Renaissance Investment Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $223K | Sell |
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|
2025
Q2 | $208K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $218K | Hold |
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|
2024
Q2 | $215K | Sell |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $230K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $293K | Sell |
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|
2019
Q1 | $282K | Buy |
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|
2018
Q4 | $258K | Sell |
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|
2018
Q3 | $385K | Buy |
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|
2018
Q2 | $354K | Hold |
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|
2018
Q1 | $373K | Sell |
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|
2017
Q4 | $513K | Sell |
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|
2017
Q3 | $469K | Hold |
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|
2017
Q2 | $449K | Hold |
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|
2017
Q1 | $432K | Sell |
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|
2016
Q4 | $425K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $200K | Buy |
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