Redhawk Wealth Advisors
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Redhawk Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Redhawk Wealth Advisors’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 		$3.09M Buy
9,346
+50
+0.5% +$17.5K 0.31% 72
2026
Q2 		$3.04M Sell
9,296
-471
-5% -$146K 0.3% 86
2026
Q1 		$2.87M Sell
9,767
-151
-2% -$45.8K 0.32% 80
2025
Q4 		$3.2M Sell
9,918
-973
-9% -$301K 0.36% 77
2025
Q3 		$3.44M Buy
10,891
+334
+3% +$99.3K 0.4% 64
2025
Q2 		$3.06M Buy
10,557
+13
+0.1% +$3.32K 0.38% 63
2025
Q1 		$2.59M Buy
10,544
+819
+8% +$209K 0.35% 57
2024
Q4 		$2.33M Sell
9,725
-121
-1% -$28.2K 0.32% 68
2024
Q3 		$2.08M Sell
9,846
-1,384
-12% -$292K 0.3% 79
2024
Q2 		$2.27M Sell
11,230
-888
-7% -$174K 0.35% 67
2024
Q1 		$2.43M Sell
12,118
-232
-2% -$41.9K 0.4% 54
2023
Q4 		$2.1M Buy
12,350
+1,327
+12% +$201K 0.41% 56
2023
Q3 		$1.6M Sell
11,023
-391
-3% -$58.6K 0.53% 45
2023
Q2 		$1.66M Buy
11,414
+2,376
+26% +$327K 0.51% 43
2023
Q1 		$1.18M Sell
9,038
-581
-6% -$79.6K 0.4% 63
2022
Q4 		$1.29M Buy
9,619
+520
+6% +$65.9K 0.5% 50
2022
Q3 		$951K Buy
+9,099
New +$1.04M 0.4% 75
2022
Q1 		– Sell
-2,513
Closed -$398K – 237
2021
Q4 		$398K Buy
2,513
+270
+12% +$44.3K 0.1% 139
2021
Q3 		$367K Sell
2,243
-2,847
-56% -$446K 0.1% 143
2021
Q2 		$792K Buy
5,090
+878
+21% +$138K 0.18% 113
2021
Q1 		$641K Buy
4,212
+1,810
+75% +$260K 0.16% 116
2020
Q4 		$305K Sell
2,402
-14
-0.6% -$1.56K 0.08% 176
2020
Q3 		$233K Buy
2,416
+109
+5% +$10.7K 0.07% 187
2020
Q2 		$217K Sell
2,307
-1,889
-45% -$179K 0.08% 169
2020
Q1 		$378K Buy
4,196
+581
+16% +$70.6K 0.17% 96
2019
Q4 		$504K Buy
3,615
+1,076
+42% +$138K 0.19% 90
2019
Q3 		$299K Buy
2,539
+2,039
+408% +$231K 0.13% 104
2019
Q2 		$56K Buy
+500
New +$55.1K 0.02% 241

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Redhawk Wealth Advisors's JPM Position: Q3 2026 in Review

Redhawk Wealth Advisors increased its JPMorgan Chase (JPM) stake by 0.54% in Q3 2026, buying an estimated $17.5K and bringing the position to 9,346 shares worth $3.09M. The position accounts for 0.31% of the portfolio, ranked #72.

Redhawk Wealth Advisors first reported a position in JPM in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.44M in Q3 2025. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Redhawk Wealth Advisors held 9,346 shares of JPMorgan Chase worth $3.09M as of Q3 2026.
  • Redhawk Wealth Advisors bought 50 JPMorgan Chase shares in Q3 2026, an estimated $17.5K.
  • JPMorgan Chase made up 0.31% of Redhawk Wealth Advisors's portfolio in Q3 2026, its #72 holding.
  • Redhawk Wealth Advisors first reported a position in JPMorgan Chase in Q2 2019 and has held it in 28 quarters since.
  • Redhawk Wealth Advisors's JPMorgan Chase position peaked at $3.44M in Q3 2025.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.