Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$435,348
+$40,292 QoQ
Shares Held
1,330
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#4,395
of 5,058 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Traub Capital Management LLC holds $2,086,738 across 3 Banks - Diversified names. JPM ranks #2 (20.9% of the industry book) .
All Filings in JPM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,348 | 1,330 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $395,056 | 1,343 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $450,785 | 1,399 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $444,125 | 1,408 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $203,806 | 703 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||