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Red Wave Investments’s JPMorgan Chase JPM Stock Holding History

Red Wave Investments’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 		$1.53M Sell
4,665
-79
-2% -$24.5K 0.39% 41
2026
Q1 		$1.4M Sell
4,744
-2
-0% -$607 0.42% 40
2025
Q4 		$1.53M Sell
4,746
-40
-0.8% -$12.4K 0.45% 38
2025
Q3 		$1.51M Sell
4,786
-14
-0.3% -$4.16K 0.46% 38
2025
Q2 		$1.39M Buy
4,800
+18
+0.4% +$4.59K 0.46% 38
2025
Q1 		$1.17M Buy
4,782
+1
+0% +$255 0.42% 39
2024
Q4 		$1.15M Buy
4,781
+11
+0.2% +$2.56K 0.4% 38
2024
Q3 		$1.01M Buy
4,770
+9
+0.2% +$1.9K 0.35% 41
2024
Q2 		$963K Hold
4,761
– – 0.36% 41
2024
Q1 		$954K Buy
4,761
+50
+1% +$9.02K 0.36% 43
2023
Q4 		$801K Sell
4,711
-8
-0.2% -$1.21K 0.32% 44
2023
Q3 		$684K Hold
4,719
– – 0.29% 49
2023
Q2 		$686K Buy
4,719
+65
+1% +$8.94K 0.28% 50
2023
Q1 		$606K Sell
4,654
-200
-4% -$27.4K 0.25% 52
2022
Q4 		$651K Sell
4,854
-1,488
-23% -$189K 0.27% 47
2022
Q3 		$663K Buy
6,342
+75
+1% +$8.61K 0.29% 45
2022
Q2 		$706K Sell
6,267
-188
-3% -$23.3K 0.29% 43
2022
Q1 		$880K Buy
6,455
+1,245
+24% +$184K 0.31% 41
2021
Q4 		$825K Buy
5,210
+87
+2% +$14.3K 0.28% 40
2021
Q3 		$839K Sell
5,123
-24
-0.5% -$3.76K 0.3% 37
2021
Q2 		$801K Buy
5,147
+124
+2% +$19.5K 0.3% 35
2021
Q1 		$765K Buy
5,023
+80
+2% +$11.5K 0.31% 35
2020
Q4 		$628K Buy
+4,943
New +$553K 0.28% 37

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Red Wave Investments's JPM Position: Q2 2026 in Review

Red Wave Investments reduced its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, selling an estimated $24.5K and leaving 4,665 shares worth $1.53M. The position accounts for 0.39% of the portfolio, ranked #41.

Red Wave Investments first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.53M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Red Wave Investments held 4,665 shares of JPMorgan Chase worth $1.53M as of Q2 2026.
  • Red Wave Investments sold 79 JPMorgan Chase shares in Q2 2026, an estimated $24.5K.
  • JPMorgan Chase made up 0.39% of Red Wave Investments's portfolio in Q2 2026, its #41 holding.
  • Red Wave Investments first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Red Wave Investments's JPMorgan Chase position peaked at $1.53M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Red Wave Investments's 13F filing for Q2 2026, filed 6 Aug 2026.