JP Morgan Chase
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JP Morgan Chase’s Renaissance IPO ETF IPO Stock Holding History

JP Morgan Chase’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,554
Closed -$424K – 7587
2025
Q3 		$424K Buy
+8,554
New +$415K ﹤0.01% 5126
2025
Q2 		– Sell
-201
Closed -$7.55K – 7372
2025
Q1 		$7.55K Buy
201
+151
+302% +$6.53K ﹤0.01% 6361
2024
Q4 		$2.18K Buy
+50
New +$2.25K ﹤0.01% 6629
2023
Q2 		– Sell
-15
Closed -$439 – 7116
2023
Q1 		$439 Sell
15
-232
-94% -$6.44K ﹤0.01% 6604
2022
Q4 		$6K Buy
+247
New +$6.66K ﹤0.01% 6125
2022
Q2 		– Sell
-597
Closed -$26K – 6671
2022
Q1 		$26K Buy
+597
New +$27.2K ﹤0.01% 6014

Other funds holding IPO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase's IPO Position: Q4 2025 in Review

JP Morgan Chase sold out of Renaissance IPO ETF (IPO) in Q4 2025, closing a stake of 8,554 shares — an estimated $424K sold.

JP Morgan Chase first reported a position in IPO in Q1 2022 and held it in 6 quarters. The position peaked at $424K in Q3 2025. 50 funds tracked by Wall St. Rank hold IPO as of Q4 2025.

  • JP Morgan Chase reported no remaining Renaissance IPO ETF position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 8,554 Renaissance IPO ETF shares in Q4 2025, an estimated $424K.
  • JP Morgan Chase first reported a position in Renaissance IPO ETF in Q1 2022 and held it in 6 quarters.
  • JP Morgan Chase's Renaissance IPO ETF position peaked at $424K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.