Redwood Wealth Management Group’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 | $592K | Buy |
2,042
+3
| +0.1% | +$870 | 0.27% | 83 |
|
|
2025
Q1 | $500K | Buy |
2,039
+58
| +3% | +$14.2K | 0.25% | 93 |
|
|
2024
Q4 | $475K | Buy |
1,981
+1
| +0.1% | +$240 | 0.23% | 98 |
|
|
2024
Q3 | $418K | Buy |
1,980
+75
| +4% | +$15.8K | 0.21% | 103 |
|
|
2024
Q2 | $385K | Buy |
1,905
+19
| +1% | +$3.84K | 0.29% | 81 |
|
|
2024
Q1 | $378K | Sell |
1,886
-24
| -1% | -$4.81K | 0.4% | 78 |
|
|
2023
Q4 | $325K | Buy |
1,910
+1
| +0.1% | +$170 | 0.36% | 83 |
|
|
2023
Q3 | $277K | Buy |
1,909
+1
| +0.1% | +$145 | 0.32% | 95 |
|
|
2023
Q2 | $278K | Hold |
1,908
| – | – | 0.31% | 92 |
|
|
2023
Q1 | $249K | Buy |
1,908
+1
| +0.1% | +$130 | 0.28% | 108 |
|
|
2022
Q4 | $256K | Buy |
+1,907
| New | +$256K | 0.32% | 91 |
|