JP Morgan Chase
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JP Morgan Chase’s Carriage Services CSV Stock Holding History

JP Morgan Chase’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.97M Sell
102,813
-20,352
-17% -$891K ﹤0.01% 3650
2026
Q1 		$5.52M Buy
123,165
+385
+0.3% +$16.7K ﹤0.01% 3237
2025
Q4 		$5.19M Buy
122,780
+1,507
+1% +$65.4K ﹤0.01% 3276
2025
Q3 		$5.4M Buy
121,273
+24,752
+26% +$1.12M ﹤0.01% 3280
2025
Q2 		$4.41M Sell
96,521
-22,430
-19% -$936K ﹤0.01% 3272
2025
Q1 		$4.61M Sell
118,951
-24,038
-17% -$954K ﹤0.01% 3236
2024
Q4 		$5.7M Buy
142,989
+24,098
+20% +$889K ﹤0.01% 3230
2024
Q3 		$3.9M Buy
118,891
+57,821
+95% +$1.79M ﹤0.01% 3402
2024
Q2 		$1.64M Buy
61,070
+18,702
+44% +$491K ﹤0.01% 3945
2024
Q1 		$1.15M Buy
42,368
+6,680
+19% +$167K ﹤0.01% 4245
2023
Q4 		$893K Buy
35,688
+10,606
+42% +$250K ﹤0.01% 4407
2023
Q3 		$709K Sell
25,082
-123,600
-83% -$3.89M ﹤0.01% 4291
2023
Q2 		$4.83M Buy
148,682
+18,320
+14% +$513K ﹤0.01% 2894
2023
Q1 		$3.98M Buy
130,362
+12,453
+11% +$395K ﹤0.01% 3003
2022
Q4 		$3.25M Buy
117,909
+21,145
+22% +$575K ﹤0.01% 3181
2022
Q3 		$3.11M Buy
96,764
+58,012
+150% +$2.17M ﹤0.01% 3122
2022
Q2 		$1.54M Buy
38,752
+2,548
+7% +$110K ﹤0.01% 3753
2022
Q1 		$1.93M Sell
36,204
-18,056
-33% -$952K ﹤0.01% 3781
2021
Q4 		$3.5M Buy
54,260
+38,637
+247% +$2M ﹤0.01% 3357
2021
Q3 		$696K Sell
15,623
-18,200
-54% -$736K ﹤0.01% 4536
2021
Q2 		$1.25M Sell
33,823
-1,629
-5% -$60.8K ﹤0.01% 4138
2021
Q1 		$1.25M Buy
35,452
+4,207
+13% +$146K ﹤0.01% 4069
2020
Q4 		$978K Buy
31,245
+9,371
+43% +$255K ﹤0.01% 3984
2020
Q3 		$477K Buy
21,874
+13,204
+152% +$278K ﹤0.01% 4009
2020
Q2 		$157K Sell
8,670
-24,217
-74% -$408K ﹤0.01% 4378
2020
Q1 		$531K Buy
32,887
+4,225
+15% +$91.3K ﹤0.01% 3785
2019
Q4 		$734K Sell
28,662
-11,716
-29% -$284K ﹤0.01% 4046
2019
Q3 		$826K Buy
40,378
+32,085
+387% +$666K ﹤0.01% 3934
2019
Q2 		$156K Sell
8,293
-2,173
-21% -$41.4K ﹤0.01% 4759
2019
Q1 		$202K Buy
10,466
+3,052
+41% +$58.8K ﹤0.01% 4624
2018
Q4 		$115K Buy
7,414
+710
+11% +$12.4K ﹤0.01% 4792
2018
Q3 		$144K Buy
6,704
+1,228
+22% +$28.9K ﹤0.01% 4812
2018
Q2 		$135K Buy
5,476
+366
+7% +$9.53K ﹤0.01% 4730
2018
Q1 		$142K Sell
5,110
-2,438
-32% -$65.9K ﹤0.01% 4480
2017
Q4 		$194K Buy
7,548
+5,861
+347% +$149K ﹤0.01% 4426
2017
Q3 		$44K Buy
1,687
+82
+5% +$2.05K ﹤0.01% 4495
2017
Q2 		$43K Sell
1,605
-10,258
-86% -$276K ﹤0.01% 4376
2017
Q1 		$321K Sell
11,863
-19,627
-62% -$526K ﹤0.01% 3883
2016
Q4 		$902K Buy
31,490
+30,481
+3,021% +$790K ﹤0.01% 3494
2016
Q3 		$24K Hold
1,009
– – ﹤0.01% 4164
2016
Q2 		$24K Hold
1,009
– – ﹤0.01% 4192
2016
Q1 		$22K Hold
1,009
– – ﹤0.01% 4067
2015
Q4 		$24K Buy
+1,009
New +$23.5K ﹤0.01% 4050
2013
Q4 		– Sell
-12,698
Closed -$246K – 4113
2013
Q3 		$246K Sell
12,698
-15,944
-56% -$294K ﹤0.01% 3963
2013
Q2 		$486K Buy
+28,642
New +$522K ﹤0.01% 3628

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

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

JP Morgan Chase reduced its Carriage Services (CSV) stake by 17% in Q2 2026, selling an estimated $891K and leaving 102,813 shares worth $3.97M. The position accounts for ﹤0.01% of the portfolio, ranked #3650.

JP Morgan Chase first reported a position in CSV in Q2 2013 and has held it in 45 quarters since. The position peaked at $5.7M in Q4 2024. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • JP Morgan Chase held 102,813 shares of Carriage Services worth $3.97M as of Q2 2026.
  • JP Morgan Chase sold 20,352 Carriage Services shares in Q2 2026, an estimated $891K.
  • Carriage Services made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3650 holding.
  • JP Morgan Chase first reported a position in Carriage Services in Q2 2013 and has held it in 45 quarters since.
  • JP Morgan Chase's Carriage Services position peaked at $5.7M in Q4 2024.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

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