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Red Door Wealth Management’s JPMorgan Chase JPM Stock Holding History

Red Door Wealth 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 		$27.5M Buy
84,114
+1,029
+1% +$320K 2.51% 9
2026
Q1 		$24.4M Buy
83,085
+965
+1% +$293K 2.54% 9
2025
Q4 		$26.5M Buy
82,120
+272
+0.3% +$84.2K 2.75% 9
2025
Q3 		$25.8M Buy
81,848
+1,389
+2% +$413K 2.74% 9
2025
Q2 		$23.3M Buy
80,459
+8,234
+11% +$2.1M 2.78% 7
2025
Q1 		$17.7M Buy
72,225
+2,555
+4% +$651K 2.62% 7
2024
Q4 		$16.7M Buy
69,670
+4,776
+7% +$1.11M 2.56% 8
2024
Q3 		$13.7M Buy
64,894
+2,823
+5% +$595K 2.28% 8
2024
Q2 		$12.6M Buy
62,071
+2,866
+5% +$560K 2.21% 9
2024
Q1 		$11.9M Buy
59,205
+810
+1% +$146K 2.29% 9
2023
Q4 		$9.93M Buy
58,395
+1,886
+3% +$286K 2.16% 10
2023
Q3 		$8.19M Sell
56,509
-5,863
-9% -$879K 2.05% 11
2023
Q2 		$9.07M Buy
62,372
+9,561
+18% +$1.32M 2.01% 10
2023
Q1 		$6.88M Buy
52,811
+541
+1% +$74.1K 2.16% 10
2022
Q4 		$7.01M Buy
52,270
+3,197
+7% +$405K 2.3% 7
2022
Q3 		$5.13M Buy
49,073
+1,890
+4% +$217K 1.94% 11
2022
Q2 		$5.31M Buy
47,183
+1,685
+4% +$209K 1.97% 13
2022
Q1 		$6.2M Buy
45,498
+4,628
+11% +$683K 2.08% 8
2021
Q4 		$6.47M Buy
40,870
+1,760
+5% +$289K 2.12% 7
2021
Q3 		$6.4M Buy
39,110
+3,247
+9% +$509K 2.45% 7
2021
Q2 		$5.58M Buy
35,863
+2,952
+9% +$464K 2.17% 8
2021
Q1 		$5.01M Buy
32,911
+1,883
+6% +$271K 2.56% 7
2020
Q4 		$3.94M Buy
31,028
+782
+3% +$87.4K 2.32% 9
2020
Q3 		$2.92M Buy
30,246
+335
+1% +$32.9K 2.15% 11
2020
Q2 		$2.81M Buy
29,911
+1,462
+5% +$139K 2.06% 8
2020
Q1 		$2.56M Buy
28,449
+3,172
+13% +$385K 2.43% 7
2019
Q4 		$3.51M Buy
+25,277
New +$3.24M 3.12% 4

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Red Door Wealth Management's JPM Position: Q2 2026 in Review

Red Door Wealth Management increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $320K and bringing the position to 84,114 shares worth $27.5M. The position accounts for 2.51% of the portfolio, ranked #9.

Red Door Wealth Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 2,355 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Red Door Wealth Management held 84,114 shares of JPMorgan Chase worth $27.5M as of Q2 2026.
  • Red Door Wealth Management bought 1,029 JPMorgan Chase shares in Q2 2026, an estimated $320K.
  • JPMorgan Chase made up 2.51% of Red Door Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Red Door Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 2,355 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.