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McKinley Carter Wealth Services’s JPMorgan Chase JPM Stock Holding History

McKinley Carter 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 		$7.63M Buy
23,301
+427
+2% +$133K 0.39% 62
2026
Q1 		$6.73M Sell
22,874
-1,829
-7% -$555K 0.39% 67
2025
Q4 		$7.96M Sell
24,703
-2,223
-8% -$688K 0.44% 57
2025
Q3 		$8.49M Buy
26,926
+42
+0.2% +$12.5K 0.45% 53
2025
Q2 		$7.79M Buy
26,884
+951
+4% +$243K 0.43% 55
2025
Q1 		$6.36M Sell
25,933
-104
-0.4% -$26.5K 0.39% 54
2024
Q4 		$6.24M Sell
26,037
-411
-2% -$95.7K 0.38% 59
2024
Q3 		$5.58M Buy
26,448
+2,129
+9% +$448K 0.34% 64
2024
Q2 		$4.92M Sell
24,319
-375
-2% -$73.3K 0.31% 68
2024
Q1 		$4.95M Sell
24,694
-3,218
-12% -$581K 0.33% 66
2023
Q4 		$4.75M Sell
27,912
-1,355
-5% -$205K 0.35% 66
2023
Q3 		$4.24M Sell
29,267
-26
-0.1% -$3.9K 0.34% 58
2023
Q2 		$4.26M Buy
29,293
+880
+3% +$121K 0.32% 60
2023
Q1 		$3.7M Buy
28,413
+1,296
+5% +$178K 0.29% 66
2022
Q4 		$3.64M Buy
27,117
+2,419
+10% +$307K 0.31% 70
2022
Q3 		$2.58M Buy
24,698
+23
+0.1% +$2.64K 0.24% 77
2022
Q2 		$2.78M Buy
24,675
+512
+2% +$63.4K 0.25% 76
2022
Q1 		$3.29M Buy
24,163
+1,123
+5% +$166K 0.26% 72
2021
Q4 		$3.65M Buy
23,040
+585
+3% +$96.1K 0.27% 72
2021
Q3 		$3.68M Buy
22,455
+950
+4% +$149K 0.3% 69
2021
Q2 		$3.35M Sell
21,505
-819
-4% -$129K 0.28% 74
2021
Q1 		$3.4M Buy
22,324
+744
+3% +$107K 0.29% 74
2020
Q4 		$2.74M Buy
21,580
+6,011
+39% +$672K 0.36% 77
2020
Q3 		$1.5M Buy
15,569
+1,338
+9% +$131K 0.34% 59
2020
Q2 		$1.34M Sell
14,231
-754
-5% -$71.5K 0.33% 61
2020
Q1 		$1.35M Buy
14,985
+140
+0.9% +$17K 0.4% 53
2019
Q4 		$2.07M Buy
14,845
+1,892
+15% +$243K 0.48% 49
2019
Q3 		$1.52M Buy
12,953
+4,283
+49% +$484K 0.39% 57
2019
Q2 		$969K Buy
8,670
+249
+3% +$27.5K 0.26% 74
2019
Q1 		$852K Sell
8,421
-86
-1% -$8.86K 0.24% 79
2018
Q4 		$831K Sell
8,507
-630
-7% -$67.1K 0.27% 74
2018
Q3 		$1.03M Buy
9,137
+70
+0.8% +$7.95K 0.31% 66
2018
Q2 		$945K Sell
9,067
-78
-0.9% -$8.56K 0.3% 68
2018
Q1 		$1.01M Buy
9,145
+1
+0% +$113 0.33% 64
2017
Q4 		$978K Sell
9,144
-1,328
-13% -$134K 0.34% 64
2017
Q3 		$1M Buy
10,472
+4
+0% +$369 0.38% 59
2017
Q2 		$957K Sell
10,468
-1,177
-10% -$102K 0.42% 54
2017
Q1 		$1.02M Buy
11,645
+3
+0% +$265 0.48% 51
2016
Q4 		$1M Sell
11,642
-65
-0.6% -$4.96K 0.51% 52
2016
Q3 		$780K Sell
11,707
-88
-0.7% -$5.74K 0.4% 58
2016
Q2 		$733K Sell
11,795
-1,064
-8% -$66.5K 0.38% 58
2016
Q1 		$762K Buy
12,859
+378
+3% +$22.1K 0.42% 62
2015
Q4 		$824K Buy
12,481
+1
+0% +$65 0.47% 57
2015
Q3 		$761K Sell
12,480
-10,309
-45% -$675K 0.47% 58
2015
Q2 		$1.54M Buy
22,789
+10,003
+78% +$653K 0.84% 44
2015
Q1 		$775K Sell
12,786
-176
-1% -$10.4K 0.5% 55
2014
Q4 		$811K Buy
12,962
+2,034
+19% +$122K 0.63% 50
2014
Q3 		$658K Sell
10,928
-1,848
-14% -$108K 0.62% 45
2014
Q2 		$736K Sell
12,776
-513
-4% -$28.8K 0.78% 40
2014
Q1 		$807K Sell
13,289
-13,106
-50% -$757K 0.88% 42
2013
Q4 		$1.54M Sell
26,395
-11,626
-31% -$637K 1.5% 18
2013
Q3 		$1.97M Buy
38,021
+4,133
+12% +$222K 2.33% 16
2013
Q2 		$1.79M Buy
+33,888
New +$1.72M 2.7% 14

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

McKinley Carter Wealth Services's JPM Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, buying an estimated $133K and bringing the position to 23,301 shares worth $7.63M. The position accounts for 0.39% of the portfolio, ranked #62.

McKinley Carter Wealth Services first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.49M in Q3 2025. 3,100 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McKinley Carter Wealth Services held 23,301 shares of JPMorgan Chase worth $7.63M as of Q2 2026.
  • McKinley Carter Wealth Services bought 427 JPMorgan Chase shares in Q2 2026, an estimated $133K.
  • JPMorgan Chase made up 0.39% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #62 holding.
  • McKinley Carter Wealth Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • McKinley Carter Wealth Services's JPMorgan Chase position peaked at $8.49M in Q3 2025.
  • 3,100 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.