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Red Cedar Investment Management’s JPMorgan Chase JPM Stock Holding History

Red Cedar Investment Management’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
Q1 		$8.15M Sell
27,711
-578
-2% -$175K 0.85% 26
2025
Q4 		$9.12M Hold
28,289
– – 0.98% 23
2025
Q3 		$8.92M Hold
28,289
– – 1.05% 18
2025
Q2 		$8.2M Hold
28,289
– – 1.04% 18
2025
Q1 		$6.94M Hold
28,289
– – 0.96% 16
2024
Q4 		$6.78M Hold
28,289
– – 0.85% 18
2024
Q3 		$5.97M Hold
28,289
– – 0.76% 20
2024
Q2 		$5.72M Buy
28,289
+3,910
+16% +$764K 0.78% 20
2024
Q1 		$4.88M Hold
24,379
– – 0.61% 23
2023
Q4 		$4.15M Buy
24,379
+536
+2% +$81.2K 0.6% 26
2023
Q3 		$3.46M Buy
23,843
+229
+1% +$34.3K 0.53% 32
2023
Q2 		$3.43M Hold
23,614
– – 0.52% 31
2023
Q1 		$3.08M Buy
23,614
+7,811
+49% +$1.07M 0.48% 33
2022
Q4 		$2.12M Buy
15,803
+1,421
+10% +$180K 0.33% 35
2022
Q3 		$1.5M Hold
14,382
– – 0.26% 39
2022
Q2 		$1.62M Hold
14,382
– – 0.27% 35
2022
Q1 		$1.96M Sell
14,382
-2,829
-16% -$418K 0.27% 35
2021
Q4 		$2.73M Hold
17,211
– – 0.33% 32
2021
Q3 		$2.82M Hold
17,211
– – 0.37% 28
2021
Q2 		$2.68M Hold
17,211
– – 0.36% 24
2021
Q1 		$2.62M Buy
17,211
+2,450
+17% +$352K 0.34% 26
2020
Q4 		$1.88M Buy
14,761
+4,562
+45% +$510K 0.28% 34
2020
Q3 		$982K Buy
10,199
+535
+6% +$52.5K 0.18% 51
2020
Q2 		$909K Buy
+9,664
New +$917K 0.21% 38

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Red Cedar Investment Management's JPM Position: Q1 2026 in Review

Red Cedar Investment Management reduced its JPMorgan Chase (JPM) stake by 2% in Q1 2026, selling an estimated $175K and leaving 27,711 shares worth $8.15M. The position accounts for 0.85% of the portfolio, ranked #26.

Red Cedar Investment Management first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.12M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Red Cedar Investment Management held 27,711 shares of JPMorgan Chase worth $8.15M as of Q1 2026.
  • Red Cedar Investment Management sold 578 JPMorgan Chase shares in Q1 2026, an estimated $175K.
  • JPMorgan Chase made up 0.85% of Red Cedar Investment Management's portfolio in Q1 2026, its #26 holding.
  • Red Cedar Investment Management first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • Red Cedar Investment Management's JPMorgan Chase position peaked at $9.12M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.