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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Redhawk Wealth Advisors's JPM Position: Q2 2026 in Review

Redhawk Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 4.8% in Q2 2026, selling an estimated $146K and leaving 9,296 shares worth $3.04M. The position accounts for 0.3% of the portfolio, ranked #86.

Redhawk Wealth Advisors first reported a position in JPM in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.44M in Q3 2025. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Redhawk Wealth Advisors held 9,296 shares of JPMorgan Chase worth $3.04M as of Q2 2026.
  • Redhawk Wealth Advisors sold 471 JPMorgan Chase shares in Q2 2026, an estimated $146K.
  • JPMorgan Chase made up 0.3% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Redhawk Wealth Advisors first reported a position in JPMorgan Chase in Q2 2019 and has held it in 27 quarters since.
  • Redhawk Wealth Advisors's JPMorgan Chase position peaked at $3.44M in Q3 2025.
  • 1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.