Rede Wealth
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Rede Wealth’s JPMorgan Chase JPM Stock Holding History

Rede Wealth’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
Q3 		$1.1M Hold
3,338
– – 0.36% 27
2026
Q2 		$1.09M Hold
3,338
– – 0.36% 28
2026
Q1 		$982K Hold
3,338
– – 0.35% 33
2025
Q4 		$1.08M Sell
3,338
-279
-8% -$86.4K 0.37% 29
2025
Q3 		$1.14M Buy
3,617
+126
+4% +$37.5K 0.9% 23
2025
Q2 		$1.01M Sell
3,491
-18
-0.5% -$4.59K 0.37% 30
2025
Q1 		$861K Sell
3,509
-53
-1% -$13.5K 0.3% 34
2024
Q4 		$854K Sell
3,562
-144
-4% -$33.5K 0.33% 34
2024
Q3 		$782K Buy
3,706
+14
+0.4% +$2.95K 0.3% 36
2024
Q2 		$747K Sell
3,692
-2
-0.1% -$391 0.69% 33
2024
Q1 		$740K Buy
3,694
+119
+3% +$21.5K 0.31% 36
2023
Q4 		$608K Buy
3,575
+25
+0.7% +$3.79K 0.29% 41
2023
Q3 		$515K Sell
3,550
-139
-4% -$20.8K 0.26% 40
2023
Q2 		$537K Sell
3,689
-1,599
-30% -$220K 0.25% 44
2023
Q1 		$689K Buy
5,288
+2
+0% +$274 0.36% 30
2022
Q4 		$709K Sell
5,286
-247
-4% -$31.3K 0.38% 31
2022
Q3 		$578K Sell
5,533
-93
-2% -$10.7K 0.34% 36
2022
Q2 		$633K Buy
5,626
+98
+2% +$12.1K 0.37% 35
2022
Q1 		$753K Buy
5,528
+36
+0.7% +$5.31K 0.35% 38
2021
Q4 		$870K Buy
5,492
+8
+0.1% +$1.31K 0.44% 34
2021
Q3 		$898K Buy
5,484
+251
+5% +$39.4K 0.48% 32
2021
Q2 		$814K Buy
5,233
+1
+0% +$157 0.43% 33
2021
Q1 		$797K Buy
5,232
+280
+6% +$40.3K 0.46% 32
2020
Q4 		$628K Buy
+4,952
New +$554K 0.43% 34

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Rede Wealth's JPM Position: Q3 2026 in Review

Rede Wealth held its JPMorgan Chase (JPM) position steady in Q3 2026 at 3,338 shares worth $1.1M. The position accounts for 0.36% of the portfolio, ranked #27.

Rede Wealth first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.14M in Q3 2025. 1,687 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Rede Wealth held 3,338 shares of JPMorgan Chase worth $1.1M as of Q3 2026.
  • Rede Wealth left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.36% of Rede Wealth's portfolio in Q3 2026, its #27 holding.
  • Rede Wealth first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • Rede Wealth's JPMorgan Chase position peaked at $1.14M in Q3 2025.
  • 1,687 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.