Redwood Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Redwood Wealth Management Group’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 Q2	–	Sell	-2,018	Closed	-$594K	–	63
2026 Q1	$594K	Buy	2,018 +1	+0%	+$303	0.26%	81
2025 Q4	$650K	Sell	2,017 -26	-1%	-$8.05K	0.27%	77
2025 Q3	$644K	Buy	2,043 +1	+0%	+$297	0.27%	73
2025 Q2	$592K	Buy	2,042 +3	+0.1%	+$766	0.27%	83
2025 Q1	$500K	Buy	2,039 +58	+3%	+$14.8K	0.25%	93
2024 Q4	$475K	Buy	1,981 +1	+0.1%	+$233	0.23%	98
2024 Q3	$418K	Buy	1,980 +75	+4%	+$15.8K	0.21%	103
2024 Q2	$385K	Buy	1,905 +19	+1%	+$3.71K	0.29%	81
2024 Q1	$378K	Sell	1,886 -24	-1%	-$4.33K	0.4%	78
2023 Q4	$325K	Buy	1,910 +1	+0.1%	+$152	0.36%	83
2023 Q3	$277K	Buy	1,909 +1	+0.1%	+$150	0.32%	95
2023 Q2	$278K	Hold	1,908	–	–	0.31%	92
2023 Q1	$249K	Buy	1,908 +1	+0.1%	+$137	0.28%	108
2022 Q4	$256K	Buy	+1,907	New	+$242K	0.32%	91

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Redwood Wealth Management Group's JPM Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 2,018 shares — an estimated $594K sold.

Redwood Wealth Management Group first reported a position in JPM in Q4 2022 and held it in 14 quarters. The position peaked at $650K in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Redwood Wealth Management Group reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 2,018 JPMorgan Chase shares in Q2 2026, an estimated $594K.
Redwood Wealth Management Group first reported a position in JPMorgan Chase in Q4 2022 and held it in 14 quarters.
Redwood Wealth Management Group's JPMorgan Chase position peaked at $650K in Q4 2025.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.