Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,017,327
+$400,186 QoQ
Shares Held
9,218
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#2,574
of 5,072 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Redwood Investment Management, LLC holds $4,177,735 across 2 Banks - Diversified names. JPM ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
9,218 | $3,017,327 | |
| 2 | C |
Citigroup Inc
|
8,291 | $1,160,408 |
All Filings in JPM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,017,327 | 9,218 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,617,141 | 8,897 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,159,840 | 6,703 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,193,184 | 6,953 | Shares | Defined | 2026-08-26 | |
| 2025-06-30 | $2,051,113 | 7,075 | Shares | Defined | 2026-08-26 | |
| 2025-03-31 | $2,102,956 | 8,573 | Shares | Defined | 2026-08-27 | |
| 2024-12-31 | $1,220,603 | 5,092 | Shares | Defined | 2026-08-27 | |
| 2024-09-30 | $836,903 | 3,969 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $392,182 | 1,939 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $323,684 | 1,616 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,472,385 | 8,656 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $393,124 | 2,703 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $506,629 | 3,778 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $654,588 | 6,264 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $264,746 | 2,351 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $274,957 | 2,017 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,272,975 | 8,039 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,963,934 | 18,107 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,382,750 | 8,890 | Shares | Sole | 2021-08-18 | |
| 2021-03-31 | $1,156,948 | 7,600 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $581,345 | 4,575 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $515,237 | 5,352 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,059,585 | 11,265 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $548,732 | 6,095 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||