JP Morgan Chase
TBRG

JP Morgan Chase’s TruBridge TBRG Stock Holding History

JP Morgan Chase’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-7,800
Closed -$232K – 6053
2019
Q1 		$232K Buy
+7,800
New +$225K ﹤0.01% 4564

Other funds holding TBRG

NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase reduced its TruBridge (TBRG) stake by 24% in Q1 2026, selling an estimated $23.6K and leaving 3,843 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6166.

JP Morgan Chase first reported a position in TBRG in Q2 2013 and has held it in 45 quarters since. The position peaked at $10.4M in Q1 2022. 95 funds tracked by Wall St. Rank hold TBRG as of Q1 2026.

  • JP Morgan Chase held 3,843 shares of TruBridge worth $53.8K as of Q1 2026.
  • JP Morgan Chase sold 1,236 TruBridge shares in Q1 2026, an estimated $23.6K.
  • TruBridge made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6166 holding.
  • JP Morgan Chase first reported a position in TruBridge in Q2 2013 and has held it in 45 quarters since.
  • JP Morgan Chase's TruBridge position peaked at $10.4M in Q1 2022.
  • 95 funds tracked by Wall St. Rank held TruBridge as of Q1 2026.

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