JP Morgan Chase’s Carrier Global CARR Stock Holding History

JP Morgan Chase’s Portfolio CARR Stock Details CARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.9M	Buy	275,000 +25,000	+10%	+$1.48M	﹤0.01%	2329
2025 Q4	$13.2M	Hold	250,000	–	–	﹤0.01%	2440
2025 Q3	$14.9M	Buy	+250,000	New	+$17M	﹤0.01%	2347
2023 Q1	–	Sell	-86,800	Closed	-$3.58M	–	6726
2022 Q4	$3.58M	Buy	86,800 +50,000	+136%	+$2.03M	﹤0.01%	3099
2022 Q3	$1.31M	Buy	+36,800	New	+$1.45M	﹤0.01%	3801
2021 Q2	–	Sell	-50,000	Closed	-$2.11M	–	6361
2021 Q1	$2.11M	Buy	50,000 +900	+2%	+$35K	﹤0.01%	3690
2020 Q4	$1.85M	Buy	+49,100	New	+$1.78M	﹤0.01%	3534

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase reduced its Carrier Global (CARR) stake by 7.3% in Q1 2026, selling an estimated $164M and leaving 34,956,690 shares worth $1.9B. The position accounts for 0.12% of the portfolio, ranked #168.

JP Morgan Chase first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.82B in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

JP Morgan Chase held 34,956,690 shares of Carrier Global worth $1.9B as of Q1 2026.
JP Morgan Chase sold 2,762,183 Carrier Global shares in Q1 2026, an estimated $164M.
Carrier Global made up 0.12% of JP Morgan Chase's portfolio in Q1 2026, its #168 holding.
JP Morgan Chase first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
JP Morgan Chase's Carrier Global position peaked at $2.82B in Q2 2025.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

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