JP Morgan Chase
CRS icon

JP Morgan Chase’s Carpenter Technology CRS Stock Holding History

JP Morgan Chase’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$150M Buy
404,094
+188,762
+88% +$68.8M 0.01% 810
2025
Q4 		$67.8M Buy
215,332
+6,413
+3% +$1.93M ﹤0.01% 1175
2025
Q3 		$51.3M Buy
208,919
+10,148
+5% +$2.6M ﹤0.01% 1398
2025
Q2 		$54.9M Buy
198,771
+6,914
+4% +$1.51M ﹤0.01% 1278
2025
Q1 		$34.8M Sell
191,857
-140,017
-42% -$27M ﹤0.01% 1522
2024
Q4 		$56.3M Buy
331,874
+181,317
+120% +$31.1M ﹤0.01% 1251
2024
Q3 		$24M Sell
150,557
-14,625
-9% -$1.98M ﹤0.01% 1833
2024
Q2 		$18.1M Buy
165,182
+73,015
+79% +$7.02M ﹤0.01% 1948
2024
Q1 		$6.58M Sell
92,167
-24,972
-21% -$1.63M ﹤0.01% 2853
2023
Q4 		$8.29M Sell
117,139
-38,603
-25% -$2.6M ﹤0.01% 2644
2023
Q3 		$10.5M Buy
155,742
+12,378
+9% +$750K ﹤0.01% 2207
2023
Q2 		$8.05M Sell
143,364
-28,153
-16% -$1.38M ﹤0.01% 2474
2023
Q1 		$7.68M Buy
171,517
+94,330
+122% +$4.3M ﹤0.01% 2506
2022
Q4 		$2.85M Buy
77,187
+5,657
+8% +$215K ﹤0.01% 3286
2022
Q3 		$2.23M Buy
71,530
+5,666
+9% +$187K ﹤0.01% 3383
2022
Q2 		$1.84M Sell
65,864
-59,939
-48% -$2.13M ﹤0.01% 3617
2022
Q1 		$5.28M Buy
125,803
+78,961
+169% +$2.76M ﹤0.01% 2961
2021
Q4 		$1.37M Sell
46,842
-29,492
-39% -$919K ﹤0.01% 4155
2021
Q3 		$2.5M Buy
76,334
+32,529
+74% +$1.15M ﹤0.01% 3604
2021
Q2 		$1.76M Sell
43,805
-297,597
-87% -$12.6M ﹤0.01% 3885
2021
Q1 		$14M Sell
341,402
-29,414
-8% -$1.12M ﹤0.01% 2051
2020
Q4 		$10.8M Buy
370,816
+271,770
+274% +$6.29M ﹤0.01% 2149
2020
Q3 		$1.8M Sell
99,046
-74,764
-43% -$1.62M ﹤0.01% 3306
2020
Q2 		$4.22M Buy
173,810
+10,520
+6% +$234K ﹤0.01% 2585
2020
Q1 		$3.18M Buy
163,290
+85,444
+110% +$3.19M ﹤0.01% 2615
2019
Q4 		$3.88M Buy
77,846
+699
+0.9% +$35.9K ﹤0.01% 2891
2019
Q3 		$3.98M Sell
77,147
-7,433
-9% -$359K ﹤0.01% 2881
2019
Q2 		$4.08M Buy
84,580
+31,256
+59% +$1.47M ﹤0.01% 2788
2019
Q1 		$2.45M Sell
53,324
-33,096
-38% -$1.47M ﹤0.01% 3196
2018
Q4 		$3.08M Sell
86,420
-155,300
-64% -$7M ﹤0.01% 2952
2018
Q3 		$14.3M Sell
241,720
-88,845
-27% -$5.09M ﹤0.01% 1907
2018
Q2 		$17.4M Sell
330,565
-42,954
-11% -$2.32M ﹤0.01% 1704
2018
Q1 		$16.5M Sell
373,519
-69,748
-16% -$3.51M ﹤0.01% 1664
2017
Q4 		$22.6M Sell
443,267
-102,967
-19% -$5.11M ﹤0.01% 1480
2017
Q3 		$25.9M Sell
546,234
-27,142
-5% -$1.09M 0.01% 1326
2017
Q2 		$21.5M Buy
573,376
+66,712
+13% +$2.47M ﹤0.01% 1398
2017
Q1 		$18.9M Sell
506,664
-11,261
-2% -$439K ﹤0.01% 1511
2016
Q4 		$18.7M Buy
517,925
+31,135
+6% +$1.15M ﹤0.01% 1504
2016
Q3 		$20.1M Sell
486,790
-112,724
-19% -$4.25M ﹤0.01% 1365
2016
Q2 		$19.7M Buy
599,514
+345,676
+136% +$11.5M ﹤0.01% 1405
2016
Q1 		$8.69M Buy
253,838
+177,486
+232% +$5.23M ﹤0.01% 1854
2015
Q4 		$2.31M Sell
76,352
-13,687
-15% -$452K ﹤0.01% 2681
2015
Q3 		$2.68M Sell
90,039
-66,448
-42% -$2.42M ﹤0.01% 2597
2015
Q2 		$6.05M Sell
156,487
-12,476
-7% -$521K ﹤0.01% 2282
2015
Q1 		$6.57M Buy
168,963
+3,913
+2% +$158K ﹤0.01% 2166
2014
Q4 		$8.13M Sell
165,050
-25,529
-13% -$1.23M ﹤0.01% 2081
2014
Q3 		$8.61M Buy
190,579
+37,701
+25% +$2.08M ﹤0.01% 2027
2014
Q2 		$9.67M Sell
152,878
-20,891
-12% -$1.33M ﹤0.01% 1766
2014
Q1 		$11.5M Sell
173,769
-12,608
-7% -$761K ﹤0.01% 1647
2013
Q4 		$11.6M Buy
186,377
+30,536
+20% +$1.85M ﹤0.01% 1684
2013
Q3 		$9.06M Buy
155,841
+30,006
+24% +$1.6M ﹤0.01% 1810
2013
Q2 		$5.67M Buy
+125,835
New +$5.88M ﹤0.01% 2051

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase increased its Carpenter Technology (CRS) stake by 88% in Q1 2026, buying an estimated $68.8M and bringing the position to 404,094 shares worth $150M. The position accounts for 0.01% of the portfolio, ranked #810.

JP Morgan Chase first reported a position in CRS in Q2 2013 and has held it in 52 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • JP Morgan Chase held 404,094 shares of Carpenter Technology worth $150M as of Q1 2026.
  • JP Morgan Chase bought 188,762 Carpenter Technology shares in Q1 2026, an estimated $68.8M.
  • Carpenter Technology made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #810 holding.
  • JP Morgan Chase first reported a position in Carpenter Technology in Q2 2013 and has held it in 52 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

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