Aureus Asset Management, LLC

SEC CIK: 0001381296
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Aureus Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 21,189
Value: $6.94M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Aureus Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,189	$6.94M	0.4%	+907+4.5%	Added	Holders
Q1 2026	20,282	$5.97M	0.4%	+2,685+15.3%	Added	Holders
Q4 2025	17,597	$5.67M	0.4%	+54+0.3%	Added	Holders
Q3 2025	17,543	$5.53M	0.4%	−897−4.9%	Reduced	Holders
Q2 2025	18,440	$5.35M	0.3%	−72−0.4%	Reduced	Holders
Q1 2025	18,512	$4.54M	0.3%	−143−0.8%	Reduced	Holders
Q4 2024	18,655	$4.47M	0.3%	+1,350+7.8%	Added	Holders
Q3 2024	17,305	$3.65M	0.2%	+89+0.5%	Added	Holders
Q2 2024	17,216	$3.48M	0.2%	−1,560−8.3%	Reduced	Holders
Q1 2024	18,776	$3.76M	0.3%	−501−2.6%	Reduced	Holders
Q4 2023	19,277	$3.28M	0.2%	+922+5.0%	Added	Holders
Q3 2023	18,355	$2.66M	0.2%	+1,009+5.8%	Added	Holders
Q2 2023	17,346	$2.52M	0.2%	−17,449−50.1%	Reduced	Holders
Q1 2023	34,795	$4.53M	0.4%	+798+2.3%	Added	Holders
Q4 2022	33,997	$4.56M	0.4%	−1,167−3.3%	Reduced	Holders
Q3 2022	35,164	$3.67M	0.3%	+6,746+23.7%	Added	Holders
Q2 2022	28,418	$3.20M	0.3%	−3,058−9.7%	Reduced	Holders
Q1 2022	31,476	$4.29M	0.3%	−214−0.7%	Reduced	Holders
Q4 2021	31,690	$5.02M	0.3%	+614+2.0%	Added	Holders
Q3 2021	31,076	$5.09M	0.3%	−2,160−6.5%	Reduced	Holders
Q2 2021	33,236	$5.17M	0.3%	+4,581+16.0%	Added	Holders
Q1 2021	28,655	$4.36M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.