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JPMorgan Chase & Co. shares owned by Redwood Wealth Management Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Redwood Wealth Management Group from 13F filings

Historical chart of Redwood Wealth Management Group investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Redwood Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Redwood Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $418k 2.0k 210.89
2024-06-30 $385k 1.9k 202.21
2024-03-31 $378k 1.9k 200.27
2023-12-31 $325k 1.9k 170.09
2023-09-30 $277k 1.9k 145.03
2023-06-30 $278k 1.9k 145.48
2023-03-31 $249k 1.9k 130.29
2022-12-31 $256k 1.9k 134.10