Ownership history in REDW Wealth LLC · 34 quarters on record
This page tracks every 13F SEC filing in which REDW Wealth LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 687 | -36 | -5.0% | 0.08% | $217K | $312.49 |
| 2025 Q2 | REDUCED | 723 | -5,940 | -89.1% | 0.08% | $210K | $285.83 |
| 2024 Q3 | REDUCED | 6,663 | -102 | -1.5% | 0.36% | $1.4M | $204.31 |
| 2024 Q2 | REDUCED | 6,765 | -46 | -0.7% | 0.36% | $1.4M | $194.90 |
| 2024 Q1 | ADDED | 6,811 | +22 | +0.3% | 0.37% | $1.4M | $191.89 |
| 2023 Q4 | REDUCED | 6,789 | -701 | -9.4% | 0.33% | $1.2M | $161.96 |
| 2023 Q3 | ADDED | 7,490 | +3 | +0.0% | 0.33% | $1.1M | $137.07 |
| 2023 Q2 | ADDED | 7,487 | +331 | +4.6% | 0.33% | $1.1M | $136.53 |
| 2023 Q1 | ADDED | 7,156 | +491 | +7.4% | 0.30% | $933K | $121.37 |
| 2022 Q4 | ADDED | 6,665 | +79 | +1.2% | 0.31% | $894K | $123.99 |
As of 2025 Q4 — sorted by position size