Renaissance Group’s JPMorgan Chase JPM Stock Holding History

Renaissance Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$856K	Sell	2,911 -280	-9%	-$85K	0.04%	166
2025 Q4	$1.03M	Buy	3,191 +16	+0.5%	+$4.95K	0.04%	154
2025 Q3	$1M	Sell	3,175 -565	-15%	-$168K	0.04%	157
2025 Q2	$1.08M	Sell	3,740 -761	-17%	-$194K	0.04%	160
2025 Q1	$1.1M	Sell	4,501 -349	-7%	-$89K	0.05%	162
2024 Q4	$1.16M	Sell	4,850 -211	-4%	-$49.1K	0.05%	170
2024 Q3	$1.07M	Sell	5,061 -216	-4%	-$45.5K	0.04%	168
2024 Q2	$1.07M	Sell	5,277 -18	-0.3%	-$3.52K	0.04%	205
2024 Q1	$1.06M	Sell	5,295 -119	-2%	-$21.5K	0.04%	201
2023 Q4	$922K	Sell	5,414 -1,135	-17%	-$172K	0.04%	201
2023 Q3	$950K	Sell	6,549 -69	-1%	-$10.3K	0.04%	206
2023 Q2	$963K	Sell	6,618 -216	-3%	-$29.7K	0.04%	206
2023 Q1	$891K	Sell	6,834 -764	-10%	-$105K	0.04%	210
2022 Q4	$1.02M	Sell	7,598 -148	-2%	-$18.8K	0.05%	203
2022 Q3	$809K	Sell	7,746 -197	-2%	-$22.6K	0.04%	209
2022 Q2	$894K	Buy	7,943 +139	+2%	+$17.2K	0.05%	203
2022 Q1	$1.06M	Buy	7,804 +144	+2%	+$21.3K	0.05%	187
2021 Q4	$1.21M	Buy	7,660 +141	+2%	+$23.2K	0.05%	157
2021 Q3	$1.23M	Sell	7,519 -223	-3%	-$35K	0.05%	140
2021 Q2	$1.2M	Sell	7,742 -694	-8%	-$109K	0.05%	144
2021 Q1	$1.28M	Buy	8,436 +375	+5%	+$54K	0.05%	132
2020 Q4	$1.02M	Buy	8,061 +555	+7%	+$62K	0.04%	143
2020 Q3	$723K	Sell	7,506 -919	-11%	-$90.2K	0.03%	164
2020 Q2	$792K	Buy	8,425 +907	+12%	+$86.1K	0.04%	140
2020 Q1	$677K	Sell	7,518 -2,289	-23%	-$278K	0.04%	138
2019 Q4	$1.37M	Buy	9,807 +138	+1%	+$17.7K	0.06%	113
2019 Q3	$1.14M	Sell	9,669 -612	-6%	-$69.2K	0.05%	116
2019 Q2	$1.15M	Sell	10,281 -2,227	-18%	-$246K	0.05%	114
2019 Q1	$1.27M	Buy	12,508 +121	+1%	+$12.5K	0.05%	117
2018 Q4	$1.21M	Sell	12,387 -12,159	-50%	-$1.3M	0.06%	118
2018 Q3	$2.77M	Sell	24,546 -1,098	-4%	-$125K	0.1%	113
2018 Q2	$2.67M	Sell	25,644 -748	-3%	-$82.1K	0.09%	115
2018 Q1	$2.9M	Sell	26,392 -1,730	-6%	-$196K	0.1%	113
2017 Q4	$3.01M	Sell	28,122 -466	-2%	-$47.2K	0.1%	112
2017 Q3	$2.73M	Sell	28,588 -3,095	-10%	-$285K	0.09%	112
2017 Q2	$2.9M	Sell	31,683 -178	-0.6%	-$15.4K	0.11%	112
2017 Q1	$2.8M	Sell	31,861 -271	-0.8%	-$23.9K	0.11%	114
2016 Q4	$2.77M	Sell	32,132 -2,320	-7%	-$177K	0.11%	112
2016 Q3	$2.29M	Sell	34,452 -136	-0.4%	-$8.87K	0.09%	113
2016 Q2	$2.15M	Buy	+34,588	New	+$2.16M	0.09%	121
2016 Q1	–	Sell	-3,181	Closed	-$210K	–	285
2015 Q4	$210K	Buy	+3,181	New	+$207K	0.01%	270
2015 Q3	–	Sell	-3,177	Closed	-$215K	–	283
2015 Q2	$215K	Buy	+3,177	New	+$207K	0.01%	257
2014 Q2	–	Sell	-39,751	Closed	-$2.41M	–	276
2014 Q1	$2.41M	Sell	39,751 -584	-1%	-$33.8K	0.1%	122
2013 Q4	$2.36M	Sell	40,335 -492	-1%	-$27K	0.1%	127
2013 Q3	$2.11M	Buy	+40,827	New	+$2.19M	0.09%	124

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Group's JPM Position: Q1 2026 in Review

Renaissance Group reduced its JPMorgan Chase (JPM) stake by 8.8% in Q1 2026, selling an estimated $85K and leaving 2,911 shares worth $856K. The position accounts for 0.04% of the portfolio, ranked #166.

Renaissance Group first reported a position in JPM in Q3 2013 and has held it in 45 quarters since. The position peaked at $3.01M in Q4 2017. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Renaissance Group held 2,911 shares of JPMorgan Chase worth $856K as of Q1 2026.
Renaissance Group sold 280 JPMorgan Chase shares in Q1 2026, an estimated $85K.
JPMorgan Chase made up 0.04% of Renaissance Group's portfolio in Q1 2026, its #166 holding.
Renaissance Group first reported a position in JPMorgan Chase in Q3 2013 and has held it in 45 quarters since.
Renaissance Group's JPMorgan Chase position peaked at $3.01M in Q4 2017.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Renaissance Group's 13F filing for Q1 2026, filed 13 May 2026.