Position in CSV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,623,711
+$430,119 QoQ
Shares Held
123,165
+0.3% QoQ
Ownership
0.776%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026JPMORGAN CHASE & CO holds $561,123,177 across 9 Personal Services names. CSV ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
4,881,644 | $260,728,600 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
2,161,661 | $177,537,214 | |
| 3 | ANDG |
Andersen Group Inc.
|
1,859,580 | $50,580,575 | |
| 4 | SCI |
Service Corp International
|
371,924 | $30,687,447 | |
| 5 | HRB |
H&R Block Inc
|
566,410 | $17,977,851 | |
| 6 | FTDR |
Frontdoor, Inc.
|
321,591 | $16,999,295 | |
| 7 | CSV |
Carriage Services Inc
This page
|
123,165 | $5,623,711 | |
| 8 | MED |
Medifast Inc
|
87,178 | $888,343 |
All Filings in CSV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,623,711 | 123,165 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,193,592 | 122,780 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $5,401,497 | 121,273 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $4,414,869 | 96,521 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,609,350 | 118,951 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,698,111 | 142,989 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,903,189 | 118,891 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,639,117 | 61,070 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $1,145,629 | 42,368 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $892,555 | 35,688 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $708,565 | 25,082 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,827,703 | 148,682 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,978,647 | 130,362 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $3,247,212 | 117,909 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,111,928 | 96,764 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,536,515 | 38,752 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,930,757 | 36,204 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $3,496,512 | 54,260 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $696,627 | 15,623 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,250,435 | 33,823 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,247,554 | 35,452 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $978,592 | 31,245 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $488,007 | 21,874 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $157,098 | 8,670 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $531,124 | 32,887 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||