A detailed history of Redwood Investment Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Redwood Investment Management, LLC holds 1,616 shares of JPM stock, worth $330,940. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,616
Previous 8,656 81.33%
Holding current value
$330,940
Previous $1.47 Million 77.99%
% of portfolio
0.03%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $1.18 Million - $1.41 Million
-7,040 Reduced 81.33%
1,616 $324,000
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $1.17 Million - $1.47 Million
8,656 New
8,656 $1.47 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $344,551 - $393,124
2,703 New
2,703 $393,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $81,116 - $471,829
3,913 Added 166.44%
6,264 $655,000
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $37,611 - $45,393
334 Added 16.56%
2,351 $265,000
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $772,622 - $1.01 Million
-6,022 Reduced 74.91%
2,017 $275,000
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $1.55 Million - $1.73 Million
-10,068 Reduced 55.6%
8,039 $1.27 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $1.35 Million - $1.54 Million
9,217 Added 103.68%
18,107 $2.96 Million
Q2 2021

Aug 17, 2021

BUY
$147.37 - $166.44 $190,107 - $214,707
1,290 Added 16.97%
8,890 $929,000
Q1 2021

May 18, 2021

BUY
$125.65 - $157.65 $44,103 - $55,335
351 Added 4.84%
7,600 $1.16 Million
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $335,988 - $421,556
2,674 Added 58.45%
7,249 $1.1 Million
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $75,011 - $98,733
-777 Reduced 14.52%
4,575 $581,000
Q3 2020

Nov 16, 2020

SELL
$91.28 - $103.82 $539,738 - $613,887
-5,913 Reduced 52.49%
5,352 $515,000
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $434,435 - $586,536
5,170 Added 84.82%
11,265 $1.06 Million
Q1 2020

May 13, 2020

SELL
$79.03 - $141.09 $136,800 - $244,226
-1,731 Reduced 22.12%
6,095 $549,000
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $875,103 - $1.09 Million
7,826 New
7,826 $1.09 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $601B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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