Redwood Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
7,075
-1,498
| -17% | -$434K | 0.22% | 78 |
|
|
2025
Q1 | $2.1M | Buy |
8,573
+3,481
| +68% | +$854K | 0.23% | 75 |
|
|
2024
Q4 | $1.22M | Buy |
5,092
+1,123
| +28% | +$269K | 0.12% | 233 |
|
|
2024
Q3 | $837K | Buy |
3,969
+2,030
| +105% | +$428K | 0.07% | 243 |
|
|
2024
Q2 | $392K | Buy |
1,939
+323
| +20% | +$65.3K | 0.03% | 295 |
|
|
2024
Q1 | $324K | Sell |
1,616
-7,040
| -81% | -$1.41M | 0.03% | 296 |
|
|
2023
Q4 | $1.47M | Buy |
+8,656
| New | +$1.47M | 0.13% | 166 |
|
|
2023
Q3 | – | Sell |
-2,703
| Closed | -$393K | – | 335 |
|
|
2023
Q2 | $393K | Buy |
+2,703
| New | +$393K | 0.04% | 220 |
|
|
2023
Q1 | – | Sell |
-3,778
| Closed | -$507K | – | 252 |
|
|
2022
Q4 | $507K | Sell |
3,778
-2,486
| -40% | -$334K | 0.07% | 232 |
|
|
2022
Q3 | $655K | Buy |
6,264
+3,913
| +166% | +$409K | 0.14% | 156 |
|
|
2022
Q2 | $265K | Buy |
2,351
+334
| +17% | +$37.6K | 0.04% | 204 |
|
|
2022
Q1 | $275K | Sell |
2,017
-6,022
| -75% | -$821K | 0.04% | 221 |
|
|
2021
Q4 | $1.27M | Sell |
8,039
-10,068
| -56% | -$1.59M | 0.17% | 213 |
|
|
2021
Q3 | $2.96M | Buy |
18,107
+9,217
| +104% | +$1.51M | 0.42% | 53 |
|
|
2021
Q2 | $1.38M | Buy |
8,890
+1,290
| +17% | +$201K | 0.23% | 103 |
|
|
2021
Q1 | $1.16M | Buy |
7,600
+3,025
| +66% | +$460K | 0.22% | 103 |
|
|
2020
Q4 | $581K | Sell |
4,575
-777
| -15% | -$98.7K | 0.1% | 226 |
|
|
2020
Q3 | $515K | Sell |
5,352
-5,913
| -52% | -$569K | 0.13% | 218 |
|
|
2020
Q2 | $1.06M | Buy |
11,265
+5,170
| +85% | +$486K | 0.3% | 30 |
|
|
2020
Q1 | $549K | Sell |
6,095
-1,731
| -22% | -$156K | 0.35% | 119 |
|
|
2019
Q4 | $1.09M | Buy |
+7,826
| New | +$1.09M | 0.27% | 105 |
|