Convergence Investment Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.75M | Sell |
8,406
-6,551
| -44% | -$2.03M | 0.26% | 133 |
|
|
2026
Q1 | $4.4M | Sell |
14,957
-2,516
| -14% | -$764K | 0.72% | 37 |
|
|
2025
Q4 | $5.63M | Buy |
17,473
+1,583
| +10% | +$490K | 1.12% | 16 |
|
|
2025
Q3 | $5.01M | Sell |
15,890
-1,455
| -8% | -$433K | 1.12% | 15 |
|
|
2025
Q2 | $5.03M | Buy |
17,345
+1,261
| +8% | +$322K | 1.27% | 14 |
|
|
2025
Q1 | $3.95M | Sell |
16,084
-1,427
| -8% | -$364K | 1.09% | 20 |
|
|
2024
Q4 | $4.2M | Sell |
17,511
-3,264
| -16% | -$760K | 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% | -$385K | 1.27% | 14 |
|
|
2024
Q1 | $4.71M | Buy |
23,521
+890
| +4% | +$161K | 1.8% | 7 |
|
|
2023
Q4 | $3.85M | Buy |
22,631
+181
| +0.8% | +$27.4K | 2.01% | 5 |
|
|
2023
Q3 | $3.26M | Buy |
22,450
+1,562
| +7% | +$234K | 1.93% | 8 |
|
|
2023
Q2 | $3.04M | Sell |
20,888
-181
| -0.9% | -$24.9K | 1.74% | 10 |
|
|
2023
Q1 | $2.75M | Buy |
21,069
+1,049
| +5% | +$144K | 1.62% | 12 |
|
|
2022
Q4 | $2.68M | Sell |
20,020
-87
| -0.4% | -$11K | 1.59% | 13 |
|
|
2022
Q3 | $2.1M | Sell |
20,107
-46
| -0.2% | -$5.28K | 1.37% | 17 |
|
|
2022
Q2 | $2.27M | Sell |
20,153
-44
| -0.2% | -$5.45K | 1.37% | 13 |
|
|
2022
Q1 | $2.75M | Sell |
20,197
-32
| -0.2% | -$4.72K | 1.42% | 13 |
|
|
2021
Q4 | $3.2M | Sell |
20,229
-691
| -3% | -$113K | 1.63% | 7 |
|
|
2021
Q3 | $3.42M | Sell |
20,920
-6,331
| -23% | -$993K | 1.84% | 4 |
|
|
2021
Q2 | $4.24M | Buy |
27,251
+423
| +2% | +$66.4K | 1.82% | 3 |
|
|
2021
Q1 | $4.08M | Sell |
26,828
-466
| -2% | -$67K | 1.87% | 4 |
|
|
2020
Q4 | $3.47M | Sell |
27,294
-9,671
| -26% | -$1.08M | 1.75% | 8 |
|
|
2020
Q3 | $3.56M | Sell |
36,965
-2,321
| -6% | -$228K | 1.24% | 11 |
|
|
2020
Q2 | $3.69M | Buy |
39,286
+3,454
| +10% | +$328K | 1.27% | 13 |
|
|
2020
Q1 | $3.23M | Buy |
35,832
+6,598
| +23% | +$802K | 1.41% | 12 |
|
|
2019
Q4 | $4.08M | Sell |
29,234
-7,821
| -21% | -$1M | 1.16% | 18 |
|
|
2019
Q3 | $4.36M | Sell |
37,055
-1,621
| -4% | -$183K | 1.21% | 14 |
|
|
2019
Q2 | $4.32M | Sell |
38,676
-32,976
| -46% | -$3.64M | 1.04% | 17 |
|
|
2019
Q1 | $7.25M | Sell |
71,652
-18,272
| -20% | -$1.88M | 1.58% | 5 |
|
|
2018
Q4 | $8.78M | Buy |
89,924
+10,140
| +13% | +$1.08M | 2.02% | 2 |
|
|
2018
Q3 | $9M | Sell |
79,784
-22,766
| -22% | -$2.58M | 1.84% | 2 |
|
|
2018
Q2 | $10.7M | Sell |
102,550
-10,157
| -9% | -$1.11M | 1.49% | 4 |
|
|
2018
Q1 | $12.4M | Sell |
112,707
-29,957
| -21% | -$3.39M | 1.61% | 1 |
|
|
2017
Q4 | $15.3M | Buy |
142,664
+4,836
| +4% | +$490K | 2.05% | 1 |
|
|
2017
Q3 | $13.2M | Sell |
137,828
-3,250
| -2% | -$300K | 1.87% | 2 |
|
|
2017
Q2 | $12.9M | Buy |
141,078
+20,446
| +17% | +$1.76M | 1.89% | 1 |
|
|
2017
Q1 | $10.6M | Sell |
120,632
-23,700
| -16% | -$2.09M | 1.49% | 2 |
|
|
2016
Q4 | $12.5M | Sell |
144,332
-3,653
| -2% | -$279K | 1.72% | 2 |
|
|
2016
Q3 | $9.85M | Sell |
147,985
-53,282
| -26% | -$3.47M | 1.45% | 4 |
|
|
2016
Q2 | $12.5M | Sell |
201,267
-56,566
| -22% | -$3.53M | 1.72% | 1 |
|
|
2016
Q1 | $15.3M | Sell |
257,833
-18,044
| -7% | -$1.05M | 1.82% | 1 |
|
|
2015
Q4 | $18.2M | Buy |
275,877
+30,471
| +12% | +$1.98M | 2.04% | 1 |
|
|
2015
Q3 | $15M | Sell |
245,406
-5,846
| -2% | -$383K | 1.72% | 2 |
|
|
2015
Q2 | $17M | Buy |
251,252
+117,998
| +89% | +$7.7M | 1.68% | 2 |
|
|
2015
Q1 | $8.07M | Sell |
133,254
-78,419
| -37% | -$4.64M | 1.12% | 3 |
|
|
2014
Q4 | $13.2M | Sell |
211,673
-9,990
| -5% | -$601K | 1.77% | 2 |
|
|
2014
Q3 | $13.4M | Buy |
221,663
+19,298
| +10% | +$1.13M | 1.83% | 3 |
|
|
2014
Q2 | $11.7M | Sell |
202,365
-22,309
| -10% | -$1.25M | 1.54% | 6 |
|
|
2014
Q1 | $13.6M | Buy |
224,674
+45,460
| +25% | +$2.63M | 2.07% | 2 |
|
|
2013
Q4 | $10.5M | Buy |
179,214
+82,471
| +85% | +$4.52M | 1.7% | 6 |
|
|
2013
Q3 | $5M | Buy |
96,743
+35,815
| +59% | +$1.92M | 1.06% | 16 |
|
|
2013
Q2 | $3.22M | Buy |
+60,928
| New | +$3.1M | 0.83% | 20 |
|
Other funds holding JPM
Convergence Investment Partners's JPM Position: Q2 2026 in Review
Convergence Investment Partners reduced its JPMorgan Chase (JPM) stake by 44% in Q2 2026, selling an estimated $2.03M and leaving 8,406 shares worth $2.75M. The position accounts for 0.26% of the portfolio, ranked #133.
Convergence Investment Partners first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.2M in Q4 2015. 3,217 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Convergence Investment Partners held 8,406 shares of JPMorgan Chase worth $2.75M as of Q2 2026.
- Convergence Investment Partners sold 6,551 JPMorgan Chase shares in Q2 2026, an estimated $2.03M.
- JPMorgan Chase made up 0.26% of Convergence Investment Partners's portfolio in Q2 2026, its #133 holding.
- Convergence Investment Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Convergence Investment Partners's JPMorgan Chase position peaked at $18.2M in Q4 2015.
- 3,217 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.