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 Q2	$9.07M	Hold	27,711	–	–	0.86%	26
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Red Cedar Investment Management's JPM Position: Q2 2026 in Review

Red Cedar Investment Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 27,711 shares worth $9.07M. The position accounts for 0.86% of the portfolio, ranked #26.

Red Cedar Investment Management first reported a position in JPM in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.12M in Q4 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Red Cedar Investment Management held 27,711 shares of JPMorgan Chase worth $9.07M as of Q2 2026.
Red Cedar Investment Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.86% of Red Cedar Investment Management's portfolio in Q2 2026, its #26 holding.
Red Cedar Investment Management first reported a position in JPMorgan Chase in Q2 2020 and has held it in 25 quarters since.
Red Cedar Investment Management's JPMorgan Chase position peaked at $9.12M in Q4 2025.
5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Red Cedar Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.