CIP
Convergence Investment Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Buy |
17,345
+1,261
| +8% | +$366K | 1.27% | 14 |
|
|
2025
Q1 | $3.95M | Sell |
16,084
-1,427
| -8% | -$350K | 1.09% | 20 |
|
|
2024
Q4 | $4.2M | Sell |
17,511
-3,264
| -16% | -$782K | 0.94% | 22 |
|
|
2024
Q3 | $4.38M | Sell |
20,775
-777
| -4% | -$164K | 1.18% | 17 |
|
|
2024
Q2 | $4.36M | Sell |
21,552
-1,969
| -8% | -$398K | 1.27% | 14 |
|
|
2024
Q1 | $4.71M | Buy |
23,521
+890
| +4% | +$178K | 1.8% | 7 |
|
|
2023
Q4 | $3.85M | Buy |
22,631
+181
| +0.8% | +$30.8K | 2.01% | 5 |
|
|
2023
Q3 | $3.26M | Buy |
22,450
+1,562
| +7% | +$227K | 1.93% | 8 |
|
|
2023
Q2 | $3.04M | Sell |
20,888
-181
| -0.9% | -$26.3K | 1.74% | 10 |
|
|
2023
Q1 | $2.75M | Buy |
21,069
+1,049
| +5% | +$137K | 1.62% | 12 |
|
|
2022
Q4 | $2.68M | Sell |
20,020
-87
| -0.4% | -$11.7K | 1.59% | 13 |
|
|
2022
Q3 | $2.1M | Sell |
20,107
-46
| -0.2% | -$4.81K | 1.37% | 17 |
|
|
2022
Q2 | $2.27M | Sell |
20,153
-44
| -0.2% | -$4.95K | 1.37% | 13 |
|
|
2022
Q1 | $2.75M | Sell |
20,197
-32
| -0.2% | -$4.36K | 1.42% | 13 |
|
|
2021
Q4 | $3.2M | Sell |
20,229
-691
| -3% | -$109K | 1.63% | 7 |
|
|
2021
Q3 | $3.42M | Sell |
20,920
-6,331
| -23% | -$1.04M | 1.84% | 4 |
|
|
2021
Q2 | $4.24M | Buy |
27,251
+423
| +2% | +$65.8K | 1.82% | 3 |
|
|
2021
Q1 | $4.08M | Sell |
26,828
-466
| -2% | -$70.9K | 1.87% | 4 |
|
|
2020
Q4 | $3.47M | Sell |
27,294
-9,671
| -26% | -$1.23M | 1.75% | 8 |
|
|
2020
Q3 | $3.56M | Sell |
36,965
-2,321
| -6% | -$223K | 1.24% | 11 |
|
|
2020
Q2 | $3.7M | Buy |
39,286
+3,454
| +10% | +$325K | 1.27% | 13 |
|
|
2020
Q1 | $3.23M | Buy |
35,832
+6,598
| +23% | +$594K | 1.41% | 12 |
|
|
2019
Q4 | $4.08M | Sell |
29,234
-7,821
| -21% | -$1.09M | 1.16% | 18 |
|
|
2019
Q3 | $4.36M | Sell |
37,055
-1,621
| -4% | -$191K | 1.21% | 14 |
|
|
2019
Q2 | $4.32M | Sell |
38,676
-32,976
| -46% | -$3.69M | 1.04% | 17 |
|
|
2019
Q1 | $7.25M | Sell |
71,652
-18,272
| -20% | -$1.85M | 1.58% | 5 |
|
|
2018
Q4 | $8.78M | Buy |
89,924
+10,140
| +13% | +$990K | 2.02% | 2 |
|
|
2018
Q3 | $9M | Sell |
79,784
-22,766
| -22% | -$2.57M | 1.84% | 2 |
|
|
2018
Q2 | $10.7M | Sell |
102,550
-10,157
| -9% | -$1.06M | 1.49% | 4 |
|
|
2018
Q1 | $12.4M | Sell |
112,707
-29,957
| -21% | -$3.29M | 1.61% | 1 |
|
|
2017
Q4 | $15.3M | Buy |
142,664
+4,836
| +4% | +$517K | 2.05% | 1 |
|
|
2017
Q3 | $13.2M | Sell |
137,828
-3,250
| -2% | -$310K | 1.87% | 2 |
|
|
2017
Q2 | $12.9M | Buy |
141,078
+20,446
| +17% | +$1.87M | 1.89% | 1 |
|
|
2017
Q1 | $10.6M | Sell |
120,632
-23,700
| -16% | -$2.08M | 1.49% | 2 |
|
|
2016
Q4 | $12.5M | Sell |
144,332
-3,653
| -2% | -$315K | 1.72% | 2 |
|
|
2016
Q3 | $9.85M | Sell |
147,985
-53,282
| -26% | -$3.55M | 1.45% | 4 |
|
|
2016
Q2 | $12.5M | Sell |
201,267
-56,566
| -22% | -$3.52M | 1.72% | 1 |
|
|
2016
Q1 | $15.3M | Sell |
257,833
-18,044
| -7% | -$1.07M | 1.82% | 1 |
|
|
2015
Q4 | $18.2M | Buy |
275,877
+30,471
| +12% | +$2.01M | 2.04% | 1 |
|
|
2015
Q3 | $15M | Sell |
245,406
-5,846
| -2% | -$356K | 1.72% | 2 |
|
|
2015
Q2 | $17M | Buy |
251,252
+117,998
| +89% | +$8M | 1.68% | 2 |
|
|
2015
Q1 | $8.07M | Sell |
133,254
-78,419
| -37% | -$4.75M | 1.12% | 3 |
|
|
2014
Q4 | $13.2M | Sell |
211,673
-9,990
| -5% | -$625K | 1.77% | 2 |
|
|
2014
Q3 | $13.4M | Buy |
221,663
+19,298
| +10% | +$1.16M | 1.83% | 3 |
|
|
2014
Q2 | $11.7M | Sell |
202,365
-22,309
| -10% | -$1.29M | 1.54% | 6 |
|
|
2014
Q1 | $13.6M | Buy |
224,674
+45,460
| +25% | +$2.76M | 2.07% | 2 |
|
|
2013
Q4 | $10.5M | Buy |
179,214
+82,471
| +85% | +$4.82M | 1.7% | 6 |
|
|
2013
Q3 | $5M | Buy |
96,743
+35,815
| +59% | +$1.85M | 1.06% | 16 |
|
|
2013
Q2 | $3.22M | Buy |
+60,928
| New | +$3.22M | 0.83% | 20 |
|