JP Morgan Chase
CARL

JP Morgan Chase’s Carlsmed CARL Stock Holding History

JP Morgan Chase’s Portfolio CARL Stock Details CARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.7K Buy
5,063
+1,813
+56% +$21.9K ﹤0.01% 6231
2025
Q4 		$40.1K Buy
3,250
+516
+19% +$6.87K ﹤0.01% 6313
2025
Q3 		$36.6K Buy
+2,734
New +$37.4K ﹤0.01% 6325

Other funds holding CARL

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KC
KCM Capital Shawnee, Kansas $622M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase's CARL Position: Q1 2026 in Review

JP Morgan Chase increased its Carlsmed (CARL) stake by 56% in Q1 2026, buying an estimated $21.9K and bringing the position to 5,063 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6231.

JP Morgan Chase first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • JP Morgan Chase held 5,063 shares of Carlsmed worth $46.7K as of Q1 2026.
  • JP Morgan Chase bought 1,813 Carlsmed shares in Q1 2026, an estimated $21.9K.
  • Carlsmed made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6231 holding.
  • JP Morgan Chase first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.