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Renaissance Investment Consultants Holding Company’s JPMorgan Chase JPM Stock Holding History

Renaissance Investment Consultants Holding Company’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
2020
Q3 		$535K Buy
5,131
+58
+1% +$5.7K 0.5% 38
2020
Q2 		$494K Sell
5,073
-53
-1% -$5.03K 0.54% 37
2020
Q1 		$461K Buy
5,126
+256
+5% +$31.1K 0.64% 36
2019
Q4 		$675K Buy
+4,870
New +$625K 0.76% 28

Other funds holding JPM

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Investment Consultants Holding Company's JPM Position: Q3 2020 in Review

Renaissance Investment Consultants Holding Company increased its JPMorgan Chase (JPM) stake by 1.1% in Q3 2020, buying an estimated $5.7K and bringing the position to 5,131 shares worth $535K. The position accounts for 0.5% of the portfolio, ranked #38.

Renaissance Investment Consultants Holding Company first reported a position in JPM in Q4 2019 and has held it in 4 quarters since. The position peaked at $675K in Q4 2019. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Renaissance Investment Consultants Holding Company held 5,131 shares of JPMorgan Chase worth $535K as of Q3 2020.
  • Renaissance Investment Consultants Holding Company bought 58 JPMorgan Chase shares in Q3 2020, an estimated $5.7K.
  • JPMorgan Chase made up 0.5% of Renaissance Investment Consultants Holding Company's portfolio in Q3 2020, its #38 holding.
  • Renaissance Investment Consultants Holding Company first reported a position in JPMorgan Chase in Q4 2019 and has held it in 4 quarters since.
  • Renaissance Investment Consultants Holding Company's JPMorgan Chase position peaked at $675K in Q4 2019.
  • 2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Renaissance Investment Consultants Holding Company's 13F filing for Q3 2020, filed 6 Nov 2020.