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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boit C.F. David's JPM Position: Q1 2026 in Review

Boit C.F. David reduced its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, selling an estimated $60.7K and leaving 14,551 shares worth $4.28M. The position accounts for 1.9% of the portfolio, ranked #17.

Boit C.F. David first reported a position in JPM in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.86M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Boit C.F. David held 14,551 shares of JPMorgan Chase worth $4.28M as of Q1 2026.
Boit C.F. David sold 200 JPMorgan Chase shares in Q1 2026, an estimated $60.7K.
JPMorgan Chase made up 1.9% of Boit C.F. David's portfolio in Q1 2026, its #17 holding.
Boit C.F. David first reported a position in JPMorgan Chase in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's JPMorgan Chase position peaked at $4.86M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.