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Redmont Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Redmont 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
2025
Q4 		$89.2K Sell
277
-17
-6% -$5.26K 0.14% 70
2025
Q3 		$92.9K Buy
294
+66
+29% +$19.6K 0.13% 76
2025
Q2 		$66.1K Buy
228
+159
+230% +$40.6K 0.1% 84
2025
Q1 		$16.9K Buy
+69
New +$17.6K 0.03% 99
2024
Q4 		– Sell
-228
Closed -$48.1K – 182
2024
Q3 		$48.1K Hold
228
– – 0.07% 91
2024
Q2 		$46.1K Sell
228
-100
-30% -$19.6K 0.07% 91
2024
Q1 		$65.7K Sell
328
-848
-72% -$153K 0.09% 84
2023
Q4 		$200K Buy
+1,176
New +$178K 0.29% 67
2023
Q3 		– Sell
-1,516
Closed -$220K – 65
2023
Q2 		$220K Buy
+1,516
New +$209K 0.38% 63
2023
Q1 		– Sell
-2,169
Closed -$291K – 93
2022
Q4 		$291K Buy
2,169
+128
+6% +$16.2K 0.34% 78
2022
Q3 		$213K Sell
2,041
-940
-32% -$108K 0.28% 89
2022
Q2 		$336K Sell
2,981
-669
-18% -$82.9K 0.41% 59
2022
Q1 		$498K Buy
3,650
+620
+20% +$91.5K 0.53% 47
2021
Q4 		$480K Buy
+3,030
New +$498K 0.51% 46

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Redmont Wealth Advisors's JPM Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 5.8% in Q4 2025, selling an estimated $5.26K and leaving 277 shares worth $89.2K. The position accounts for 0.14% of the portfolio, ranked #70.

Redmont Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. The position peaked at $498K in Q1 2022. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Redmont Wealth Advisors held 277 shares of JPMorgan Chase worth $89.2K as of Q4 2025.
  • Redmont Wealth Advisors sold 17 JPMorgan Chase shares in Q4 2025, an estimated $5.26K.
  • JPMorgan Chase made up 0.14% of Redmont Wealth Advisors's portfolio in Q4 2025, its #70 holding.
  • Redmont Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
  • Redmont Wealth Advisors's JPMorgan Chase position peaked at $498K in Q1 2022.
  • 5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.