JP Morgan Chase
CARE icon

JP Morgan Chase’s Carter Bankshares CARE Stock Holding History

JP Morgan Chase’s Portfolio CARE Stock Details CARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$365K Buy
10,968
+1,552
+16% +$42K ﹤0.01% 5282
2026
Q1 		$218K Sell
9,416
-29,258
-76% -$611K ﹤0.01% 5426
2025
Q4 		$760K Sell
38,674
-20,444
-35% -$381K ﹤0.01% 4774
2025
Q3 		$1.15M Buy
59,118
+5,266
+10% +$98.2K ﹤0.01% 4484
2025
Q2 		$934K Sell
53,852
-26,695
-33% -$422K ﹤0.01% 4426
2025
Q1 		$1.3M Sell
80,547
-43,906
-35% -$753K ﹤0.01% 4166
2024
Q4 		$2.19M Buy
124,453
+62,574
+101% +$1.15M ﹤0.01% 4088
2024
Q3 		$1.08M Buy
61,879
+40,962
+196% +$674K ﹤0.01% 4423
2024
Q2 		$316K Sell
20,917
-24,863
-54% -$311K ﹤0.01% 4914
2024
Q1 		$579K Buy
45,780
+17,198
+60% +$234K ﹤0.01% 4702
2023
Q4 		$428K Buy
28,582
+12,546
+78% +$158K ﹤0.01% 4897
2023
Q3 		$201K Sell
16,036
-4,283
-21% -$61.5K ﹤0.01% 5071
2023
Q2 		$301K Buy
20,319
+1,198
+6% +$16.9K ﹤0.01% 4823
2023
Q1 		$268K Sell
19,121
-1,744
-8% -$28.1K ﹤0.01% 4883
2022
Q4 		$346K Buy
20,865
+7,169
+52% +$126K ﹤0.01% 4737
2022
Q3 		$221K Sell
13,696
-9,405
-41% -$147K ﹤0.01% 4900
2022
Q2 		$304K Sell
23,101
-11,316
-33% -$174K ﹤0.01% 4845
2022
Q1 		$598K Sell
34,417
-28,028
-45% -$451K ﹤0.01% 4591
2021
Q4 		$961K Buy
62,445
+22,715
+57% +$342K ﹤0.01% 4419
2021
Q3 		$565K Sell
39,730
-3,045
-7% -$37.6K ﹤0.01% 4653
2021
Q2 		$535K Sell
42,775
-35,783
-46% -$500K ﹤0.01% 4648
2021
Q1 		$1.1M Buy
78,558
+1,838
+2% +$22.3K ﹤0.01% 4157
2020
Q4 		$823K Buy
76,720
+43,972
+134% +$374K ﹤0.01% 4073
2020
Q3 		$217K Sell
32,748
-8,297
-20% -$59.2K ﹤0.01% 4320
2020
Q2 		$332K Sell
41,045
-7,337
-15% -$59K ﹤0.01% 4037
2020
Q1 		$444K Buy
48,382
+22,026
+84% +$376K ﹤0.01% 3872
2019
Q4 		$625K Buy
26,356
+18,931
+255% +$392K ﹤0.01% 4122
2019
Q3 		$140K Buy
7,425
+1,204
+19% +$23.3K ﹤0.01% 4783
2019
Q2 		$122K Buy
+6,221
New +$121K ﹤0.01% 4858

Other funds holding CARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase increased its Carter Bankshares (CARE) stake by 16% in Q2 2026, buying an estimated $42K and bringing the position to 10,968 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #5282.

JP Morgan Chase first reported a position in CARE in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.19M in Q4 2024. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • JP Morgan Chase held 10,968 shares of Carter Bankshares worth $365K as of Q2 2026.
  • JP Morgan Chase bought 1,552 Carter Bankshares shares in Q2 2026, an estimated $42K.
  • Carter Bankshares made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5282 holding.
  • JP Morgan Chase first reported a position in Carter Bankshares in Q2 2019 and has held it in 29 quarters since.
  • JP Morgan Chase's Carter Bankshares position peaked at $2.19M in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

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