JWM
TSM icon

JGP Wealth Management’s TSMC TSM Stock Holding History

JGP Wealth Management’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Buy
4,077
+499
+14% +$202K 0.17% 74
2026
Q1 		$1.21M Sell
3,578
-122
-3% -$42K 0.13% 91
2025
Q4 		$1.12M Buy
3,700
+479
+15% +$141K 0.12% 103
2025
Q3 		$928K Buy
3,221
+260
+9% +$63.6K 0.1% 111
2025
Q2 		$671K Buy
2,961
+86
+3% +$15.9K 0.08% 120
2025
Q1 		$477K Sell
2,875
-208
-7% -$40.4K 0.06% 125
2024
Q4 		$609K Buy
3,083
+694
+29% +$134K 0.08% 119
2024
Q3 		$415K Buy
2,389
+397
+20% +$67.7K 0.05% 135
2024
Q2 		$346K Buy
1,992
+109
+6% +$16.5K 0.05% 138
2024
Q1 		$256K Buy
+1,883
New +$234K 0.04% 153

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

JGP Wealth Management's TSM Position: Q2 2026 in Review

JGP Wealth Management increased its TSMC (TSM) stake by 14% in Q2 2026, buying an estimated $202K and bringing the position to 4,077 shares worth $1.95M. The position accounts for 0.17% of the portfolio, ranked #74.

JGP Wealth Management first reported a position in TSM in Q1 2024 and has held it in 10 quarters since. 1,179 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • JGP Wealth Management held 4,077 shares of TSMC worth $1.95M as of Q2 2026.
  • JGP Wealth Management bought 499 TSMC shares in Q2 2026, an estimated $202K.
  • TSMC made up 0.17% of JGP Wealth Management's portfolio in Q2 2026, its #74 holding.
  • JGP Wealth Management first reported a position in TSMC in Q1 2024 and has held it in 10 quarters since.
  • 1,179 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.