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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

JP Morgan Chase increased its Carlyle Group (CG) stake by 20% in Q1 2026, buying an estimated $10.9M and bringing the position to 1,176,413 shares worth $54.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

JP Morgan Chase first reported a position in CG in Q2 2013 and has held it in 52 quarters since. The position peaked at $95.2M in Q2 2019. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • JP Morgan Chase held 1,176,413 shares of Carlyle Group worth $54.6M as of Q1 2026.
  • JP Morgan Chase bought 197,210 Carlyle Group shares in Q1 2026, an estimated $10.9M.
  • Carlyle Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1345 holding.
  • JP Morgan Chase first reported a position in Carlyle Group in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Carlyle Group position peaked at $95.2M in Q2 2019.
  • 601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

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