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Disclosery

McBroom & Associates, LLC: JPM position timeline

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

McBroom & Associates, LLC held 31,851 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,851 shares
    Change vs previous 13F +133 shares

    5.24% of the 13F portfolio, value $10,425,788.

    13F-HR 0001754960-26-000672 filed by McBroom & Associates, 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 31,718 shares
    Change vs previous 13F -3,683 shares

    5.2% of the 13F portfolio, value $9,330,167.

    13F-HR 0001754960-26-000309 filed by McBroom & Associates, 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 35,401 shares
    Change vs previous 13F +147 shares

    5.54% of the 13F portfolio, value $11,406,910.

    13F-HR 0001754960-26-000090 filed by McBroom & Associates, 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 35,254 shares
    Change vs previous 13F -830 shares

    5.29% of the 13F portfolio, value $11,120,169.

    13F-HR 0001754960-25-000722 filed by McBroom & Associates, 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 36,084 shares
    Change vs previous 13F 0 shares

    5.06% of the 13F portfolio, value $8,851,405.

    13F-HR 0001754960-25-000534 filed by McBroom & Associates, 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 36,084 shares
    Change vs previous 13F -501 shares

    5.06% of the 13F portfolio, value $8,851,405.

    13F-HR 0001754960-25-000213 filed by McBroom & Associates, 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 36,585 shares
    Change vs previous 13F +168 shares

    4.96% of the 13F portfolio, value $8,769,790.

    13F-HR 0001754960-25-000083 filed by McBroom & Associates, 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 36,417 shares
    Change vs previous 13F not available

    4.7% of the 13F portfolio, value $7,678,889.

    13F-HR 0001754960-24-000513 filed by McBroom & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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