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Redwood Financial Network’s JPMorgan Chase JPM Stock Holding History

Redwood Financial Network’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 		$476K Sell
1,455
-5
-0.3% -$1.55K 0.26% 107
2026
Q1 		$429K Buy
1,460
+54
+4% +$16.4K 0.28% 102
2025
Q4 		$453K Buy
1,406
+115
+9% +$35.6K 0.29% 100
2025
Q3 		$407K Sell
1,291
-10
-0.8% -$2.97K 0.26% 113
2025
Q2 		$377K Sell
1,301
-160
-11% -$40.8K 0.25% 115
2025
Q1 		$358K Buy
1,461
+25
+2% +$6.37K 0.27% 109
2024
Q4 		$344K Buy
1,436
+4
+0.3% +$932 0.26% 110
2024
Q3 		$302K Buy
1,432
+224
+19% +$47.2K 0.24% 112
2024
Q2 		$244K Buy
1,208
+5
+0.4% +$978 0.21% 124
2024
Q1 		$241K Sell
1,203
-85
-7% -$15.3K 0.21% 126
2023
Q4 		$219K Buy
+1,288
New +$195K 0.21% 126
2022
Q2 		– Sell
-1,727
Closed -$235K – 142
2022
Q1 		$235K Buy
+1,727
New +$255K 0.22% 133

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Redwood Financial Network's JPM Position: Q2 2026 in Review

Redwood Financial Network reduced its JPMorgan Chase (JPM) stake by 0.34% in Q2 2026, selling an estimated $1.55K and leaving 1,455 shares worth $476K. The position accounts for 0.26% of the portfolio, ranked #107.

Redwood Financial Network first reported a position in JPM in Q1 2022 and has held it in 12 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Redwood Financial Network held 1,455 shares of JPMorgan Chase worth $476K as of Q2 2026.
  • Redwood Financial Network sold 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
  • JPMorgan Chase made up 0.26% of Redwood Financial Network's portfolio in Q2 2026, its #107 holding.
  • Redwood Financial Network first reported a position in JPMorgan Chase in Q1 2022 and has held it in 12 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.