Taylor Asset Management’s JPMorgan Chase JPM Stock Holding History

Taylor Asset 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
2019 Q1	$445K	Buy	+4,400	New	+$453K	0.29%	18
2017 Q1	–	Sell	-9,700	Closed	-$837K	–	31
2016 Q4	$837K	Hold	9,700	–	–	0.24%	21
2016 Q3	$646K	Hold	9,700	–	–	0.19%	23
2016 Q2	$603K	Buy	9,700 +1,300	+15%	+$81.2K	0.17%	25
2016 Q1	$497K	Sell	8,400 -2,100	-20%	-$123K	0.13%	27
2015 Q4	$694K	Hold	10,500	–	–	0.17%	24
2015 Q3	$640K	Buy	+10,500	New	+$688K	0.14%	26
2014 Q4	–	Sell	-162,200	Closed	-$9.77M	–	40
2014 Q3	$9.77M	Sell	162,200 -151,900	-48%	-$8.88M	1.17%	24
2014 Q2	$18.1M	Sell	314,100 -440,400	-58%	-$24.8M	1.98%	19
2014 Q1	$45.8M	Sell	754,500 -99,300	-12%	-$5.74M	5.21%	7
2013 Q4	$49.9M	Buy	853,800 +108,900	+15%	+$5.97M	6.12%	4
2013 Q3	$38.5M	Buy	744,900 +142,400	+24%	+$7.64M	5%	9
2013 Q2	$31.8M	Buy	+602,500	New	+$30.6M	4.45%	11

Other funds holding JPM

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Taylor Asset Management's JPM Position: Q1 2019 in Review

Taylor Asset Management opened a new position in JPMorgan Chase (JPM) in Q1 2019: 4,400 shares worth $445K. The stake represents 0.29% of the portfolio and ranks #18 among its holdings. This is a return to the name: Taylor Asset Management previously reported a position in JPM as recently as Q4 2016.

Taylor Asset Management first reported a position in JPM in Q2 2013 and has held it in 13 quarters since. The position peaked at $49.9M in Q4 2013. 2,600 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

Taylor Asset Management held 4,400 shares of JPMorgan Chase worth $445K as of Q1 2019.
JPMorgan Chase was a new Taylor Asset Management position in Q1 2019.
JPMorgan Chase made up 0.29% of Taylor Asset Management's portfolio in Q1 2019, its #18 holding.
Taylor Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 13 quarters since.
Taylor Asset Management's JPMorgan Chase position peaked at $49.9M in Q4 2013.
2,600 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Taylor Asset Management's 13F filing for Q1 2019, filed 14 May 2019.