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

Red Lighthouse 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	$885K	Buy	2,703 +46	+2%	+$14.3K	0.26%	44
2026 Q1	$782K	Buy	+2,657	New	+$806K	0.26%	42
2025 Q4	–	Sell	-1,697	Closed	-$535K	–	100
2025 Q3	$535K	Buy	1,697 +6	+0.4%	+$1.78K	0.19%	48
2025 Q2	$490K	Buy	1,691 +17	+1%	+$4.34K	0.19%	49
2025 Q1	$335K	Buy	1,674 +1	+0.1%	+$255	0.14%	53
2024 Q4	$401K	Hold	1,673	–	–	0.16%	49
2024 Q3	$353K	Sell	1,673 -1	-0.1%	-$211	0.14%	54
2024 Q2	$339K	Hold	1,674	–	–	0.14%	52
2024 Q1	$335K	Buy	1,674 +16	+1%	+$2.89K	0.13%	54
2023 Q4	$282K	Buy	1,658 +31	+2%	+$4.7K	0.12%	58
2023 Q3	$236K	Buy	1,627 +88	+6%	+$13.2K	0.11%	60
2023 Q2	$224K	Hold	1,539	–	–	0.1%	60
2023 Q1	$201K	Hold	1,539	–	–	0.1%	63
2022 Q4	$206K	Buy	+1,539	New	+$195K	0.1%	66

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Red Lighthouse Investment Management increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $14.3K and bringing the position to 2,703 shares worth $885K. The position accounts for 0.26% of the portfolio, ranked #44.

Red Lighthouse Investment Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Red Lighthouse Investment Management held 2,703 shares of JPMorgan Chase worth $885K as of Q2 2026.
Red Lighthouse Investment Management bought 46 JPMorgan Chase shares in Q2 2026, an estimated $14.3K.
JPMorgan Chase made up 0.26% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #44 holding.
Red Lighthouse Investment Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.