JP Morgan Chase’s The RMR Group RMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $111K | Sell |
7,217
-39,221
| -84% | -$637K | ﹤0.01% | 5774 |
|
|
2025
Q4 | $692K | Buy |
46,438
+5,924
| +15% | +$90.2K | ﹤0.01% | 4836 |
|
|
2025
Q3 | $637K | Buy |
40,514
+10,278
| +34% | +$172K | ﹤0.01% | 4885 |
|
|
2025
Q2 | $494K | Sell |
30,236
-27,837
| -48% | -$426K | ﹤0.01% | 4792 |
|
|
2025
Q1 | $967K | Sell |
58,073
-72,889
| -56% | -$1.34M | ﹤0.01% | 4373 |
|
|
2024
Q4 | $2.7M | Buy |
130,962
+17,980
| +16% | +$416K | ﹤0.01% | 3920 |
|
|
2024
Q3 | $2.87M | Buy |
112,982
+30,258
| +37% | +$747K | ﹤0.01% | 3681 |
|
|
2024
Q2 | $1.87M | Buy |
82,724
+1,971
| +2% | +$46.1K | ﹤0.01% | 3853 |
|
|
2024
Q1 | $1.94M | Buy |
80,753
+45,642
| +130% | +$1.14M | ﹤0.01% | 3870 |
|
|
2023
Q4 | $991K | Buy |
35,111
+20,675
| +143% | +$505K | ﹤0.01% | 4332 |
|
|
2023
Q3 | $354K | Sell |
14,436
-19,736
| -58% | -$476K | ﹤0.01% | 4693 |
|
|
2023
Q2 | $792K | Sell |
34,172
-4,996
| -13% | -$117K | ﹤0.01% | 4223 |
|
|
2023
Q1 | $1.03M | Buy |
39,168
+1,479
| +4% | +$41.4K | ﹤0.01% | 4022 |
|
|
2022
Q4 | $1.06M | Buy |
37,689
+8,368
| +29% | +$228K | ﹤0.01% | 3995 |
|
|
2022
Q3 | $695K | Buy |
29,321
+4,103
| +16% | +$112K | ﹤0.01% | 4257 |
|
|
2022
Q2 | $714K | Sell |
25,218
-4,510
| -15% | -$130K | ﹤0.01% | 4332 |
|
|
2022
Q1 | $925K | Sell |
29,728
-14,411
| -33% | -$450K | ﹤0.01% | 4332 |
|
|
2021
Q4 | $1.53M | Buy |
44,139
+24,408
| +124% | +$845K | ﹤0.01% | 4050 |
|
|
2021
Q3 | $659K | Sell |
19,731
-25,272
| -56% | -$962K | ﹤0.01% | 4569 |
|
|
2021
Q2 | $1.74M | Buy |
45,003
+473
| +1% | +$18.8K | ﹤0.01% | 3894 |
|
|
2021
Q1 | $1.82M | Buy |
44,530
+1,772
| +4% | +$69.9K | ﹤0.01% | 3790 |
|
|
2020
Q4 | $1.65M | Buy |
42,758
+3,441
| +9% | +$113K | ﹤0.01% | 3615 |
|
|
2020
Q3 | $1.1M | Sell |
39,317
-724
| -2% | -$21K | ﹤0.01% | 3597 |
|
|
2020
Q2 | $1.18M | Sell |
40,041
-11,834
| -23% | -$343K | ﹤0.01% | 3416 |
|
|
2020
Q1 | $1.4M | Buy |
51,875
+46,820
| +926% | +$1.81M | ﹤0.01% | 3204 |
|
|
2019
Q4 | $231K | Buy |
5,055
+79
| +2% | +$3.67K | ﹤0.01% | 4601 |
|
|
2019
Q3 | $226K | Sell |
4,976
-24,938
| -83% | -$1.17M | ﹤0.01% | 4580 |
|
|
2019
Q2 | $1.31M | Buy |
29,914
+1,276
| +4% | +$68.7K | ﹤0.01% | 3676 |
|
|
2019
Q1 | $1.75M | Buy |
28,638
+26,820
| +1,475% | +$1.77M | ﹤0.01% | 3422 |
|
|
2018
Q4 | $97K | Buy |
1,818
+165
| +10% | +$11.7K | ﹤0.01% | 4866 |
|
|
2018
Q3 | $153K | Buy |
1,653
+200
| +14% | +$17.6K | ﹤0.01% | 4783 |
|
|
2018
Q2 | $114K | Sell |
1,453
-4,358
| -75% | -$336K | ﹤0.01% | 4791 |
|
|
2018
Q1 | $406K | Buy |
5,811
+954
| +20% | +$61.4K | ﹤0.01% | 4101 |
|
|
2017
Q4 | $288K | Buy |
4,857
+1,528
| +46% | +$85.9K | ﹤0.01% | 4286 |
|
|
2017
Q3 | $171K | Sell |
3,329
-257
| -7% | -$12.7K | ﹤0.01% | 4147 |
|
|
2017
Q2 | $174K | Sell |
3,586
-4,803
| -57% | -$242K | ﹤0.01% | 4027 |
|
|
2017
Q1 | $415K | Sell |
8,389
-6,092
| -42% | -$290K | ﹤0.01% | 3792 |
|
|
2016
Q4 | $572K | Buy |
14,481
+14,160
| +4,411% | +$549K | ﹤0.01% | 3697 |
|
|
2016
Q3 | $12K | Sell |
321
-262
| -45% | -$9.55K | ﹤0.01% | 4275 |
|
|
2016
Q2 | $18K | Sell |
583
-127
| -18% | -$3.51K | ﹤0.01% | 4246 |
|
|
2016
Q1 | $18K | Sell |
710
-4,327
| -86% | -$93.6K | ﹤0.01% | 4111 |
|
|
2015
Q4 | $73K | Buy |
+5,037
| New | +$70.9K | ﹤0.01% | 3840 |
|
Other funds holding RMR
NCM
VPM
FFL
VCM
