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McBroom & Associates’s JPMorgan Chase JPM Stock Holding History

McBroom & Associates’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.38M Sell
28,339
-3,512
-11% -$1.23M 5.67% 5
2026
Q2 		$10.4M Buy
31,851
+133
+0.4% +$41.3K 5.24% 3
2026
Q1 		$9.33M Sell
31,718
-3,683
-10% -$1.12M 5.2% 6
2025
Q4 		$11.4M Buy
35,401
+147
+0.4% +$45.5K 5.54% 4
2025
Q3 		$11.1M Sell
35,254
-830
-2% -$247K 5.29% 5
2025
Q2 		$8.85M Hold
36,084
– – 5.06% 6
2025
Q1 		$8.85M Sell
36,084
-501
-1% -$128K 5.06% 6
2024
Q4 		$8.77M Buy
36,585
+168
+0.5% +$39.1K 4.96% 9
2024
Q3 		$7.68M Buy
36,417
+614
+2% +$129K 4.7% 10
2024
Q2 		$7.24M Buy
35,803
+1,203
+3% +$235K 4.54% 11
2024
Q1 		$6.93M Sell
34,600
-398
-1% -$71.8K 4.56% 10
2023
Q4 		$5.95M Sell
34,998
-462
-1% -$70K 4.34% 13
2023
Q3 		$5.14M Buy
35,460
+2,293
+7% +$344K 4.1% 13
2023
Q2 		$4.82M Buy
33,167
+1,688
+5% +$232K 3.81% 13
2023
Q1 		$4.1M Buy
31,479
+2,715
+9% +$372K 3.67% 17
2022
Q4 		$3.86M Sell
28,764
-383
-1% -$48.5K 4.19% 13
2022
Q3 		$3.05M Sell
29,147
-1,025
-3% -$118K 3.44% 16
2022
Q2 		$3.4M Sell
30,172
-294
-1% -$36.4K 3.7% 15
2022
Q1 		$4.15M Sell
30,466
-931
-3% -$137K 3.68% 18
2021
Q4 		$4.97M Buy
+31,397
New +$5.16M 3.74% 16

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

McBroom & Associates's JPM Position: Q3 2026 in Review

McBroom & Associates reduced its JPMorgan Chase (JPM) stake by 11% in Q3 2026, selling an estimated $1.23M and leaving 28,339 shares worth $9.38M. The position accounts for 5.67% of the portfolio, ranked #5.

McBroom & Associates first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. The position peaked at $11.4M in Q4 2025. 2,440 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • McBroom & Associates held 28,339 shares of JPMorgan Chase worth $9.38M as of Q3 2026.
  • McBroom & Associates sold 3,512 JPMorgan Chase shares in Q3 2026, an estimated $1.23M.
  • JPMorgan Chase made up 5.67% of McBroom & Associates's portfolio in Q3 2026, its #5 holding.
  • McBroom & Associates first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • McBroom & Associates's JPMorgan Chase position peaked at $11.4M in Q4 2025.
  • 2,440 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.