Redmond Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.1M | Sell |
39,877
-1,189
| -3% | -$369K | 3.26% | 3 |
|
|
2026
Q1 | $12.1M | Buy |
41,066
+1,688
| +4% | +$512K | 3.3% | 2 |
|
|
2025
Q4 | $12.7M | Sell |
39,378
-499
| -1% | -$154K | 3.24% | 2 |
|
|
2025
Q3 | $12.6M | Sell |
39,877
-1,129
| -3% | -$336K | 3.09% | 1 |
|
|
2025
Q2 | $11.9M | Buy |
41,006
+269
| +0.7% | +$68.6K | 2.83% | 1 |
|
|
2025
Q1 | $9.99M | Sell |
40,737
-388
| -0.9% | -$98.9K | 2.58% | 1 |
|
|
2024
Q4 | $9.86M | Sell |
41,125
-670
| -2% | -$156K | 2.46% | 3 |
|
|
2024
Q3 | $8.81M | Sell |
41,795
-1,289
| -3% | -$272K | 2.76% | 3 |
|
|
2024
Q2 | $8.71M | Sell |
43,084
-3,624
| -8% | -$708K | 2.87% | 2 |
|
|
2024
Q1 | $9.36M | Sell |
46,708
-3,837
| -8% | -$692K | 2.97% | 2 |
|
|
2023
Q4 | $8.6M | Sell |
50,545
-1,162
| -2% | -$176K | 2.77% | 3 |
|
|
2023
Q3 | $7.5M | Sell |
51,707
-42
| -0.1% | -$6.3K | 2.67% | 3 |
|
|
2023
Q2 | $7.53M | Buy |
51,749
+132
| +0.3% | +$18.2K | 2.44% | 5 |
|
|
2023
Q1 | $6.73M | Sell |
51,617
-1,248
| -2% | -$171K | 2.33% | 4 |
|
|
2022
Q4 | $7.09M | Sell |
52,865
-369
| -0.7% | -$46.8K | 2.55% | 3 |
|
|
2022
Q3 | $5.56M | Buy |
53,234
+276
| +0.5% | +$31.7K | 2.07% | 4 |
|
|
2022
Q2 | $5.96M | Buy |
52,958
+13,008
| +33% | +$1.61M | 2.14% | 3 |
|
|
2022
Q1 | $5.45M | Buy |
39,950
+1,570
| +4% | +$232K | 1.62% | 8 |
|
|
2021
Q4 | $6.08M | Buy |
38,380
+6,315
| +20% | +$1.04M | 1.7% | 8 |
|
|
2021
Q3 | $5.25M | Buy |
32,065
+17
| +0.1% | +$2.67K | 1.64% | 11 |
|
|
2021
Q2 | $4.99M | Sell |
32,048
-107
| -0.3% | -$16.8K | 1.46% | 18 |
|
|
2021
Q1 | $4.89M | Sell |
32,155
-8,925
| -22% | -$1.28M | 1.52% | 13 |
|
|
2020
Q4 | $5.22M | Sell |
41,080
-660
| -2% | -$73.8K | 1.85% | 7 |
|
|
2020
Q3 | $4.02M | Sell |
41,740
-1,173
| -3% | -$115K | 1.68% | 12 |
|
|
2020
Q2 | $4.04M | Sell |
42,913
-1,388
| -3% | -$132K | 1.68% | 11 |
|
|
2020
Q1 | $3.99M | Buy |
44,301
+24
| +0.1% | +$2.92K | 1.98% | 10 |
|
|
2019
Q4 | $6.17M | Sell |
44,277
-423
| -0.9% | -$54.3K | 2.62% | 4 |
|
|
2019
Q3 | $5.26M | Sell |
44,700
-795
| -2% | -$89.9K | 2.33% | 6 |
|
|
2019
Q2 | $5.09M | Sell |
45,495
-334
| -0.7% | -$36.8K | 2.19% | 6 |
|
|
2019
Q1 | $4.64M | Sell |
45,829
-701
| -2% | -$72.2K | 2.02% | 8 |
|
|
2018
Q4 | $4.54M | Sell |
46,530
-321
| -0.7% | -$34.2K | 2.17% | 6 |
|
|
2018
Q3 | $5.29M | Buy |
46,851
+203
| +0.4% | +$23K | 2.07% | 6 |
|
|
2018
Q2 | $4.86M | Buy |
46,648
+1,283
| +3% | +$141K | 2.06% | 6 |
|
|
2018
Q1 | $4.99M | Sell |
45,365
-5,545
| -11% | -$628K | 2.22% | 5 |
|
|
2017
Q4 | $5.44M | Buy |
50,910
+22
| +0% | +$2.23K | 2.34% | 5 |
|
|
2017
Q3 | $4.86M | Sell |
50,888
-1,540
| -3% | -$142K | 2.22% | 5 |
|
|
2017
Q2 | $4.79M | Sell |
52,428
-2,740
| -5% | -$236K | 2.25% | 4 |
|
|
2017
Q1 | $4.85M | Sell |
55,168
-3,375
| -6% | -$298K | 2.48% | 3 |
|
|
2016
Q4 | $5.05M | Sell |
58,543
-1,409
| -2% | -$107K | 2.33% | 4 |
|
|
2016
Q3 | $3.99M | Buy |
59,952
+198
| +0.3% | +$12.9K | 1.95% | 6 |
|
|
2016
Q2 | $3.71M | Buy |
59,754
+426
| +0.7% | +$26.6K | 1.85% | 7 |
|
|
2016
Q1 | $3.51M | Buy |
59,328
+26
| +0% | +$1.52K | 1.77% | 9 |
|
|
2015
Q4 | $3.92M | Buy |
59,302
+1,100
| +2% | +$71.6K | 2.12% | 8 |
|
|
2015
Q3 | $3.55M | Buy |
58,202
+2,772
| +5% | +$182K | 1.89% | 8 |
|
|
2015
Q2 | $3.76M | Buy |
55,430
+154
| +0.3% | +$10.1K | 1.85% | 9 |
|
|
2015
Q1 | $3.35M | Sell |
55,276
-4,772
| -8% | -$283K | 1.69% | 13 |
|
|
2014
Q4 | $3.76M | Sell |
60,048
-1,724
| -3% | -$104K | 1.87% | 10 |
|
|
2014
Q3 | $3.72M | Sell |
61,772
-1,274
| -2% | -$74.5K | 1.93% | 8 |
|
|
2014
Q2 | $3.63M | Sell |
63,046
-2,181
| -3% | -$123K | 1.77% | 8 |
|
|
2014
Q1 | $3.96M | Buy |
65,227
+2,459
| +4% | +$142K | 2.11% | 6 |
|
|
2013
Q4 | $3.67M | Buy |
62,768
+2,209
| +4% | +$121K | 1.95% | 7 |
|
|
2013
Q3 | $3.13M | Buy |
60,559
+2,360
| +4% | +$127K | 1.82% | 10 |
|
|
2013
Q2 | $3.07M | Buy |
+58,199
| New | +$2.96M | 2.27% | 9 |
|
Other funds holding JPM
Redmond Asset Management's JPM Position: Q2 2026 in Review
Redmond Asset Management reduced its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, selling an estimated $369K and leaving 39,877 shares worth $13.1M. The position accounts for 3.26% of the portfolio, ranked #3.
Redmond Asset Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Redmond Asset Management held 39,877 shares of JPMorgan Chase worth $13.1M as of Q2 2026.
- Redmond Asset Management sold 1,189 JPMorgan Chase shares in Q2 2026, an estimated $369K.
- JPMorgan Chase made up 3.26% of Redmond Asset Management's portfolio in Q2 2026, its #3 holding.
- Redmond Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Redmond Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.