de JP Morgan Chase Retail Opportunity Investments Corp. ROIC Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Vender |
-3,235,094
| Cerradas | -USD 56.2 M | – | 7863 |
|
|
2024
Q4 | USD 56.2 M | Comprar |
3,235,094
+1,196,057
| +59% | +USD 20 M | ﹤0.01% | 1253 |
|
|
2024
Q3 | USD 32.1 M | Vender |
2,039,037
-247,445
| -11% | -USD 3.62 M | ﹤0.01% | 1621 |
|
|
2024
Q2 | USD 28.4 M | Vender |
2,286,482
-16,407
| -0.7% | -USD 203 k | ﹤0.01% | 1597 |
|
|
2024
Q1 | USD 29.5 M | Vender |
2,302,889
-158,332
| -6% | -USD 2.11 M | ﹤0.01% | 1612 |
|
|
2023
Q4 | USD 34.5 M | Comprar |
2,461,221
+475,826
| +24% | +USD 5.98 M | ﹤0.01% | 1444 |
|
|
2023
Q3 | USD 24.6 M | Vender |
1,985,395
-83,176
| -4% | -USD 1.15 M | ﹤0.01% | 1528 |
|
|
2023
Q2 | USD 27.9 M | Comprar |
2,068,571
+1,223,135
| +145% | +USD 15.9 M | ﹤0.01% | 1458 |
|
|
2023
Q1 | USD 11.8 M | Comprar |
845,436
+243,006
| +40% | +USD 3.53 M | ﹤0.01% | 2139 |
|
|
2022
Q4 | USD 9.05 M | Vender |
602,430
-943,816
| -61% | -USD 13.8 M | ﹤0.01% | 2353 |
|
|
2022
Q3 | USD 21.3 M | Comprar |
1,546,246
+58,835
| +4% | +USD 971 k | ﹤0.01% | 1537 |
|
|
2022
Q2 | USD 23.5 M | Vender |
1,487,411
-109,848
| -7% | -USD 1.96 M | ﹤0.01% | 1498 |
|
|
2022
Q1 | USD 31 M | Comprar |
1,597,259
+367,638
| +30% | +USD 6.86 M | ﹤0.01% | 1443 |
|
|
2021
Q4 | USD 24.1 M | Comprar |
1,229,621
+36,885
| +3% | +USD 679 k | ﹤0.01% | 1668 |
|
|
2021
Q3 | USD 20.8 M | Vender |
1,192,736
-420,519
| -26% | -USD 7.4 M | ﹤0.01% | 1734 |
|
|
2021
Q2 | USD 28.5 M | Vender |
1,613,255
-21,426
| -1% | -USD 377 k | ﹤0.01% | 1553 |
|
|
2021
Q1 | USD 25.9 M | Comprar |
1,634,681
+492,659
| +43% | +USD 7.55 M | ﹤0.01% | 1540 |
|
|
2020
Q4 | USD 15.3 M | Comprar |
1,142,022
+63,606
| +6% | +USD 779 k | ﹤0.01% | 1844 |
|
|
2020
Q3 | USD 11 M | Vender |
1,078,416
-44,492
| -4% | -USD 487 k | ﹤0.01% | 1959 |
|
|
2020
Q2 | USD 12.7 M | Comprar |
1,122,908
+21,569
| +2% | +USD 209 k | ﹤0.01% | 1714 |
|
|
2020
Q1 | USD 9.13 M | Comprar |
1,101,339
+239,230
| +28% | +USD 3.55 M | ﹤0.01% | 1825 |
|
|
2019
Q4 | USD 15.2 M | Comprar |
862,109
+329,183
| +62% | +USD 5.96 M | ﹤0.01% | 1777 |
|
|
2019
Q3 | USD 9.7 M | Comprar |
532,926
+340,789
| +177% | +USD 6.11 M | ﹤0.01% | 2154 |
|
|
2019
Q2 | USD 3.26 M | Comprar |
192,137
+36,955
| +24% | +USD 640 k | ﹤0.01% | 3005 |
|
|
2019
Q1 | USD 2.69 M | Vender |
155,182
-197,913
| -56% | -USD 3.38 M | ﹤0.01% | 3123 |
|
|
2018
Q4 | USD 5.61 M | Vender |
353,095
-195,877
| -36% | -USD 3.44 M | ﹤0.01% | 2477 |
|
|
2018
Q3 | USD 10.2 M | Vender |
548,972
-191,092
| -26% | -USD 3.65 M | ﹤0.01% | 2187 |
|
|
2018
Q2 | USD 14.2 M | Vender |
740,064
-144,134
| -16% | -USD 2.56 M | ﹤0.01% | 1861 |
|
|
2018
Q1 | USD 15.6 M | Vender |
884,198
-55,457
| -6% | -USD 996 k | ﹤0.01% | 1697 |
|
|
2017
Q4 | USD 18.7 M | Comprar |
939,655
+152,657
| +19% | +USD 2.93 M | ﹤0.01% | 1618 |
|
|
2017
Q3 | USD 15 M | Vender |
786,998
-143,375
| -15% | -USD 2.85 M | ﹤0.01% | 1694 |
|
|
2017
Q2 | USD 17.9 M | Vender |
930,373
-114,321
| -11% | -USD 2.33 M | ﹤0.01% | 1539 |
|
|
2017
Q1 | USD 22 M | Vender |
1,044,694
-399,665
| -28% | -USD 8.42 M | 0.01% | 1416 |
|
|
2016
Q4 | USD 30.5 M | Comprar |
1,444,359
+374,903
| +35% | +USD 7.69 M | 0.01% | 1197 |
|
|
2016
Q3 | USD 23.5 M | Vender |
1,069,456
-827,300
| -44% | -USD 18.4 M | 0.01% | 1272 |
|
|
2016
Q2 | USD 41.1 M | Comprar |
1,896,756
+30,295
| +2% | +USD 613 k | 0.01% | 938 |
|
|
2016
Q1 | USD 37.6 M | Vender |
1,866,461
-169,457
| -8% | -USD 3.14 M | 0.01% | 966 |
|
|
2015
Q4 | USD 36.4 M | Comprar |
2,035,918
+400,888
| +25% | +USD 7.15 M | 0.01% | 968 |
|
|
2015
Q3 | USD 27 M | Comprar |
1,635,030
+729,770
| +81% | +USD 12.1 M | 0.01% | 1083 |
|
|
2015
Q2 | USD 14.1 M | Vender |
905,260
-22,290
| -2% | -USD 373 k | ﹤0.01% | 1648 |
|
|
2015
Q1 | USD 17 M | Comprar |
927,550
+889,000
| +2,306% | +USD 15.6 M | ﹤0.01% | 1541 |
|
|
2014
Q4 | USD 647 k | Comprar |
38,550
+9,166
| +31% | +USD 147 k | ﹤0.01% | 3560 |
|
|
2014
Q3 | USD 431 k | Vender |
29,384
-50,011
| -63% | -USD 781 k | ﹤0.01% | 3726 |
|
|
2014
Q2 | USD 1.25 M | Comprar |
79,395
+68,776
| +648% | +USD 1.08 M | ﹤0.01% | 2758 |
|
|
2014
Q1 | USD 158 k | Vender |
10,619
-8,509
| -44% | -USD 124 k | ﹤0.01% | 3446 |
|
|
2013
Q4 | USD 281 k | Vender |
19,128
-124,797
| -87% | -USD 1.81 M | ﹤0.01% | 3707 |
|
|
2013
Q3 | USD 1.99 M | Comprar |
143,925
+23,910
| +20% | +USD 325 k | ﹤0.01% | 2811 |
|
|
2013
Q2 | USD 1.67 M | Comprar |
+120,015
| Nuevas | +USD 1.73 M | ﹤0.01% | 2924 |
|
Otros fondos que tienen ROIC en su cartera
Posición de JP Morgan Chase en ROIC: resumen de T1 2025
JP Morgan Chase cerró por completo su posición en Retail Opportunity Investments Corp. (ROIC) en T1 2025, liquidando una posición de 3,235,094 acciones por un valor estimado de USD 56.2 M.
JP Morgan Chase reportó por primera vez una posición en ROIC en T2 2013 y la mantuvo durante 47 trimestres. La posición alcanzó su máximo de USD 56.2 M en T4 2024. Al cierre de T1 2025, 3 fondos que sigue Wall St. Rank mantienen una posición en ROIC.
- JP Morgan Chase reportó que ya no tenía una posición en Retail Opportunity Investments Corp. al cierre de T1 2025, después de venderla por completo durante el trimestre.
- JP Morgan Chase vendió 3,235,094 acciones de Retail Opportunity Investments Corp. en T1 2025, por un valor estimado de USD 56.2 M.
- JP Morgan Chase reportó por primera vez una posición en Retail Opportunity Investments Corp. en T2 2013 y la mantuvo durante 47 trimestres.
- La posición de JP Morgan Chase en Retail Opportunity Investments Corp. alcanzó su máximo de USD 56.2 M en T4 2024.
- Al cierre de T1 2025, 3 fondos que sigue Wall St. Rank tenían Retail Opportunity Investments Corp. en cartera.
Según el Informe 13F de JP Morgan Chase correspondiente a T1 2025, presentado el 12 may 2025.