Mcbroom & Associates, LLC / JPM
Mcbroom & Associates, LLC’s Jpmorgan Chase & Co Position
Does Mcbroom & Associates, LLC own Jpmorgan Chase & Co (JPM)? Yes — 31.7K shares worth $9M (+5.20% of its 13F portfolio) as of Q1 2026, down from 35.4K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
31.7K
% of Portfolio
+5.20%
Quarters Held
18
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 31.7K | $9M | +5.20% |
| Q4 2025 | 35.4K | $11M | +5.54% |
| Q3 2025 | 35.3K | $11M | +5.29% |
| Q2 2025 | 36.1K | $9M | +5.06% |
| Q1 2025 | 36.1K | $9M | +5.06% |
| Q4 2024 | 36.6K | $9M | +4.96% |
| Q3 2024 | 36.4K | $8M | +4.70% |
| Q2 2024 | 35.8K | $7M | +4.54% |
| Q1 2024 | 34.6K | $7M | +4.56% |
| Q4 2023 | 35.0K | $6M | +4.34% |
| Q3 2023 | 35.5K | $5M | +4.10% |
| Q2 2023 | 33.2K | $5M | +3.81% |
| Q1 2023 | 31.5K | $4M | +3.67% |
| Q4 2022 | 28.8K | $4M | +4.19% |
| Q3 2022 | 29.1K | $3M | +3.44% |
| Q2 2022 | 30.2K | $3M | +3.70% |
| Q1 2022 | 30.5K | $4M | +3.68% |
| Q4 2021 | 31.4K | $5M | +3.74% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcbroom & Associates, LLC’s full portfolio or all institutional holders of JPM.