Traynor Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$19.7M Buy
60,094
+83
+0.1% +$25.8K 0.9% 22
2026
Q1
$17M Buy
60,011
+654
+1% +$198K 1% 18
2025
Q4
$19.1M Buy
59,357
+1,363
+2% +$422K 1.02% 17
2025
Q3
$18.3M Buy
57,994
+824
+1% +$245K 1.04% 17
2025
Q2
$16.6M Sell
57,170
-1,910
-3% -$487K 1.18% 18
2025
Q1
$14.5M Buy
59,080
+332
+0.6% +$84.6K 1.22% 14
2024
Q4
$14.1M Buy
58,748
+11,729
+25% +$2.73M 0.94% 19
2024
Q3
$9.91M Buy
47,019
+3,379
+8% +$712K 0.59% 30
2024
Q2
$8.83M Buy
43,640
+1,315
+3% +$257K 0.66% 29
2024
Q1
$8.48M Buy
42,325
+712
+2% +$128K 0.73% 26
2023
Q4
$7.08M Buy
41,613
+100
+0.2% +$15.2K 0.73% 27
2023
Q3
$6.02M Buy
41,513
+303
+0.7% +$45.4K 0.75% 27
2023
Q2
$5.99M Sell
41,210
-1,344
-3% -$185K 0.74% 29
2023
Q1
$5.55M Sell
42,554
-1,265
-3% -$173K 0.8% 28
2022
Q4
$5.88M Sell
43,819
-1,306
-3% -$165K 0.83% 28
2022
Q3
$4.71M Sell
45,125
-2,551
-5% -$293K 0.84% 27
2022
Q2
$5.37M Buy
47,676
+2,668
+6% +$331K 0.93% 27
2022
Q1
$6.13M Buy
45,008
+6,125
+16% +$904K 0.8% 28
2021
Q4
$6.16M Buy
38,883
+1,888
+5% +$310K 0.73% 29
2021
Q3
$6.05M Buy
36,995
+2,488
+7% +$390K 0.83% 27
2021
Q2
$5.38M Buy
34,507
+1,393
+4% +$219K 0.75% 32
2021
Q1
$5.04M Buy
33,114
+1,251
+4% +$180K 0.83% 31
2020
Q4
$4.05M Sell
31,863
-10,748
-25% -$1.2M 0.72% 34
2020
Q3
$4.42M Buy
42,611
+580
+1% +$57K 1.01% 22
2020
Q2
$3.95M Buy
42,031
+1,232
+3% +$117K 0.95% 21
2020
Q1
$3.67M Buy
40,799
+2,276
+6% +$277K 1.3% 18
2019
Q4
$5.37M Buy
38,523
+1,755
+5% +$225K 1.43% 15
2019
Q3
$4.33M Buy
36,768
+1,612
+5% +$182K 1.35% 16
2019
Q2
$4M Buy
35,156
+1,292
+4% +$142K 1.3% 17
2019
Q1
$3.43M Buy
33,864
+3,354
+11% +$346K 1.15% 21
2018
Q4
$2.98M Buy
30,510
+4,262
+16% +$454K 1.24% 19
2018
Q3
$2.96M Buy
26,248
+2,898
+12% +$329K 0.96% 23
2018
Q2
$2.45M Buy
23,350
+2,090
+10% +$229K 0.9% 25
2018
Q1
$2.34M Buy
21,260
+2,247
+12% +$254K 0.95% 24
2017
Q4
$2.03M Buy
19,013
+2,103
+12% +$213K 0.87% 27
2017
Q3
$1.61M Buy
16,910
+473
+3% +$43.6K 0.77% 30
2017
Q2
$1.5M Buy
16,437
+1,686
+11% +$145K 0.74% 29
2017
Q1
$1.28M Buy
14,751
+1,658
+13% +$146K 0.71% 29
2016
Q4
$1.13M Sell
13,093
-1,691
-11% -$129K 0.75% 31
2016
Q3
$1.01M Sell
14,784
-872
-6% -$56.9K 0.71% 34
2016
Q2
$932K Buy
15,656
+1,171
+8% +$73.1K 0.73% 37
2016
Q1
$857K Buy
14,485
+88
+0.6% +$5.14K 0.68% 33
2015
Q4
$950K Buy
14,397
+2,049
+17% +$133K 0.68% 36
2015
Q3
$752K Buy
12,348
+961
+8% +$62.9K 0.65% 35
2015
Q2
$771K Buy
11,387
+4,904
+76% +$320K 0.64% 35
2015
Q1
$392K Buy
6,483
+97
+2% +$5.74K 0.38% 59
2014
Q4
$399K Buy
+6,386
New +$384K 0.46% 53

Other funds holding JPM

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

Traynor Capital Management increased its JPMorgan Chase (JPM) stake by 0.14% in Q2 2026, buying an estimated $25.8K and bringing the position to 60,094 shares worth $19.7M. The position accounts for 0.9% of the portfolio, ranked #22.

Traynor Capital Management first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Traynor Capital Management held 60,094 shares of JPMorgan Chase worth $19.7M as of Q2 2026.
  • Traynor Capital Management bought 83 JPMorgan Chase shares in Q2 2026, an estimated $25.8K.
  • JPMorgan Chase made up 0.9% of Traynor Capital Management's portfolio in Q2 2026, its #22 holding.
  • Traynor Capital Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.