Red Cedar Capital’s JPMorgan Chase JPM Stock Holding History

Red Cedar Capital’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
2022 Q4	$13K	Hold	100	–	–	0.01%	127
2022 Q3	$10K	Hold	100	–	–	0.01%	136
2022 Q2	$11K	Hold	100	–	–	0.01%	127
2022 Q1	$14K	Hold	100	–	–	0.01%	120
2021 Q4	$16K	Hold	100	–	–	0.01%	113
2021 Q3	$16K	Hold	100	–	–	0.01%	109
2021 Q2	$16K	Hold	100	–	–	0.01%	111
2021 Q1	$15K	Hold	100	–	–	0.01%	112
2020 Q4	$13K	Hold	100	–	–	0.01%	108
2020 Q3	$10K	Hold	100	–	–	0.01%	109
2020 Q2	$9K	Hold	100	–	–	0.01%	111
2020 Q1	$9K	Hold	100	–	–	0.01%	108
2019 Q4	$14K	Hold	100	–	–	0.01%	108
2019 Q3	$12K	Hold	100	–	–	0.01%	111
2019 Q2	$11K	Hold	100	–	–	0.01%	115
2019 Q1	$10K	Hold	100	–	–	0.01%	118
2018 Q4	$10K	Hold	100	–	–	0.01%	115
2018 Q3	$11K	Hold	100	–	–	0.01%	119
2018 Q2	$10K	Hold	100	–	–	0.01%	120
2018 Q1	$11K	Hold	100	–	–	0.01%	118
2017 Q4	$11K	Buy	+100	New	+$10.1K	0.01%	119

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Red Cedar Capital's JPM Position: Q4 2022 in Review

Red Cedar Capital held its JPMorgan Chase (JPM) position steady in Q4 2022 at 100 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #127.

Red Cedar Capital first reported a position in JPM in Q4 2017 and has held it in 21 quarters since. The position peaked at $16K in Q4 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Red Cedar Capital held 100 shares of JPMorgan Chase worth $13K as of Q4 2022.
Red Cedar Capital left its JPMorgan Chase share count unchanged in Q4 2022.
JPMorgan Chase made up 0.01% of Red Cedar Capital's portfolio in Q4 2022, its #127 holding.
Red Cedar Capital first reported a position in JPMorgan Chase in Q4 2017 and has held it in 21 quarters since.
Red Cedar Capital's JPMorgan Chase position peaked at $16K in Q4 2021.
3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.