Redwood Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.33M | Buy |
29,870
+118
| +0.4% | +$28.9K | 2.74% | 6 |
|
|
2024
Q4 | $7.13M | Sell |
29,752
-153
| -0.5% | -$36.7K | 1.91% | 7 |
|
|
2024
Q3 | $6.31M | Sell |
29,905
-654
| -2% | -$138K | 1.88% | 14 |
|
|
2024
Q2 | $5.42M | Sell |
30,559
-962
| -3% | -$171K | 1.85% | 13 |
|
|
2024
Q1 | $5.53M | Sell |
31,521
-509
| -2% | -$89.3K | 1.62% | 11 |
|
|
2023
Q4 | $5.45M | Buy |
32,030
+2,622
| +9% | +$446K | 1.42% | 15 |
|
|
2023
Q3 | $4.26M | Sell |
29,408
-6,634
| -18% | -$962K | 0.58% | 58 |
|
|
2023
Q2 | $5.24M | Sell |
36,042
-1,073
| -3% | -$156K | 0.64% | 58 |
|
|
2023
Q1 | $4.84M | Buy |
37,115
+4,179
| +13% | +$545K | 0.62% | 63 |
|
|
2022
Q4 | $4.42M | Buy |
32,936
+232
| +0.7% | +$31.1K | 0.59% | 62 |
|
|
2022
Q3 | $3.42M | Sell |
32,704
-1,450
| -4% | -$152K | 0.46% | 62 |
|
|
2022
Q2 | $3.85M | Sell |
34,154
-11,434
| -25% | -$1.29M | 0.43% | 63 |
|
|
2022
Q1 | $6.22M | Sell |
45,588
-122
| -0.3% | -$16.6K | 0.59% | 63 |
|
|
2021
Q4 | $7.24M | Buy |
45,710
+2,176
| +5% | +$345K | 0.57% | 64 |
|
|
2021
Q3 | $7.13M | Sell |
43,534
-3,416
| -7% | -$559K | 0.6% | 59 |
|
|
2021
Q2 | $7.3M | Buy |
46,950
+23,745
| +102% | +$3.69M | 0.59% | 62 |
|
|
2021
Q1 | $3.53M | Buy |
23,205
+14
| +0.1% | +$2.13K | 0.31% | 74 |
|
|
2020
Q4 | $2.95M | Sell |
23,191
-354
| -2% | -$45K | 0.25% | 75 |
|
|
2020
Q3 | $2.27M | Sell |
23,545
-43,459
| -65% | -$4.18M | 0.19% | 92 |
|
|
2020
Q2 | $6.3M | Buy |
67,004
+46,771
| +231% | +$4.4M | 0.56% | 65 |
|
|
2020
Q1 | $1.82M | Buy |
20,233
+737
| +4% | +$66.4K | 0.22% | 85 |
|
|
2019
Q4 | $2.72M | Sell |
19,496
-79,349
| -80% | -$11.1M | 0.25% | 81 |
|
|
2019
Q3 | $11.6M | Sell |
98,845
-232
| -0.2% | -$27.3K | 0.9% | 45 |
|
|
2019
Q2 | $11.1M | Sell |
99,077
-22,371
| -18% | -$2.5M | 0.82% | 55 |
|
|
2019
Q1 | $12.3M | Sell |
121,448
-867
| -0.7% | -$87.8K | 0.9% | 55 |
|
|
2018
Q4 | $11.9M | Sell |
122,315
-425
| -0.3% | -$41.5K | 1.12% | 32 |
|
|
2018
Q3 | $13.9M | Sell |
122,740
-5,117
| -4% | -$577K | 1.08% | 38 |
|
|
2018
Q2 | $13.3M | Sell |
127,857
-1,831
| -1% | -$191K | 0.92% | 55 |
|
|
2018
Q1 | $14.3M | Sell |
129,688
-4,012
| -3% | -$441K | 1.02% | 47 |
|
|
2017
Q4 | $14.3M | Sell |
133,700
-668
| -0.5% | -$71.4K | 1.01% | 45 |
|
|
2017
Q3 | $12.8M | Sell |
134,368
-52,510
| -28% | -$5.02M | 1.46% | 8 |
|
|
2017
Q2 | $17.1M | Sell |
186,878
-9,169
| -5% | -$838K | 1.72% | 5 |
|
|
2017
Q1 | $17.2M | Buy |
196,047
+124,552
| +174% | +$10.9M | 1.7% | 9 |
|
|
2016
Q4 | $6.17M | Buy |
+71,495
| New | +$6.17M | 0.56% | 84 |
|
|
2016
Q1 | – | Sell |
-75
| Closed | -$5K | – | 196 |
|
|
2015
Q4 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 168 |
|
|
2014
Q2 | – | Sell |
-10,048
| Closed | -$610K | – | 202 |
|
|
2014
Q1 | $610K | Sell |
10,048
-41,683
| -81% | -$2.53M | 0.09% | 99 |
|
|
2013
Q4 | $3.03M | Sell |
51,731
-75,549
| -59% | -$4.42M | 0.45% | 55 |
|
|
2013
Q3 | $6.58M | Sell |
127,280
-133,406
| -51% | -$6.9M | 0.93% | 45 |
|
|
2013
Q2 | $13.8M | Buy |
+260,686
| New | +$13.8M | 2.12% | 11 |
|