Boit C.F. David’s JPMorgan Chase JPM Stock Holding History

Boit C.F. David’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	$4.81M	Hold	14,551	–	–	2%	17
2026 Q2	$4.76M	Hold	14,551	–	–	2%	17
2026 Q1	$4.28M	Sell	14,551 -200	-1%	-$60.7K	1.9%	17
2025 Q4	$4.86M	Hold	14,751	–	–	2.1%	18
2025 Q3	$4.65M	Hold	14,751	–	–	2.11%	17
2025 Q2	$4.28M	Hold	14,751	–	–	2.06%	20
2025 Q1	$3.62M	Sell	14,751 -300	-2%	-$76.5K	1.82%	21
2024 Q4	$3.61M	Hold	15,051	–	–	1.47%	21
2024 Q3	$3.12M	Hold	15,051	–	–	1.55%	23
2024 Q2	$3.04M	Sell	15,051 -1,578	-9%	-$309K	1.59%	24
2024 Q1	$3.19M	Hold	16,629	–	–	1.74%	22
2023 Q4	$2.85M	Buy	16,629 +2,492	+18%	+$378K	1.61%	22
2023 Q3	$2.03M	Hold	14,137	–	–	1.39%	23
2023 Q2	$2.06M	Hold	14,137	–	–	1.36%	23
2023 Q1	$2M	Hold	14,137	–	–	1.36%	22
2022 Q4	$1.9M	Hold	14,137	–	–	1.35%	24
2022 Q3	$1.48M	Buy	+14,137	New	+$1.62M	1.2%	26
2022 Q1	$1.93M	Sell	14,137 -1,192	-8%	-$176K	1.27%	27
2021 Q4	$2.43M	Hold	15,329	–	–	1.54%	26
2021 Q3	$2.56M	Hold	15,329	–	–	1.76%	22
2021 Q2	$2.38M	Buy	+15,329	New	+$2.41M	1.82%	20

Other funds holding JPM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Boit C.F. David's JPM Position: Q3 2026 in Review

Boit C.F. David held its JPMorgan Chase (JPM) position steady in Q3 2026 at 14,551 shares worth $4.81M. The position accounts for 2% of the portfolio, ranked #17.

Boit C.F. David first reported a position in JPM in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.86M in Q4 2025. 3,896 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Boit C.F. David held 14,551 shares of JPMorgan Chase worth $4.81M as of Q3 2026.
Boit C.F. David left its JPMorgan Chase share count unchanged in Q3 2026.
JPMorgan Chase made up 2% of Boit C.F. David's portfolio in Q3 2026, its #17 holding.
Boit C.F. David first reported a position in JPMorgan Chase in Q2 2021 and has held it in 21 quarters since.
Boit C.F. David's JPMorgan Chase position peaked at $4.86M in Q4 2025.
3,896 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Boit C.F. David's 13F filing for Q3 2026, filed 29 Oct 2026.