Renaissance Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
3,740
-761
| -17% | -$221K | 0.04% | 160 |
|
|
2025
Q1 | $1.1M | Sell |
4,501
-349
| -7% | -$85.6K | 0.05% | 162 |
|
|
2024
Q4 | $1.16M | Sell |
4,850
-211
| -4% | -$50.6K | 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% | -$3.64K | 0.04% | 205 |
|
|
2024
Q1 | $1.06M | Sell |
5,295
-119
| -2% | -$23.8K | 0.04% | 201 |
|
|
2023
Q4 | $922K | Sell |
5,414
-1,135
| -17% | -$193K | 0.04% | 201 |
|
|
2023
Q3 | $950K | Sell |
6,549
-69
| -1% | -$10K | 0.04% | 206 |
|
|
2023
Q2 | $963K | Sell |
6,618
-216
| -3% | -$31.4K | 0.04% | 206 |
|
|
2023
Q1 | $891K | Sell |
6,834
-764
| -10% | -$99.6K | 0.04% | 210 |
|
|
2022
Q4 | $1.02M | Sell |
7,598
-148
| -2% | -$19.8K | 0.05% | 203 |
|
|
2022
Q3 | $809K | Sell |
7,746
-197
| -2% | -$20.6K | 0.04% | 209 |
|
|
2022
Q2 | $894K | Buy |
7,943
+139
| +2% | +$15.6K | 0.05% | 203 |
|
|
2022
Q1 | $1.06M | Buy |
7,804
+144
| +2% | +$19.6K | 0.05% | 187 |
|
|
2021
Q4 | $1.21M | Buy |
7,660
+141
| +2% | +$22.3K | 0.05% | 157 |
|
|
2021
Q3 | $1.23M | Sell |
7,519
-223
| -3% | -$36.5K | 0.05% | 140 |
|
|
2021
Q2 | $1.2M | Sell |
7,742
-694
| -8% | -$108K | 0.05% | 144 |
|
|
2021
Q1 | $1.28M | Buy |
8,436
+375
| +5% | +$57.1K | 0.05% | 132 |
|
|
2020
Q4 | $1.02M | Buy |
8,061
+555
| +7% | +$70.5K | 0.04% | 143 |
|
|
2020
Q3 | $723K | Sell |
7,506
-919
| -11% | -$88.5K | 0.03% | 164 |
|
|
2020
Q2 | $792K | Buy |
8,425
+907
| +12% | +$85.3K | 0.04% | 140 |
|
|
2020
Q1 | $677K | Sell |
7,518
-2,289
| -23% | -$206K | 0.04% | 138 |
|
|
2019
Q4 | $1.37M | Buy |
9,807
+138
| +1% | +$19.2K | 0.06% | 113 |
|
|
2019
Q3 | $1.14M | Sell |
9,669
-612
| -6% | -$72K | 0.05% | 116 |
|
|
2019
Q2 | $1.15M | Sell |
10,281
-2,227
| -18% | -$249K | 0.05% | 114 |
|
|
2019
Q1 | $1.27M | Buy |
12,508
+121
| +1% | +$12.2K | 0.05% | 117 |
|
|
2018
Q4 | $1.21M | Sell |
12,387
-12,159
| -50% | -$1.19M | 0.06% | 118 |
|
|
2018
Q3 | $2.77M | Sell |
24,546
-1,098
| -4% | -$124K | 0.1% | 113 |
|
|
2018
Q2 | $2.67M | Sell |
25,644
-748
| -3% | -$77.9K | 0.09% | 115 |
|
|
2018
Q1 | $2.9M | Sell |
26,392
-1,730
| -6% | -$190K | 0.1% | 113 |
|
|
2017
Q4 | $3.01M | Sell |
28,122
-466
| -2% | -$49.8K | 0.1% | 112 |
|
|
2017
Q3 | $2.73M | Sell |
28,588
-3,095
| -10% | -$296K | 0.09% | 112 |
|
|
2017
Q2 | $2.9M | Sell |
31,683
-178
| -0.6% | -$16.3K | 0.11% | 112 |
|
|
2017
Q1 | $2.8M | Sell |
31,861
-271
| -0.8% | -$23.8K | 0.11% | 114 |
|
|
2016
Q4 | $2.77M | Sell |
32,132
-2,320
| -7% | -$200K | 0.11% | 112 |
|
|
2016
Q3 | $2.29M | Sell |
34,452
-136
| -0.4% | -$9.06K | 0.09% | 113 |
|
|
2016
Q2 | $2.15M | Buy |
+34,588
| New | +$2.15M | 0.09% | 121 |
|
|
2016
Q1 | – | Sell |
-3,181
| Closed | -$210K | – | 285 |
|
|
2015
Q4 | $210K | Buy |
+3,181
| New | +$210K | 0.01% | 270 |
|
|
2015
Q3 | – | Sell |
-3,177
| Closed | -$215K | – | 283 |
|
|
2015
Q2 | $215K | Buy |
+3,177
| New | +$215K | 0.01% | 257 |
|
|
2014
Q2 | – | Sell |
-39,751
| Closed | -$2.41M | – | 276 |
|
|
2014
Q1 | $2.41M | Sell |
39,751
-584
| -1% | -$35.5K | 0.1% | 122 |
|
|
2013
Q4 | $2.36M | Sell |
40,335
-492
| -1% | -$28.8K | 0.1% | 127 |
|
|
2013
Q3 | $2.11M | Buy |
+40,827
| New | +$2.11M | 0.09% | 124 |
|