BOS Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
13,799
+891
| +7% | +$258K | 1.28% | 21 |
|
|
2025
Q1 | $3.17M | Buy |
12,908
+1,182
| +10% | +$290K | 1.09% | 24 |
|
|
2024
Q4 | $2.81M | Buy |
11,726
+295
| +3% | +$70.7K | 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% | +$1.04M | 0.96% | 23 |
|
|
2024
Q1 | $1.03M | Buy |
5,156
+7
| +0.1% | +$1.4K | 0.54% | 40 |
|
|
2023
Q4 | $876K | Sell |
5,149
-1,113
| -18% | -$189K | 0.6% | 40 |
|
|
2023
Q3 | $908K | Buy |
6,262
+7
| +0.1% | +$1.02K | 0.67% | 40 |
|
|
2023
Q2 | $910K | Buy |
6,255
+199
| +3% | +$28.9K | 0.71% | 37 |
|
|
2023
Q1 | $789K | Buy |
6,056
+169
| +3% | +$22K | 0.66% | 39 |
|
|
2022
Q4 | $789K | Buy |
+5,887
| New | +$789K | 0.7% | 37 |
|