Red Cedar Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2M | Hold |
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|
2025
Q1 | $6.94M | Hold |
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|
2024
Q4 | $6.78M | Hold |
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|
2024
Q3 | $5.97M | Hold |
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|
2024
Q2 | $5.72M | Buy |
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|
2024
Q1 | $4.88M | Hold |
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|
2023
Q4 | $4.15M | Buy |
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|
2023
Q3 | $3.46M | Buy |
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|
2023
Q2 | $3.43M | Hold |
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|
2023
Q1 | $3.08M | Buy |
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|
2022
Q4 | $2.12M | Buy |
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|
2022
Q3 | $1.5M | Hold |
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|
2022
Q2 | $1.62M | Hold |
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $2.73M | Hold |
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|
2021
Q3 | $2.82M | Hold |
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|
2021
Q2 | $2.68M | Hold |
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|
2021
Q1 | $2.62M | Buy |
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|
2020
Q4 | $1.88M | Buy |
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|
2020
Q3 | $982K | Buy |
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|
2020
Q2 | $909K | Buy |
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