Boston Family Office’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 | $13.4M | Sell |
46,211
-726
| -2% | -$210K | 0.89% | 34 |
|
|
2025
Q1 | $11.5M | Sell |
46,937
-479
| -1% | -$118K | 0.82% | 36 |
|
|
2024
Q4 | $11.4M | Sell |
47,416
-198
| -0.4% | -$47.5K | 0.78% | 37 |
|
|
2024
Q3 | $10M | Buy |
47,614
+1,165
| +3% | +$246K | 0.68% | 43 |
|
|
2024
Q2 | $9.4M | Sell |
46,449
-945
| -2% | -$191K | 0.68% | 45 |
|
|
2024
Q1 | $9.49M | Sell |
47,394
-1,570
| -3% | -$314K | 0.68% | 45 |
|
|
2023
Q4 | $8.33M | Sell |
48,964
-1,309
| -3% | -$223K | 0.63% | 48 |
|
|
2023
Q3 | $7.29M | Sell |
50,273
-13,085
| -21% | -$1.9M | 0.6% | 56 |
|
|
2023
Q2 | $9.21M | Sell |
63,358
-57
| -0.1% | -$8.29K | 0.71% | 43 |
|
|
2023
Q1 | $8.26M | Sell |
63,415
-7,208
| -10% | -$939K | 0.66% | 48 |
|
|
2022
Q4 | $9.47M | Buy |
70,623
+317
| +0.5% | +$42.5K | 0.79% | 43 |
|
|
2022
Q3 | $7.35M | Buy |
70,306
+2,310
| +3% | +$241K | 0.65% | 47 |
|
|
2022
Q2 | $7.66M | Buy |
67,996
+4,263
| +7% | +$480K | 0.64% | 49 |
|
|
2022
Q1 | $8.69M | Buy |
63,733
+114
| +0.2% | +$15.5K | 0.62% | 48 |
|
|
2021
Q4 | $10.1M | Buy |
63,619
+257
| +0.4% | +$40.7K | 0.66% | 47 |
|
|
2021
Q3 | $10.4M | Sell |
63,362
-212
| -0.3% | -$34.7K | 0.75% | 42 |
|
|
2021
Q2 | $9.89M | Sell |
63,574
-85
| -0.1% | -$13.2K | 0.71% | 45 |
|
|
2021
Q1 | $9.69M | Sell |
63,659
-412
| -0.6% | -$62.7K | 0.73% | 49 |
|
|
2020
Q4 | $8.14M | Sell |
64,071
-1,781
| -3% | -$226K | 0.63% | 53 |
|
|
2020
Q3 | $6.34M | Buy |
65,852
+142
| +0.2% | +$13.7K | 0.58% | 49 |
|
|
2020
Q2 | $6.18M | Buy |
65,710
+9,613
| +17% | +$904K | 0.6% | 50 |
|
|
2020
Q1 | $5.05M | Sell |
56,097
-928
| -2% | -$83.5K | 0.6% | 48 |
|
|
2019
Q4 | $7.95M | Buy |
57,025
+3
| +0% | +$418 | 0.76% | 44 |
|
|
2019
Q3 | $6.71M | Sell |
57,022
-1,319
| -2% | -$155K | 0.7% | 48 |
|
|
2019
Q2 | $6.52M | Buy |
58,341
+13,450
| +30% | +$1.5M | 0.68% | 49 |
|
|
2019
Q1 | $4.54M | Buy |
44,891
+395
| +0.9% | +$40K | 0.49% | 59 |
|
|
2018
Q4 | $4.34M | Buy |
44,496
+445
| +1% | +$43.4K | 0.54% | 55 |
|
|
2018
Q3 | $4.97M | Buy |
44,051
+410
| +0.9% | +$46.3K | 0.52% | 60 |
|
|
2018
Q2 | $4.55M | Buy |
43,641
+1,210
| +3% | +$126K | 0.51% | 64 |
|
|
2018
Q1 | $4.67M | Sell |
42,431
-1,927
| -4% | -$212K | 0.53% | 65 |
|
|
2017
Q4 | $4.74M | Buy |
44,358
+3,195
| +8% | +$342K | 0.52% | 66 |
|
|
2017
Q3 | $3.93M | Buy |
41,163
+583
| +1% | +$55.7K | 0.45% | 74 |
|
|
2017
Q2 | $3.71M | Buy |
40,580
+2,705
| +7% | +$247K | 0.44% | 74 |
|
|
2017
Q1 | $3.33M | Sell |
37,875
-120
| -0.3% | -$10.5K | 0.41% | 77 |
|
|
2016
Q4 | $3.28M | Sell |
37,995
-220
| -0.6% | -$19K | 0.43% | 72 |
|
|
2016
Q3 | $2.55M | Sell |
38,215
-690
| -2% | -$46K | 0.33% | 86 |
|
|
2016
Q2 | $2.42M | Sell |
38,905
-9,000
| -19% | -$559K | 0.31% | 91 |
|
|
2016
Q1 | $2.84M | Sell |
47,905
-52
| -0.1% | -$3.08K | 0.37% | 83 |
|
|
2015
Q4 | $3.17M | Sell |
47,957
-148
| -0.3% | -$9.77K | 0.43% | 75 |
|
|
2015
Q3 | $2.93M | Sell |
48,105
-1,250
| -3% | -$76.2K | 0.41% | 78 |
|
|
2015
Q2 | $3.34M | Buy |
49,355
+1,482
| +3% | +$100K | 0.42% | 79 |
|
|
2015
Q1 | $2.9M | Sell |
47,873
-775
| -2% | -$46.9K | 0.36% | 85 |
|
|
2014
Q4 | $3.04M | Sell |
48,648
-120
| -0.2% | -$7.51K | 0.38% | 80 |
|
|
2014
Q3 | $2.94M | Hold |
48,768
| – | – | 0.38% | 80 |
|
|
2014
Q2 | $2.81M | Sell |
48,768
-750
| -2% | -$43.2K | 0.36% | 84 |
|
|
2014
Q1 | $3.01M | Sell |
49,518
-2,950
| -6% | -$179K | 0.4% | 77 |
|
|
2013
Q4 | $3.07M | Sell |
52,468
-806
| -2% | -$47.1K | 0.4% | 79 |
|
|
2013
Q3 | $2.75M | Sell |
53,274
-100
| -0.2% | -$5.17K | 0.39% | 82 |
|
|
2013
Q2 | $2.82M | Buy |
+53,374
| New | +$2.82M | 0.43% | 76 |
|