JP Morgan Chase
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JP Morgan Chase’s Angel Oak Income ETF CARY Stock Holding History

JP Morgan Chase’s Portfolio CARY Stock Details CARY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-77
Closed -$1.62K – 7757
2026
Q1 		$1.62K Sell
77
-1,217
-94% -$25.5K ﹤0.01% 7057
2025
Q4 		$27K Buy
+1,294
New +$27.1K ﹤0.01% 6437

Other funds holding CARY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

JP Morgan Chase sold out of Angel Oak Income ETF (CARY) in Q2 2026, closing a stake of 77 shares — an estimated $1.62K sold.

JP Morgan Chase first reported a position in CARY in Q4 2025 and held it in 2 quarters. The position peaked at $27K in Q4 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • JP Morgan Chase reported no remaining Angel Oak Income ETF position as of Q2 2026 after selling out during the quarter.
  • JP Morgan Chase sold 77 Angel Oak Income ETF shares in Q2 2026, an estimated $1.62K.
  • JP Morgan Chase first reported a position in Angel Oak Income ETF in Q4 2025 and held it in 2 quarters.
  • JP Morgan Chase's Angel Oak Income ETF position peaked at $27K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

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