Traub Capital Management’s JPMorgan Chase JPM Stock Holding History

Traub 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	$435K	Sell	1,330 -13	-1%	-$4.04K	0.39%	70
2026 Q1	$395K	Sell	1,343 -56	-4%	-$17K	0.39%	70
2025 Q4	$451K	Sell	1,399 -9	-0.6%	-$2.79K	0.43%	61
2025 Q3	$444K	Buy	1,408 +705	+100%	+$210K	0.44%	63
2025 Q2	$204K	Buy	+703	New	+$179K	0.19%	113

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

Traub Capital Management reduced its JPMorgan Chase (JPM) stake by 0.97% in Q2 2026, selling an estimated $4.04K and leaving 1,330 shares worth $435K. The position accounts for 0.39% of the portfolio, ranked #70.

Traub Capital Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $451K in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Traub Capital Management held 1,330 shares of JPMorgan Chase worth $435K as of Q2 2026.
Traub Capital Management sold 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
JPMorgan Chase made up 0.39% of Traub Capital Management's portfolio in Q2 2026, its #70 holding.
Traub Capital Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
Traub Capital Management's JPMorgan Chase position peaked at $451K in Q4 2025.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Traub Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.