Taurus Asset Management’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
Q1 | $49.9M | Sell |
203,431
-2,418
| -1% | -$616K | 5.06% | 3 |
|
|
2024
Q4 | $49.3M | Sell |
205,849
-2,425
| -1% | -$565K | 4.8% | 4 |
|
|
2024
Q3 | $43.9M | Sell |
208,274
-345
| -0.2% | -$72.7K | 4.28% | 4 |
|
|
2024
Q2 | $42.2M | Sell |
208,619
-38,354
| -16% | -$7.5M | 4.27% | 5 |
|
|
2024
Q1 | $49.5M | Sell |
246,973
-6,816
| -3% | -$1.23M | 5.01% | 3 |
|
|
2023
Q4 | $43.2M | Sell |
253,789
-2,357
| -0.9% | -$357K | 4.66% | 3 |
|
|
2023
Q3 | $37.1M | Sell |
256,146
-1,295
| -0.5% | -$194K | 4.51% | 3 |
|
|
2023
Q2 | $37.4M | Sell |
257,441
-1,678
| -0.6% | -$231K | 4.35% | 3 |
|
|
2023
Q1 | $33.8M | Sell |
259,119
-5,056
| -2% | -$693K | 4.13% | 4 |
|
|
2022
Q4 | $35.4M | Sell |
264,175
-4,096
| -2% | -$519K | 4.5% | 5 |
|
|
2022
Q3 | $28M | Buy |
268,271
+18,340
| +7% | +$2.1M | 3.75% | 6 |
|
|
2022
Q2 | $28.1M | Sell |
249,931
-5,194
| -2% | -$644K | 3.47% | 7 |
|
|
2022
Q1 | $34.8M | Buy |
255,125
+471
| +0.2% | +$69.5K | 3.5% | 8 |
|
|
2021
Q4 | $40.3M | Buy |
254,654
+3,553
| +1% | +$583K | 3.8% | 9 |
|
|
2021
Q3 | $41.1M | Buy |
251,101
+533
| +0.2% | +$83.6K | 4.28% | 6 |
|
|
2021
Q2 | $39M | Buy |
250,568
+5,799
| +2% | +$911K | 4.07% | 7 |
|
|
2021
Q1 | $37.3M | Sell |
244,769
-2,093
| -0.8% | -$301K | 4.3% | 5 |
|
|
2020
Q4 | $31.4M | Sell |
246,862
-7,075
| -3% | -$791K | 3.75% | 8 |
|
|
2020
Q3 | $24.4M | Buy |
253,937
+1,700
| +0.7% | +$167K | 3.02% | 9 |
|
|
2020
Q2 | $23.7M | Buy |
252,237
+44,495
| +21% | +$4.22M | 3.29% | 9 |
|
|
2020
Q1 | $18.7M | Buy |
207,742
+1,197
| +0.6% | +$145K | 3.1% | 10 |
|
|
2019
Q4 | $28.8M | Sell |
206,545
-25,300
| -11% | -$3.24M | 3.75% | 5 |
|
|
2019
Q3 | $27.3M | Sell |
231,845
-875
| -0.4% | -$99K | 3.88% | 4 |
|
|
2019
Q2 | $26M | Sell |
232,720
-2,550
| -1% | -$281K | 3.55% | 6 |
|
|
2019
Q1 | $23.8M | Buy |
235,270
+13,025
| +6% | +$1.34M | 3.33% | 8 |
|
|
2018
Q4 | $21.7M | Buy |
222,245
+15,215
| +7% | +$1.62M | 3.47% | 5 |
|
|
2018
Q3 | $23.4M | Sell |
207,030
-750
| -0.4% | -$85.1K | 3.16% | 7 |
|
|
2018
Q2 | $21.7M | Buy |
207,780
+690
| +0.3% | +$75.7K | 3.16% | 6 |
|
|
2018
Q1 | $22.8M | Sell |
207,090
-765
| -0.4% | -$86.6K | 3.43% | 6 |
|
|
2017
Q4 | $22.2M | Sell |
207,855
-475
| -0.2% | -$48.1K | 3.27% | 6 |
|
|
2017
Q3 | $19.9M | Sell |
208,330
-875
| -0.4% | -$80.7K | 3.09% | 6 |
|
|
2017
Q2 | $19.1M | Buy |
209,205
+54,070
| +35% | +$4.67M | 3% | 5 |
|
|
2017
Q1 | $13.6M | Sell |
155,135
-26,585
| -15% | -$2.35M | 2.24% | 16 |
|
|
2016
Q4 | $15.7M | Sell |
181,720
-6,425
| -3% | -$490K | 2.85% | 6 |
|
|
2016
Q3 | $12.5M | Sell |
188,145
-1,420
| -0.7% | -$92.6K | 2.27% | 18 |
|
|
2016
Q2 | $11.8M | Sell |
189,565
-1,825
| -1% | -$114K | 2.07% | 20 |
|
|
2016
Q1 | $11.3M | Buy |
191,390
+43,250
| +29% | +$2.53M | 2.1% | 22 |
|
|
2015
Q4 | $9.78M | Buy |
148,140
+1,273
| +0.9% | +$82.9K | 1.84% | 27 |
|
|
2015
Q3 | $8.95M | Buy |
146,867
+2,170
| +1% | +$142K | 1.73% | 25 |
|
|
2015
Q2 | $9.8M | Sell |
144,697
-645
| -0.4% | -$42.1K | 1.78% | 26 |
|
|
2015
Q1 | $8.8M | Buy |
145,342
+24
| +0% | +$1.42K | 1.64% | 28 |
|
|
2014
Q4 | $9.09M | Sell |
145,318
-850
| -0.6% | -$51.1K | 1.63% | 27 |
|
|
2014
Q3 | $8.8M | Sell |
146,168
-400
| -0.3% | -$23.4K | 1.71% | 27 |
|
|
2014
Q2 | $8.45M | Buy |
146,568
+11,059
| +8% | +$622K | 1.63% | 28 |
|
|
2014
Q1 | $8.23M | Buy |
135,509
+6,364
| +5% | +$368K | 1.7% | 27 |
|
|
2013
Q4 | $7.55M | Buy |
129,145
+1,200
| +0.9% | +$65.7K | 1.55% | 29 |
|
|
2013
Q3 | $6.61M | Sell |
127,945
-4,050
| -3% | -$217K | 1.53% | 32 |
|
|
2013
Q2 | $6.97M | Buy |
+131,995
| New | +$6.71M | 1.65% | 28 |
|
Other funds holding JPM
Taurus Asset Management's JPM Position: Q1 2025 in Review
Taurus Asset Management reduced its JPMorgan Chase (JPM) stake by 1.2% in Q1 2025, selling an estimated $616K and leaving 203,431 shares worth $49.9M. The position accounts for 5.06% of the portfolio, ranked #3.
Taurus Asset Management first reported a position in JPM in Q2 2013 and has held it in 48 quarters since. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.
- Taurus Asset Management held 203,431 shares of JPMorgan Chase worth $49.9M as of Q1 2025.
- Taurus Asset Management sold 2,418 JPMorgan Chase shares in Q1 2025, an estimated $616K.
- JPMorgan Chase made up 5.06% of Taurus Asset Management's portfolio in Q1 2025, its #3 holding.
- Taurus Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 48 quarters since.
- 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.
Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.