Macroview Investment 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 | $328K | Sell |
1,002
-148
| -13% | -$46K | 0.2% | 82 |
|
|
2026
Q1 | $338K | Sell |
1,150
-12
| -1% | -$3.64K | 0.23% | 73 |
|
|
2025
Q4 | $374K | Buy |
1,162
+204
| +21% | +$63.2K | 0.26% | 68 |
|
|
2025
Q3 | $302K | Hold |
958
| – | – | 0.23% | 75 |
|
|
2025
Q2 | $278K | Sell |
958
-38
| -4% | -$9.7K | 0.23% | 76 |
|
|
2025
Q1 | $244K | Buy |
996
+129
| +15% | +$32.9K | 0.23% | 74 |
|
|
2024
Q4 | $208K | Hold |
867
| – | – | 0.21% | 79 |
|
|
2024
Q3 | $183K | Buy |
867
+12
| +1% | +$2.53K | 0.18% | 79 |
|
|
2024
Q2 | $173K | Buy |
855
+13
| +2% | +$2.54K | 0.18% | 77 |
|
|
2024
Q1 | $169K | Hold |
842
| – | – | 0.19% | 80 |
|
|
2023
Q4 | $143K | Buy |
842
+604
| +254% | +$91.5K | 0.17% | 88 |
|
|
2023
Q3 | $34.5K | Buy |
238
+235
| +7,833% | +$35.2K | 0.05% | 128 |
|
|
2023
Q2 | $437 | Buy |
+3
| New | +$413 | ﹤0.01% | 453 |
|
|
2023
Q1 | – | Sell |
-98
| Closed | -$13.1K | – | 488 |
|
|
2022
Q4 | $13.1K | Buy |
+98
| New | +$12.4K | 0.02% | 163 |
|
|
2022
Q3 | – | Sell |
-27
| Closed | -$3K | – | 464 |
|
|
2022
Q2 | $3K | Buy |
27
+9
| +50% | +$1.11K | ﹤0.01% | 348 |
|
|
2022
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 352 |
|
|
2021
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 305 |
|
|
2021
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 301 |
|
|
2021
Q2 | $3K | Sell |
18
-3
| -14% | -$471 | ﹤0.01% | 330 |
|
|
2021
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 292 |
|
|
2020
Q4 | $3K | Buy |
21
+1
| +5% | +$112 | ﹤0.01% | 276 |
|
|
2020
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 275 |
|
|
2020
Q2 | $2K | Sell |
20
-67
| -77% | -$6.36K | ﹤0.01% | 269 |
|
|
2020
Q1 | $8K | Buy |
87
+22
| +34% | +$2.67K | 0.02% | 128 |
|
|
2019
Q4 | $9K | Hold |
65
| – | – | 0.02% | 145 |
|
|
2019
Q3 | $8K | Buy |
65
+23
| +55% | +$2.6K | 0.02% | 152 |
|
|
2019
Q2 | $5K | Hold |
42
| – | – | 0.01% | 167 |
|
|
2019
Q1 | $4K | Hold |
42
| – | – | 0.01% | 203 |
|
|
2018
Q4 | $4K | Hold |
42
| – | – | 0.01% | 169 |
|
|
2018
Q3 | $5K | Buy |
+42
| New | +$4.77K | 0.02% | 154 |
|
|
2015
Q1 | – | Sell |
-30
| Closed | -$2K | – | 179 |
|
|
2014
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 128 |
|
|
2014
Q3 | $2K | Sell |
30
-5
| -14% | -$292 | ﹤0.01% | 135 |
|
|
2014
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 148 |
|
|
2014
Q1 | $2K | Buy |
+35
| New | +$2.02K | ﹤0.01% | 229 |
|
Other funds holding JPM
Macroview Investment Management's JPM Position: Q2 2026 in Review
Macroview Investment Management reduced its JPMorgan Chase (JPM) stake by 13% in Q2 2026, selling an estimated $46K and leaving 1,002 shares worth $328K. The position accounts for 0.2% of the portfolio, ranked #82.
Macroview Investment Management first reported a position in JPM in Q1 2014 and has held it in 34 quarters since. The position peaked at $374K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Macroview Investment Management held 1,002 shares of JPMorgan Chase worth $328K as of Q2 2026.
- Macroview Investment Management sold 148 JPMorgan Chase shares in Q2 2026, an estimated $46K.
- JPMorgan Chase made up 0.2% of Macroview Investment Management's portfolio in Q2 2026, its #82 holding.
- Macroview Investment Management first reported a position in JPMorgan Chase in Q1 2014 and has held it in 34 quarters since.
- Macroview Investment Management's JPMorgan Chase position peaked at $374K in Q4 2025.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.