JP Morgan Chase
CART

JP Morgan Chase’s Carolina Trust BancShares CART Stock Holding History

JP Morgan Chase’s Portfolio CART Stock Details CART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-15
Closed – – 6193
2018
Q4 		$0 Buy
+15
New +$120 ﹤0.01% 6066

Other funds holding CART

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SC
Southside Capital Miami Beach, Florida $382M AUM 30.29% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase's CART Position: Q1 2019 in Review

JP Morgan Chase sold out of Carolina Trust BancShares (CART) in Q1 2019, closing a stake of 15 shares.

JP Morgan Chase first reported a position in CART in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 24 funds tracked by Wall St. Rank hold CART as of Q1 2019.

  • JP Morgan Chase reported no remaining Carolina Trust BancShares position as of Q1 2019 after selling out during the quarter.
  • JP Morgan Chase sold 15 Carolina Trust BancShares shares in Q1 2019.
  • JP Morgan Chase first reported a position in Carolina Trust BancShares in Q4 2018 and held it in 1 quarter.
  • JP Morgan Chase's Carolina Trust BancShares position peaked at $0 in Q4 2018.
  • 24 funds tracked by Wall St. Rank held Carolina Trust BancShares as of Q1 2019.

Based on JP Morgan Chase's 13F filing for Q1 2019, filed 7 May 2019.