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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
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

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

BOS Asset Management's JPM Position: Q2 2026 in Review

BOS Asset Management reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $49.1K and leaving 14,392 shares worth $4.71M. The position accounts for 1.09% of the portfolio, ranked #28.

BOS Asset Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • BOS Asset Management held 14,392 shares of JPMorgan Chase worth $4.71M as of Q2 2026.
  • BOS Asset Management sold 158 JPMorgan Chase shares in Q2 2026, an estimated $49.1K.
  • JPMorgan Chase made up 1.09% of BOS Asset Management's portfolio in Q2 2026, its #28 holding.
  • BOS Asset Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.