Taylor Wealth Management Partners’s JPMorgan Chase JPM Stock Holding History

Taylor Wealth Management Partners’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
2022 Q2	$6.88M	Sell	61,144 -4,055	-6%	-$502K	3.91%	8
2022 Q1	$8.89M	Sell	65,199 -1,953	-3%	-$288K	3.6%	7
2021 Q4	$10.6M	Buy	67,152 +308	+0.5%	+$50.6K	3.75%	6
2021 Q3	$10.9M	Buy	66,844 +4,546	+7%	+$713K	3.9%	7
2021 Q2	$9.69M	Sell	62,298 -155	-0.2%	-$24.3K	3.42%	9
2021 Q1	$9.51M	Sell	62,453 -79	-0.1%	-$11.4K	3.47%	7
2020 Q4	$7.95M	Buy	62,532 +340	+0.5%	+$38K	3.06%	10
2020 Q3	$5.99M	Buy	62,192 +713	+1%	+$70K	2.74%	10
2020 Q2	$5.78M	Sell	61,479 -4,073	-6%	-$386K	2.94%	10
2020 Q1	$5.9M	Buy	+65,552	New	+$7.96M	3.62%	11
2019 Q1	–	Sell	-134	Closed	-$13K	–	82
2018 Q4	$13K	Hold	134	–	–	0.01%	80
2018 Q3	$15K	Buy	+134	New	+$15.2K	0.01%	90
2018 Q1	–	Sell	-660	Closed	-$71K	–	144
2017 Q4	$71K	Sell	660 -240	-27%	-$24.3K	0.03%	91
2017 Q3	$86K	Hold	900	–	–	0.04%	88
2017 Q2	$82K	Hold	900	–	–	0.04%	91
2017 Q1	$79K	Hold	900	–	–	0.04%	95
2016 Q4	$78K	Hold	900	–	–	0.04%	91
2016 Q3	$60K	Hold	900	–	–	0.03%	87
2016 Q2	$56K	Hold	900	–	–	0.02%	86
2016 Q1	$53K	Sell	900 -400	-31%	-$23.4K	0.03%	83
2015 Q4	$86K	Hold	1,300	–	–	0.04%	64
2015 Q3	$79K	Sell	1,300 -425	-25%	-$27.8K	0.04%	63
2015 Q2	$117K	Buy	1,725 +600	+53%	+$39.2K	0.04%	62
2015 Q1	$68K	Buy	+1,125	New	+$66.6K	0.02%	72

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Taylor Wealth Management Partners's JPM Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its JPMorgan Chase (JPM) stake by 6.2% in Q2 2022, selling an estimated $502K and leaving 61,144 shares worth $6.88M. The position accounts for 3.91% of the portfolio, ranked #8.

Taylor Wealth Management Partners first reported a position in JPM in Q1 2015 and has held it in 24 quarters since. The position peaked at $10.9M in Q3 2021. 3,422 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

Taylor Wealth Management Partners held 61,144 shares of JPMorgan Chase worth $6.88M as of Q2 2022.
Taylor Wealth Management Partners sold 4,055 JPMorgan Chase shares in Q2 2022, an estimated $502K.
JPMorgan Chase made up 3.91% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #8 holding.
Taylor Wealth Management Partners first reported a position in JPMorgan Chase in Q1 2015 and has held it in 24 quarters since.
Taylor Wealth Management Partners's JPMorgan Chase position peaked at $10.9M in Q3 2021.
3,422 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.