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JPMorgan Chase & Co. shares owned by Traub Capital Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Traub Capital Management from 13F filings

Historical chart of Traub Capital Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Traub Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Traub Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $444k 1.4k 315.50
2025-06-30 $204k 703 290.04

More positions owned by Traub Capital Management

Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Fundamental Us S (FNDA)
Meta Platforms Cl A (META)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Global X Fds Us Pfd Etf (PFFD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Amazon (AMZN)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for Traub Capital Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.