TAM
Taurus Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $49.9M | Sell |
203,431
-2,418
| -1% | -$593K | 5.06% | 3 |
|
|
2024
Q4 | $49.3M | Sell |
205,849
-2,425
| -1% | -$581K | 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% | -$7.76M | 4.27% | 5 |
|
|
2024
Q1 | $49.5M | Sell |
246,973
-6,816
| -3% | -$1.37M | 5.01% | 3 |
|
|
2023
Q4 | $43.2M | Sell |
253,789
-2,357
| -0.9% | -$401K | 4.66% | 3 |
|
|
2023
Q3 | $37.1M | Sell |
256,146
-1,295
| -0.5% | -$188K | 4.51% | 3 |
|
|
2023
Q2 | $37.4M | Sell |
257,441
-1,678
| -0.6% | -$244K | 4.35% | 3 |
|
|
2023
Q1 | $33.8M | Sell |
259,119
-5,056
| -2% | -$659K | 4.13% | 4 |
|
|
2022
Q4 | $35.4M | Sell |
264,175
-4,096
| -2% | -$549K | 4.5% | 5 |
|
|
2022
Q3 | $28M | Buy |
268,271
+18,340
| +7% | +$1.92M | 3.75% | 6 |
|
|
2022
Q2 | $28.1M | Sell |
249,931
-5,194
| -2% | -$585K | 3.47% | 7 |
|
|
2022
Q1 | $34.8M | Buy |
255,125
+471
| +0.2% | +$64.2K | 3.5% | 8 |
|
|
2021
Q4 | $40.3M | Buy |
254,654
+3,553
| +1% | +$563K | 3.8% | 9 |
|
|
2021
Q3 | $41.1M | Buy |
251,101
+533
| +0.2% | +$87.2K | 4.28% | 6 |
|
|
2021
Q2 | $39M | Buy |
250,568
+5,799
| +2% | +$902K | 4.07% | 7 |
|
|
2021
Q1 | $37.3M | Sell |
244,769
-2,093
| -0.8% | -$319K | 4.3% | 5 |
|
|
2020
Q4 | $31.4M | Sell |
246,862
-7,075
| -3% | -$899K | 3.75% | 8 |
|
|
2020
Q3 | $24.4M | Buy |
253,937
+1,700
| +0.7% | +$164K | 3.02% | 9 |
|
|
2020
Q2 | $23.7M | Buy |
252,237
+44,495
| +21% | +$4.19M | 3.29% | 9 |
|
|
2020
Q1 | $18.7M | Buy |
207,742
+1,197
| +0.6% | +$108K | 3.1% | 10 |
|
|
2019
Q4 | $28.8M | Sell |
206,545
-25,300
| -11% | -$3.53M | 3.75% | 5 |
|
|
2019
Q3 | $27.3M | Sell |
231,845
-875
| -0.4% | -$103K | 3.88% | 4 |
|
|
2019
Q2 | $26M | Sell |
232,720
-2,550
| -1% | -$285K | 3.55% | 6 |
|
|
2019
Q1 | $23.8M | Buy |
235,270
+13,025
| +6% | +$1.32M | 3.33% | 8 |
|
|
2018
Q4 | $21.7M | Buy |
222,245
+15,215
| +7% | +$1.49M | 3.47% | 5 |
|
|
2018
Q3 | $23.4M | Sell |
207,030
-750
| -0.4% | -$84.6K | 3.16% | 7 |
|
|
2018
Q2 | $21.7M | Buy |
207,780
+690
| +0.3% | +$71.9K | 3.16% | 6 |
|
|
2018
Q1 | $22.8M | Sell |
207,090
-765
| -0.4% | -$84.1K | 3.43% | 6 |
|
|
2017
Q4 | $22.2M | Sell |
207,855
-475
| -0.2% | -$50.8K | 3.27% | 6 |
|
|
2017
Q3 | $19.9M | Sell |
208,330
-875
| -0.4% | -$83.6K | 3.09% | 6 |
|
|
2017
Q2 | $19.1M | Buy |
209,205
+54,070
| +35% | +$4.94M | 3% | 5 |
|
|
2017
Q1 | $13.6M | Sell |
155,135
-26,585
| -15% | -$2.34M | 2.24% | 16 |
|
|
2016
Q4 | $15.7M | Sell |
181,720
-6,425
| -3% | -$554K | 2.85% | 6 |
|
|
2016
Q3 | $12.5M | Sell |
188,145
-1,420
| -0.7% | -$94.6K | 2.27% | 18 |
|
|
2016
Q2 | $11.8M | Sell |
189,565
-1,825
| -1% | -$113K | 2.07% | 20 |
|
|
2016
Q1 | $11.3M | Buy |
191,390
+43,250
| +29% | +$2.56M | 2.1% | 22 |
|
|
2015
Q4 | $9.78M | Buy |
148,140
+1,273
| +0.9% | +$84.1K | 1.84% | 27 |
|
|
2015
Q3 | $8.95M | Buy |
146,867
+2,170
| +1% | +$132K | 1.73% | 25 |
|
|
2015
Q2 | $9.81M | Sell |
144,697
-645
| -0.4% | -$43.7K | 1.78% | 26 |
|
|
2015
Q1 | $8.81M | Buy |
145,342
+24
| +0% | +$1.45K | 1.64% | 28 |
|
|
2014
Q4 | $9.09M | Sell |
145,318
-850
| -0.6% | -$53.2K | 1.63% | 27 |
|
|
2014
Q3 | $8.81M | Sell |
146,168
-400
| -0.3% | -$24.1K | 1.71% | 27 |
|
|
2014
Q2 | $8.45M | Buy |
146,568
+11,059
| +8% | +$637K | 1.63% | 28 |
|
|
2014
Q1 | $8.23M | Buy |
135,509
+6,364
| +5% | +$386K | 1.7% | 27 |
|
|
2013
Q4 | $7.55M | Buy |
129,145
+1,200
| +0.9% | +$70.2K | 1.55% | 29 |
|
|
2013
Q3 | $6.61M | Sell |
127,945
-4,050
| -3% | -$209K | 1.53% | 32 |
|
|
2013
Q2 | $6.97M | Buy |
+131,995
| New | +$6.97M | 1.65% | 28 |
|