JP Morgan Chase
CUBE icon

JP Morgan Chase’s CubeSmart CUBE Stock Holding History

JP Morgan Chase’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,100
Closed -$221K – 7440
2024
Q3 		$221K Buy
+4,100
New +$204K ﹤0.01% 5360
2017
Q3 		– Sell
-172,248
Closed -$4.14M – 4991
2017
Q2 		$4.14M Sell
172,248
-206,512
-55% -$5.23M ﹤0.01% 2598
2017
Q1 		$9.83M Sell
378,760
-297,140
-44% -$7.8M ﹤0.01% 1948
2016
Q4 		$18.1M Sell
675,900
-315,866
-32% -$8.09M ﹤0.01% 1518
2016
Q3 		$27M Sell
991,766
-132,640
-12% -$3.8M 0.01% 1186
2016
Q2 		$34.7M Buy
1,124,406
+55,156
+5% +$1.72M 0.01% 1026
2016
Q1 		$35.6M Buy
1,069,250
+11,940
+1% +$367K 0.01% 991
2015
Q4 		$32.4M Buy
1,057,310
+1,066
+0.1% +$30.6K 0.01% 1033
2015
Q3 		$28.7M Buy
1,056,244
+256,244
+32% +$6.55M 0.01% 1042
2015
Q2 		$18.5M Buy
800,000
+100,000
+14% +$2.36M ﹤0.01% 1455
2015
Q1 		$16.9M Buy
700,000
+285,200
+69% +$6.86M ﹤0.01% 1545
2014
Q4 		$9.15M Buy
414,800
+314,800
+315% +$6.53M ﹤0.01% 2012
2014
Q3 		$1.8M Buy
+100,000
New +$1.85M ﹤0.01% 2991

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase's CUBE Position: Q1 2026 in Review

JP Morgan Chase increased its CubeSmart (CUBE) stake by 1.3% in Q1 2026, buying an estimated $1.9M and bringing the position to 3,800,319 shares worth $136M. The position accounts for 0.01% of the portfolio, ranked #851.

JP Morgan Chase first reported a position in CUBE in Q2 2013 and has held it in 52 quarters since. The position peaked at $346M in Q2 2021. 484 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • JP Morgan Chase held 3,800,319 shares of CubeSmart worth $136M as of Q1 2026.
  • JP Morgan Chase bought 49,546 CubeSmart shares in Q1 2026, an estimated $1.9M.
  • CubeSmart made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #851 holding.
  • JP Morgan Chase first reported a position in CubeSmart in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's CubeSmart position peaked at $346M in Q2 2021.
  • 484 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.