A detailed history of Carter Financial Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Carter Financial Group, Inc. holds 2,761 shares of JPM stock, worth $829,321. This represents 0.53% of its overall portfolio holdings.

Number of Shares
2,761
Previous 2,106 31.1%
Holding current value
$829,321
Previous $611 Million 42.63%
% of portfolio
0.53%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$282.78 - $316.06 $185,220 - $207,019
655 Added 31.1%
2,761 $871 Million
Q2 2025

Aug 22, 2025

BUY
$210.28 - $289.91 $442,849 - $610,550
2,106 New
2,106 $611 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $881B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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