported a position in CAI in Q2 2025 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • JP Morgan Chase held 6,558,514 shares of Caris Life Sciences worth $120M as of Q2 2026.
  • JP Morgan Chase bought 3,098,299 Caris Life Sciences shares in Q2 2026, an estimated $55.5M.
  • Caris Life Sciences made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #970 holding.
  • JP Morgan Chase first reported a position in Caris Life Sciences in Q2 2025 and has held it in 5 quarters since.
  • 246 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.