Tran Capital Management’s JPMorgan Chase JPM Stock Holding History

Tran Capital 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
2026 Q2	$250K	Buy	764 +3	+0.4%	+$932	0.03%	64
2026 Q1	$224K	Buy	761 +3	+0.4%	+$910	0.03%	70
2025 Q4	$244K	Buy	758 +4	+0.5%	+$1.24K	0.03%	71
2025 Q3	$238K	Sell	754 -47	-6%	-$14K	0.03%	69
2025 Q2	$232K	Buy	+801	New	+$204K	0.03%	66
2020 Q2	–	Sell	-45,325	Closed	-$4.08M	–	69
2020 Q1	$4.08M	Sell	45,325 -3,401	-7%	-$413K	0.59%	40
2019 Q4	$6.79M	Sell	48,726 -6,625	-12%	-$850K	0.79%	38
2019 Q3	$6.51M	Buy	+55,351	New	+$6.26M	0.81%	36
2016 Q1	–	Sell	-76,800	Closed	-$5.07M	–	74
2015 Q4	$5.07M	Sell	76,800 -2,175	-3%	-$142K	0.14%	58
2015 Q3	$4.82M	Buy	78,975 +1,187	+2%	+$77.7K	0.12%	59
2015 Q2	$5.27M	Sell	77,788 -3,787	-5%	-$247K	0.12%	55
2015 Q1	$4.94M	Sell	81,575 -4,575	-5%	-$271K	0.11%	60
2014 Q4	$5.39M	Sell	86,150 -1,575	-2%	-$94.8K	0.1%	59
2014 Q3	$5.29M	Sell	87,725 -1,550	-2%	-$90.6K	0.1%	57
2014 Q2	$5.14M	Buy	89,275 +12,875	+17%	+$724K	0.09%	57
2014 Q1	$4.64M	Buy	76,400 +175	+0.2%	+$10.1K	0.08%	61
2013 Q4	$4.46M	Sell	76,225 -5,525	-7%	-$303K	0.08%	59
2013 Q3	$4.23M	Sell	81,750 -6,816	-8%	-$366K	0.09%	58
2013 Q2	$4.67M	Buy	+88,566	New	+$4.5M	0.1%	43

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Tran Capital Management's JPM Position: Q2 2026 in Review

Tran Capital Management increased its JPMorgan Chase (JPM) stake by 0.39% in Q2 2026, buying an estimated $932 and bringing the position to 764 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #64.

Tran Capital Management first reported a position in JPM in Q2 2013 and has held it in 19 quarters since. The position peaked at $6.79M in Q4 2019. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Tran Capital Management held 764 shares of JPMorgan Chase worth $250K as of Q2 2026.
Tran Capital Management bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
JPMorgan Chase made up 0.03% of Tran Capital Management's portfolio in Q2 2026, its #64 holding.
Tran Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 19 quarters since.
Tran Capital Management's JPMorgan Chase position peaked at $6.79M in Q4 2019.
2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tran Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.