JP Morgan Chase’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $204M | Buy |
15,105,132
+6,475,633
| +75% | +$118M | 0.01% | 691 |
|
|
2025
Q4 | $167M | Buy |
8,629,499
+419,714
| +5% | +$7.5M | 0.01% | 731 |
|
|
2025
Q3 | $159M | Sell |
8,209,785
-358,316
| -4% | -$6.25M | 0.01% | 787 |
|
|
2025
Q2 | $121M | Sell |
8,568,101
-2,211,524
| -21% | -$28.7M | 0.01% | 853 |
|
|
2025
Q1 | $130M | Buy |
10,779,625
+2,617,646
| +32% | +$33.8M | 0.01% | 819 |
|
|
2024
Q4 | $91.9M | Buy |
8,161,979
+174,978
| +2% | +$2.6M | 0.01% | 983 |
|
|
2024
Q3 | $153M | Sell |
7,987,001
-172,286
| -2% | -$3.02M | 0.01% | 784 |
|
|
2024
Q2 | $112M | Sell |
8,159,287
-241,474
| -3% | -$3.26M | 0.01% | 863 |
|
|
2024
Q1 | $122M | Buy |
8,400,761
+1,380,592
| +20% | +$17.1M | 0.01% | 854 |
|
|
2023
Q4 | $102M | Buy |
7,020,169
+6,448,568
| +1,128% | +$61.8M | 0.01% | 874 |
|
|
2023
Q3 | $4.68M | Buy |
571,601
+442,419
| +342% | +$4.47M | ﹤0.01% | 2891 |
|
|
2023
Q2 | $1.16M | Buy |
129,182
+16,941
| +15% | +$147K | ﹤0.01% | 3941 |
|
|
2023
Q1 | $1.02M | Buy |
112,241
+8,161
| +8% | +$70.4K | ﹤0.01% | 4031 |
|
|
2022
Q4 | $728K | Sell |
104,080
-41,849
| -29% | -$306K | ﹤0.01% | 4268 |
|
|
2022
Q3 | $922K | Buy |
145,929
+46,923
| +47% | +$408K | ﹤0.01% | 4062 |
|
|
2022
Q2 | $728K | Buy |
99,006
+6,822
| +7% | +$58.9K | ﹤0.01% | 4315 |
|
|
2022
Q1 | $1.02M | Buy |
92,184
+7,048
| +8% | +$87.2K | ﹤0.01% | 4244 |
|
|
2021
Q4 | $1.19M | Buy |
85,136
+52,947
| +164% | +$843K | ﹤0.01% | 4250 |
|
|
2021
Q3 | $516K | Sell |
32,189
-12,246
| -28% | -$214K | ﹤0.01% | 4702 |
|
|
2021
Q2 | $860K | Sell |
44,435
-191
| -0.4% | -$3.87K | ﹤0.01% | 4393 |
|
|
2021
Q1 | $1.03M | Sell |
44,626
-342,430
| -88% | -$7.66M | ﹤0.01% | 4205 |
|
|
2020
Q4 | $7.83M | Sell |
387,056
-4,965,835
| -93% | -$105M | ﹤0.01% | 2407 |
|
|
2020
Q3 | $107M | Buy |
+5,352,891
| New | +$125M | 0.02% | 670 |
|
Other funds holding RKT
VCM
VPM
VH
SPC
CLG