McCarter Private Wealth Services’s JPMorgan Chase JPM Stock Holding History

McCarter Private Wealth Services’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.12M	Buy	15,630 +488	+3%	+$152K	1.77%	12
2026 Q1	$4.45M	Buy	15,142 +950	+7%	+$288K	1.94%	15
2025 Q4	$4.57M	Sell	14,192 -43	-0.3%	-$13.3K	2.06%	15
2025 Q3	$4.49M	Sell	14,235 -105	-0.7%	-$31.2K	2.3%	10
2025 Q2	$4.16M	Buy	14,340 +229	+2%	+$58.4K	2.38%	10
2025 Q1	$3.46M	Sell	14,111 -1,120	-7%	-$286K	2.27%	15
2024 Q4	$3.65M	Sell	15,231 -265	-2%	-$61.7K	2.32%	13
2024 Q3	$3.27M	Buy	+15,496	New	+$3.26M	2.07%	14

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

McCarter Private Wealth Services's JPM Position: Q2 2026 in Review

McCarter Private Wealth Services increased its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, buying an estimated $152K and bringing the position to 15,630 shares worth $5.12M. The position accounts for 1.77% of the portfolio, ranked #12.

McCarter Private Wealth Services first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

McCarter Private Wealth Services held 15,630 shares of JPMorgan Chase worth $5.12M as of Q2 2026.
McCarter Private Wealth Services bought 488 JPMorgan Chase shares in Q2 2026, an estimated $152K.
JPMorgan Chase made up 1.77% of McCarter Private Wealth Services's portfolio in Q2 2026, its #12 holding.
McCarter Private Wealth Services first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.