RIG
Renaissance Investment Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+716
| New | +$208K | 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% | -$10.4K | 0.05% | 80 |
|
|
2024
Q1 | $217K | Sell |
1,085
-270
| -20% | -$54.1K | 0.05% | 83 |
|
|
2023
Q4 | $230K | Buy |
+1,355
| New | +$230K | 0.06% | 78 |
|
|
2019
Q3 | – | Sell |
-2,629
| Closed | -$293K | – | 86 |
|
|
2019
Q2 | $293K | Sell |
2,629
-154
| -6% | -$17.2K | 0.11% | 73 |
|
|
2019
Q1 | $282K | Buy |
2,783
+138
| +5% | +$14K | 0.12% | 71 |
|
|
2018
Q4 | $258K | Sell |
2,645
-769
| -23% | -$75K | 0.12% | 64 |
|
|
2018
Q3 | $385K | Buy |
3,414
+19
| +0.6% | +$2.14K | 0.15% | 64 |
|
|
2018
Q2 | $354K | Hold |
3,395
| – | – | 0.14% | 65 |
|
|
2018
Q1 | $373K | Sell |
3,395
-1,404
| -29% | -$154K | 0.15% | 65 |
|
|
2017
Q4 | $513K | Sell |
4,799
-115
| -2% | -$12.3K | 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% | -$879 | 0.19% | 63 |
|
|
2016
Q4 | $425K | Buy |
+4,924
| New | +$425K | 0.2% | 63 |
|
|
2016
Q1 | – | Sell |
-3,029
| Closed | -$200K | – | 79 |
|
|
2015
Q4 | $200K | Buy |
+3,029
| New | +$200K | 0.1% | 78 |
|