JP Morgan Chase
CG icon

JP Morgan Chase’s Carlyle Group CG Stock Holding History

JP Morgan Chase’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200,000
Closed -$6.21M – 6963
2023
Q1 		$6.21M Buy
200,000
+182,100
+1,017% +$6.08M ﹤0.01% 2645
2022
Q4 		$534K Buy
+17,900
New +$511K ﹤0.01% 4471
2019
Q4 		– Sell
-700
Closed -$18K – 5622
2019
Q3 		$18K Buy
+700
New +$16.7K ﹤0.01% 5424

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

JP Morgan Chase reduced its Carlyle Group (CG) stake by 8.9% in Q2 2026, selling an estimated $4.93M and leaving 1,071,394 shares worth $43.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

JP Morgan Chase first reported a position in CG in Q2 2013 and has held it in 53 quarters since. The position peaked at $95.2M in Q2 2019. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • JP Morgan Chase held 1,071,394 shares of Carlyle Group worth $43.4M as of Q2 2026.
  • JP Morgan Chase sold 105,019 Carlyle Group shares in Q2 2026, an estimated $4.93M.
  • Carlyle Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1579 holding.
  • JP Morgan Chase first reported a position in Carlyle Group in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Carlyle Group position peaked at $95.2M in Q2 2019.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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