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MACROVIEW INVESTMENT MANAGEMENT LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MACROVIEW INVESTMENT MANAGEMENT LLC on JPM, newest first. How the timeline and the estimate are built.

MACROVIEW INVESTMENT MANAGEMENT LLC held 1,002 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,002 shares
    Change vs previous 13F -148 shares

    0.2% of the 13F portfolio, value $327,985.

    13F-HR 0001214659-26-009083 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,150 shares
    Change vs previous 13F -12 shares

    0.24% of the 13F portfolio, value $338,284.

    13F-HR 0001214659-26-005774 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,162 shares
    Change vs previous 13F +204 shares

    0.26% of the 13F portfolio, value $374,420.

    13F-HR 0001214659-26-001246 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 958 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $302,182.

    13F-HR 0001214659-25-015272 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 958 shares
    Change vs previous 13F -38 shares

    0.23% of the 13F portfolio, value $277,734.

    13F-HR 0001214659-25-010727 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 996 shares
    Change vs previous 13F +129 shares

    0.23% of the 13F portfolio, value $244,319.

    13F-HR 0001214659-25-006521 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 867 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $207,829.

    13F-HR 0001214659-25-001613 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 867 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $182,816.

    13F-HR 0001214659-24-017759 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).