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BOS Asset Management’s JPMorgan Chase JPM Stock Holding History

BOS Asset Management’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 		$4.78M Buy
14,450
+58
+0.4% +$20.3K 1.12% 25
2026
Q2 		$4.71M Sell
14,392
-158
-1% -$49.1K 1.09% 28
2026
Q1 		$4.28M Buy
14,550
+268
+2% +$81.3K 1.09% 26
2025
Q4 		$4.6M Buy
14,282
+40
+0.3% +$12.4K 1.23% 23
2025
Q3 		$4.49M Buy
14,242
+443
+3% +$132K 1.27% 19
2025
Q2 		$4M Buy
13,799
+891
+7% +$227K 1.28% 21
2025
Q1 		$3.17M Buy
12,908
+1,182
+10% +$301K 1.09% 24
2024
Q4 		$2.81M Buy
11,726
+295
+3% +$68.7K 1.01% 27
2024
Q3 		$2.41M Buy
11,431
+1,135
+11% +$239K 0.89% 24
2024
Q2 		$2.08M Buy
10,296
+5,140
+100% +$1M 0.96% 23
2024
Q1 		$1.03M Buy
5,156
+7
+0.1% +$1.26K 0.54% 40
2023
Q4 		$876K Sell
5,149
-1,113
-18% -$169K 0.6% 40
2023
Q3 		$908K Buy
6,262
+7
+0.1% +$1.05K 0.67% 40
2023
Q2 		$910K Buy
6,255
+199
+3% +$27.4K 0.71% 37
2023
Q1 		$789K Buy
6,056
+169
+3% +$23.2K 0.66% 39
2022
Q4 		$789K Buy
+5,887
New +$746K 0.7% 37

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BOS Asset Management's JPM Position: Q3 2026 in Review

BOS Asset Management increased its JPMorgan Chase (JPM) stake by 0.4% in Q3 2026, buying an estimated $20.3K and bringing the position to 14,450 shares worth $4.78M. The position accounts for 1.12% of the portfolio, ranked #25.

BOS Asset Management first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • BOS Asset Management held 14,450 shares of JPMorgan Chase worth $4.78M as of Q3 2026.
  • BOS Asset Management bought 58 JPMorgan Chase shares in Q3 2026, an estimated $20.3K.
  • JPMorgan Chase made up 1.12% of BOS Asset Management's portfolio in Q3 2026, its #25 holding.
  • BOS Asset Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.