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B.O.S.S. Retirement Advisors’s JPMorgan Chase JPM Stock Holding History

B.O.S.S. Retirement Advisors’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
Q2 		$512K Sell
1,565
-152
-9% -$47.2K 0.14% 89
2026
Q1 		$505K Sell
1,717
-65
-4% -$19.7K 0.15% 93
2025
Q4 		$574K Sell
1,782
-28
-2% -$8.67K 0.18% 90
2025
Q3 		$571K Buy
1,810
+92
+5% +$27.4K 0.14% 113
2025
Q2 		$498K Buy
1,718
+311
+22% +$79.4K 0.13% 117
2025
Q1 		$345K Sell
1,407
-14
-1% -$3.57K 0.1% 126
2024
Q4 		$341K Sell
1,421
-26,119
-95% -$6.08M 0.1% 132
2024
Q3 		$5.81M Sell
27,540
-14,285
-34% -$3.01M 1.17% 22
2024
Q2 		$8.46M Buy
41,825
+14,894
+55% +$2.91M 2.16% 6
2024
Q1 		$4.58M Sell
26,931
-1,451
-5% -$262K 1.75% 10
2023
Q4 		$4.83M Buy
28,382
+3,428
+14% +$519K 0.94% 21
2023
Q3 		$3.62M Buy
24,954
+2,409
+11% +$361K 0.78% 29
2023
Q2 		$3.28M Buy
22,545
+18,497
+457% +$2.54M 0.7% 30
2023
Q1 		$528K Buy
4,048
+1,190
+42% +$163K 0.12% 173
2022
Q4 		$383K Buy
+2,858
New +$362K 0.1% 177

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

B.O.S.S. Retirement Advisors's JPM Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its JPMorgan Chase (JPM) stake by 8.9% in Q2 2026, selling an estimated $47.2K and leaving 1,565 shares worth $512K. The position accounts for 0.14% of the portfolio, ranked #89.

B.O.S.S. Retirement Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.46M in Q2 2024. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 1,565 shares of JPMorgan Chase worth $512K as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 152 JPMorgan Chase shares in Q2 2026, an estimated $47.2K.
  • JPMorgan Chase made up 0.14% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #89 holding.
  • B.O.S.S. Retirement Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • B.O.S.S. Retirement Advisors's JPMorgan Chase position peaked at $8.46M in Q2 2024.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.