SEC 13F Intelligence

Redwood Investments, LLC / JPM

Redwood Investments, LLC’s Jpmorgan Chase & Co Position

Does Redwood Investments, LLC own Jpmorgan Chase & Co (JPM)? Yes — 29.9K shares worth $7M (+2.74% of its 13F portfolio) as of Q1 2025, up from 29.8K shares the prior filed quarter.

Position Value
$7M
Q1 2025
Shares
29.9K
% of Portfolio
+2.74%
Quarters Held
25
currently held

Position History JPM

Reported value by quarter
Q1 ’19: $12MQ1 ’19Q2 ’19: $11MQ3 ’19: $12MQ4 ’19: $3MQ1 ’20: $2MQ1 ’20Q2 ’20: $6MQ3 ’20: $2MQ4 ’20: $3MQ1 ’21: $4MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ4 ’21: $7MQ1 ’22: $6MQ1 ’22Q2 ’22: $4MQ3 ’22: $3MQ4 ’22: $4MQ1 ’23: $5MQ1 ’23Q2 ’23: $5MQ3 ’23: $4MQ4 ’23: $5MQ1 ’24: $6MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ4 ’24: $7MQ1 ’25: $7MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202529.9K$7M+2.74%
Q4 202429.8K$7M+1.91%
Q3 202429.9K$6M+1.88%
Q2 202430.6K$5M+1.85%
Q1 202431.5K$6M+1.62%
Q4 202332.0K$5M+1.42%
Q3 202329.4K$4M+0.58%
Q2 202336.0K$5M+0.64%
Q1 202337.1K$5M+0.62%
Q4 202232.9K$4M+0.59%
Q3 202232.7K$3M+0.46%
Q2 202234.2K$4M+0.43%
Q1 202245.6K$6M+0.59%
Q4 202145.7K$7M+0.57%
Q3 202143.5K$7M+0.60%
Q2 202147.0K$7M+0.59%
Q1 202123.2K$4M+0.31%
Q4 202023.2K$3M+0.25%
Q3 202023.5K$2M+0.19%
Q2 202067.0K$6M+0.56%
Q1 202020.2K$2M+0.22%
Q4 201919.5K$3M+0.25%
Q3 201998.8K$12M+0.90%
Q2 201999.1K$11M+0.82%
Q1 2019121.4K$12M+0.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Redwood Investments, LLC’s full portfolio or all institutional holders of JPM.