Taal Capital Management’s JPMorgan Chase JPM Stock Holding History

Taal Capital 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
2021 Q2	$7M	Hold	45,000	–	–	5.73%	8
2021 Q1	$6.85M	Sell	45,000 -5,000	-10%	-$719K	5.62%	5
2020 Q4	$6.35M	Sell	50,000 -5,000	-9%	-$559K	5.22%	7
2020 Q3	$5.29M	Buy	55,000 +5,000	+10%	+$491K	5.19%	5
2020 Q2	$4.7M	Hold	50,000	–	–	5.09%	10
2020 Q1	$4.5M	Buy	+50,000	New	+$6.07M	5.8%	5

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Taal Capital Management's JPM Position: Q2 2021 in Review

Taal Capital Management held its JPMorgan Chase (JPM) position steady in Q2 2021 at 45,000 shares worth $7M. The position accounts for 5.73% of the portfolio, ranked #8.

Taal Capital Management first reported a position in JPM in Q1 2020 and has held it in 6 quarters since. 3,238 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

Taal Capital Management held 45,000 shares of JPMorgan Chase worth $7M as of Q2 2021.
Taal Capital Management left its JPMorgan Chase share count unchanged in Q2 2021.
JPMorgan Chase made up 5.73% of Taal Capital Management's portfolio in Q2 2021, its #8 holding.
Taal Capital Management first reported a position in JPMorgan Chase in Q1 2020 and has held it in 6 quarters since.
3,238 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Taal Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.