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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Redwood Financial Network's JPM Position: Q1 2026 in Review

Redwood Financial Network increased its JPMorgan Chase (JPM) stake by 3.8% in Q1 2026, buying an estimated $16.4K and bringing the position to 1,460 shares worth $429K. The position accounts for 0.28% of the portfolio, ranked #102.

Redwood Financial Network first reported a position in JPM in Q1 2022 and has held it in 11 quarters since. The position peaked at $453K in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Redwood Financial Network held 1,460 shares of JPMorgan Chase worth $429K as of Q1 2026.
Redwood Financial Network bought 54 JPMorgan Chase shares in Q1 2026, an estimated $16.4K.
JPMorgan Chase made up 0.28% of Redwood Financial Network's portfolio in Q1 2026, its #102 holding.
Redwood Financial Network first reported a position in JPMorgan Chase in Q1 2022 and has held it in 11 quarters since.
Redwood Financial Network's JPMorgan Chase position peaked at $453K in Q4 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.