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Taika Capital’s JPMorgan Chase JPM Stock Holding History

Taika Capital’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
2025
Q1 		– Sell
-3,903
Closed -$936K – 36
2024
Q4 		$936K Buy
+3,903
New +$909K 0.71% 32
2023
Q4 		– Sell
-10,320
Closed -$1.5M – 50
2023
Q3 		$1.5M Sell
10,320
-80
-0.8% -$12K 0.71% 41
2023
Q2 		$1.51M Sell
10,400
-1,400
-12% -$193K 0.8% 37
2023
Q1 		$1.54M Buy
+11,800
New +$1.62M 0.73% 39

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Taika Capital's JPM Position: Q1 2025 in Review

Taika Capital sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 3,903 shares — an estimated $936K sold.

Taika Capital first reported a position in JPM in Q1 2023 and held it in 4 quarters. The position peaked at $1.54M in Q1 2023. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Taika Capital reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Taika Capital sold 3,903 JPMorgan Chase shares in Q1 2025, an estimated $936K.
  • Taika Capital first reported a position in JPMorgan Chase in Q1 2023 and held it in 4 quarters.
  • Taika Capital's JPMorgan Chase position peaked at $1.54M in Q1 2023.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Taika Capital's 13F filing for Q1 2025.