RIG
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Renaissance Investment Group’s JPMorgan Chase JPM Stock Holding History

Renaissance Investment 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
Q2 		$516K Buy
1,576
+585
+59% +$182K 0.1% 61
2026
Q1 		$292K Buy
991
+285
+40% +$86.5K 0.06% 70
2025
Q4 		$227K Hold
706
– – 0.05% 73
2025
Q3 		$223K Sell
706
-10
-1% -$2.97K 0.05% 77
2025
Q2 		$208K Buy
+716
New +$183K 0.05% 77
2024
Q4 		– Sell
-1,035
Closed -$218K – 84
2024
Q3 		$218K Hold
1,035
– – 0.05% 82
2024
Q2 		$215K Sell
1,035
-50
-5% -$9.78K 0.05% 80
2024
Q1 		$217K Sell
1,085
-270
-20% -$48.7K 0.05% 83
2023
Q4 		$230K Buy
+1,355
New +$205K 0.06% 78
2019
Q3 		– Sell
-2,629
Closed -$293K – 86
2019
Q2 		$293K Sell
2,629
-154
-6% -$17K 0.11% 73
2019
Q1 		$282K Buy
2,783
+138
+5% +$14.2K 0.12% 71
2018
Q4 		$258K Sell
2,645
-769
-23% -$81.9K 0.12% 64
2018
Q3 		$385K Buy
3,414
+19
+0.6% +$2.16K 0.15% 64
2018
Q2 		$354K Hold
3,395
– – 0.14% 65
2018
Q1 		$373K Sell
3,395
-1,404
-29% -$159K 0.15% 65
2017
Q4 		$513K Sell
4,799
-115
-2% -$11.6K 0.2% 57
2017
Q3 		$469K Hold
4,914
– – 0.2% 60
2017
Q2 		$449K Hold
4,914
– – 0.2% 59
2017
Q1 		$432K Sell
4,914
-10
-0.2% -$882 0.19% 63
2016
Q4 		$425K Buy
+4,924
New +$375K 0.2% 63
2016
Q1 		– Sell
-3,029
Closed -$200K – 79
2015
Q4 		$200K Buy
+3,029
New +$197K 0.1% 78

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Renaissance Investment Group's JPM Position: Q2 2026 in Review

Renaissance Investment Group increased its JPMorgan Chase (JPM) stake by 59% in Q2 2026, buying an estimated $182K and bringing the position to 1,576 shares worth $516K. The position accounts for 0.1% of the portfolio, ranked #61.

Renaissance Investment Group first reported a position in JPM in Q4 2015 and has held it in 21 quarters since. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Renaissance Investment Group held 1,576 shares of JPMorgan Chase worth $516K as of Q2 2026.
  • Renaissance Investment Group bought 585 JPMorgan Chase shares in Q2 2026, an estimated $182K.
  • JPMorgan Chase made up 0.1% of Renaissance Investment Group's portfolio in Q2 2026, its #61 holding.
  • Renaissance Investment Group first reported a position in JPMorgan Chase in Q4 2015 and has held it in 21 quarters since.
  • 1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Renaissance Investment Group's 13F filing for Q2 2026, filed 8 Jul 2026.