JP Morgan Chase
CARR icon

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 		$9.67M Buy
177,900
+27,900
+19% +$1.65M ﹤0.01% 2706
2025
Q4 		$7.93M Hold
150,000
– – ﹤0.01% 2907
2025
Q3 		$8.96M Buy
+150,000
New +$10.2M ﹤0.01% 2819

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
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.