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Redwood Investment Management’s JPMorgan Chase JPM Stock Holding History

Redwood Investment Management’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 		$2.62M Buy
8,897
+2,194
+33% +$666K 0.33% 38
2025
Q4 		$2.16M Sell
6,703
-250
-4% -$77.4K 0.24% 73
2025
Q3 		$2.19M Sell
6,953
-122
-2% -$36.3K 0.24% 72
2025
Q2 		$2.05M Sell
7,075
-1,498
-17% -$382K 0.22% 78
2025
Q1 		$2.1M Buy
8,573
+3,481
+68% +$887K 0.23% 75
2024
Q4 		$1.22M Buy
5,092
+1,123
+28% +$262K 0.12% 233
2024
Q3 		$837K Buy
3,969
+2,030
+105% +$428K 0.07% 243
2024
Q2 		$392K Buy
1,939
+323
+20% +$63.1K 0.03% 295
2024
Q1 		$324K Sell
1,616
-7,040
-81% -$1.27M 0.03% 296
2023
Q4 		$1.47M Buy
+8,656
New +$1.31M 0.13% 166
2023
Q3 		– Sell
-2,703
Closed -$393K – 335
2023
Q2 		$393K Buy
+2,703
New +$372K 0.04% 220
2023
Q1 		– Sell
-3,778
Closed -$507K – 252
2022
Q4 		$507K Sell
3,778
-2,486
-40% -$315K 0.07% 232
2022
Q3 		$655K Buy
6,264
+3,913
+166% +$449K 0.14% 156
2022
Q2 		$265K Buy
2,351
+334
+17% +$41.4K 0.04% 204
2022
Q1 		$275K Sell
2,017
-6,022
-75% -$889K 0.04% 221
2021
Q4 		$1.27M Sell
8,039
-10,068
-56% -$1.65M 0.17% 213
2021
Q3 		$2.96M Buy
18,107
+9,217
+104% +$1.45M 0.42% 53
2021
Q2 		$1.38M Buy
8,890
+1,290
+17% +$203K 0.23% 103
2021
Q1 		$1.16M Buy
7,600
+3,025
+66% +$435K 0.22% 103
2020
Q4 		$581K Sell
4,575
-777
-15% -$86.8K 0.1% 226
2020
Q3 		$515K Sell
5,352
-5,913
-52% -$581K 0.13% 218
2020
Q2 		$1.06M Buy
11,265
+5,170
+85% +$491K 0.3% 30
2020
Q1 		$549K Sell
6,095
-1,731
-22% -$210K 0.35% 119
2019
Q4 		$1.09M Buy
+7,826
New +$1M 0.27% 105

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Redwood Investment Management's JPM Position: Q1 2026 in Review

Redwood Investment Management increased its JPMorgan Chase (JPM) stake by 33% in Q1 2026, buying an estimated $666K and bringing the position to 8,897 shares worth $2.62M. The position accounts for 0.33% of the portfolio, ranked #38.

Redwood Investment Management first reported a position in JPM in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.96M in Q3 2021. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Redwood Investment Management held 8,897 shares of JPMorgan Chase worth $2.62M as of Q1 2026.
  • Redwood Investment Management bought 2,194 JPMorgan Chase shares in Q1 2026, an estimated $666K.
  • JPMorgan Chase made up 0.33% of Redwood Investment Management's portfolio in Q1 2026, its #38 holding.
  • Redwood Investment Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 24 quarters since.
  • Redwood Investment Management's JPMorgan Chase position peaked at $2.96M in Q3 2021.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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