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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rede Wealth's JPM Position: Q1 2026 in Review

Rede Wealth held its JPMorgan Chase (JPM) position steady in Q1 2026 at 3,338 shares worth $982K. The position accounts for 0.35% of the portfolio, ranked #33.

Rede Wealth first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.14M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Rede Wealth held 3,338 shares of JPMorgan Chase worth $982K as of Q1 2026.
  • Rede Wealth left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.35% of Rede Wealth's portfolio in Q1 2026, its #33 holding.
  • Rede Wealth first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Rede Wealth's JPMorgan Chase position peaked at $1.14M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.