Aureus Asset Management’s JPMorgan Chase JPM Stock Holding History

Aureus Asset Management’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 Q1	$5.97M	Buy	20,282 +2,685	+15%	+$815K	0.4%	41
2025 Q4	$5.67M	Buy	17,597 +54	+0.3%	+$16.7K	0.36%	46
2025 Q3	$5.53M	Sell	17,543 -897	-5%	-$267K	0.36%	45
2025 Q2	$5.35M	Sell	18,440 -72	-0.4%	-$18.4K	0.34%	49
2025 Q1	$4.54M	Sell	18,512 -143	-0.8%	-$36.5K	0.32%	55
2024 Q4	$4.47M	Buy	18,655 +1,350	+8%	+$314K	0.29%	53
2024 Q3	$3.65M	Buy	17,305 +89	+0.5%	+$18.7K	0.24%	61
2024 Q2	$3.48M	Sell	17,216 -1,560	-8%	-$305K	0.24%	61
2024 Q1	$3.76M	Sell	18,776 -501	-3%	-$90.4K	0.26%	61
2023 Q4	$3.28M	Buy	19,277 +922	+5%	+$140K	0.24%	60
2023 Q3	$2.66M	Buy	18,355 +1,009	+6%	+$151K	0.21%	62
2023 Q2	$2.52M	Sell	17,346 -17,449	-50%	-$2.4M	0.19%	67
2023 Q1	$4.53M	Buy	34,795 +798	+2%	+$109K	0.36%	50
2022 Q4	$4.56M	Sell	33,997 -1,167	-3%	-$148K	0.39%	45
2022 Q3	$3.67M	Buy	35,164 +6,746	+24%	+$774K	0.32%	50
2022 Q2	$3.2M	Sell	28,418 -3,058	-10%	-$379K	0.26%	53
2022 Q1	$4.29M	Sell	31,476 -214	-0.7%	-$31.6K	0.29%	45
2021 Q4	$5.02M	Buy	31,690 +614	+2%	+$101K	0.31%	43
2021 Q3	$5.09M	Sell	31,076 -2,160	-6%	-$339K	0.33%	42
2021 Q2	$5.17M	Buy	33,236 +4,581	+16%	+$719K	0.33%	45
2021 Q1	$4.36M	Buy	28,655 +1,128	+4%	+$162K	0.34%	43
2020 Q4	$3.5M	Buy	27,527 +848	+3%	+$94.8K	0.29%	43
2020 Q3	$2.57M	Sell	26,679 -31	-0.1%	-$3.04K	0.24%	46
2020 Q2	$2.51M	Buy	26,710 +1,319	+5%	+$125K	0.27%	44
2020 Q1	$2.29M	Sell	25,391 -454	-2%	-$55.2K	0.32%	44
2019 Q4	$3.6M	Sell	25,845 -449	-2%	-$57.6K	0.4%	41
2019 Q3	$3.1M	Sell	26,294 -640	-2%	-$72.4K	0.39%	42
2019 Q2	$3.01M	Sell	26,934 -5,257	-16%	-$580K	0.37%	45
2019 Q1	$3.26M	Buy	32,191 +35	+0.1%	+$3.61K	0.43%	41
2018 Q4	$3.14M	Buy	32,156 +264	+0.8%	+$28.1K	0.49%	42
2018 Q3	$3.6M	Sell	31,892 -820	-3%	-$93.1K	0.46%	42
2018 Q2	$3.41M	Buy	32,712 +2,461	+8%	+$270K	0.47%	42
2018 Q1	$3.33M	Buy	30,251 +101	+0.3%	+$11.4K	0.5%	43
2017 Q4	$3.22M	Buy	30,150 +1,397	+5%	+$141K	0.5%	42
2017 Q3	$2.75M	Buy	28,753 +6,840	+31%	+$631K	0.43%	44
2017 Q2	$2M	Sell	21,913 -1,995	-8%	-$172K	0.34%	48
2017 Q1	$2.08M	Buy	23,908 +2,344	+11%	+$207K	0.36%	48
2016 Q4	$1.86M	Sell	21,564 -1,890	-8%	-$144K	0.36%	46
2016 Q3	$1.56M	Buy	23,454 +1,359	+6%	+$88.6K	0.31%	51
2016 Q2	$1.37M	Buy	22,095 +5,215	+31%	+$326K	0.3%	53
2016 Q1	$1M	Sell	16,880 -6,117	-27%	-$357K	0.22%	55
2015 Q4	$1.52M	Buy	22,997 +317	+1%	+$20.6K	0.34%	48
2015 Q3	$1.38M	Buy	22,680 +259	+1%	+$17K	0.34%	48
2015 Q2	$1.52M	Buy	22,421 +1,531	+7%	+$100K	0.32%	55
2015 Q1	$1.27M	Sell	20,890 -993	-5%	-$58.8K	0.29%	60
2014 Q4	$1.37M	Buy	21,883 +88	+0.4%	+$5.3K	0.33%	54
2014 Q3	$1.31M	Sell	21,795 -7,250	-25%	-$424K	0.33%	51
2014 Q2	$1.67M	Sell	29,045 -4,290	-13%	-$241K	0.42%	50
2014 Q1	$2.02M	Buy	33,335 +2,615	+9%	+$151K	0.52%	50
2013 Q4	$1.8M	Sell	30,720 -5,270	-15%	-$289K	0.49%	51
2013 Q3	$1.86M	Sell	35,990 -10,772	-23%	-$578K	0.64%	49
2013 Q2	$2.47M	Buy	+46,762	New	+$2.38M	0.88%	47

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aureus Asset Management's JPM Position: Q1 2026 in Review

Aureus Asset Management increased its JPMorgan Chase (JPM) stake by 15% in Q1 2026, buying an estimated $815K and bringing the position to 20,282 shares worth $5.97M. The position accounts for 0.4% of the portfolio, ranked #41.

Aureus Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Aureus Asset Management held 20,282 shares of JPMorgan Chase worth $5.97M as of Q1 2026.
Aureus Asset Management bought 2,685 JPMorgan Chase shares in Q1 2026, an estimated $815K.
JPMorgan Chase made up 0.4% of Aureus Asset Management's portfolio in Q1 2026, its #41 holding.
Aureus Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.