Red Tortoise LLC’s JPMorgan Chase JPM Stock Holding History

Red Tortoise LLC’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	$121K	Sell	411 -1	-0.2%	-$303	0.05%	108
2025 Q4	$133K	Hold	412	–	–	0.06%	102
2025 Q3	$130K	Hold	412	–	–	0.06%	104
2025 Q2	$119K	Buy	412 +1	+0.2%	+$255	0.06%	95
2025 Q1	$101K	Hold	411	–	–	0.05%	94
2024 Q4	$98.5K	Hold	411	–	–	0.05%	96
2024 Q3	$86.6K	Buy	411 +1	+0.2%	+$211	0.04%	102
2024 Q2	$83K	Hold	410	–	–	0.04%	101
2024 Q1	$82.1K	Buy	410 +68	+20%	+$12.3K	0.05%	96
2023 Q4	$58.2K	Hold	342	–	–	0.03%	98
2023 Q3	$49.6K	Hold	342	–	–	0.03%	101
2023 Q2	$49.7K	Buy	342 +38	+13%	+$5.23K	0.03%	102
2023 Q1	$39.6K	Sell	304 -250	-45%	-$34.3K	0.03%	107
2022 Q4	$74.3K	Buy	+554	New	+$70.2K	0.05%	99
2021 Q4	–	Sell	-304	Closed	-$32K	–	297
2021 Q3	$32K	Buy	+304	New	+$47.7K	0.03%	131

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Red Tortoise LLC's JPM Position: Q1 2026 in Review

Red Tortoise LLC reduced its JPMorgan Chase (JPM) stake by 0.24% in Q1 2026, selling an estimated $303 and leaving 411 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #108.

Red Tortoise LLC first reported a position in JPM in Q3 2021 and has held it in 15 quarters since. The position peaked at $133K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Red Tortoise LLC held 411 shares of JPMorgan Chase worth $121K as of Q1 2026.
Red Tortoise LLC sold 1 JPMorgan Chase share in Q1 2026, an estimated $303.
JPMorgan Chase made up 0.05% of Red Tortoise LLC's portfolio in Q1 2026, its #108 holding.
Red Tortoise LLC first reported a position in JPMorgan Chase in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's JPMorgan Chase position peaked at $133K in Q4 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.