Boston Family Office’s JPMorgan Chase JPM Stock Holding History

Boston Family Office’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	$13.7M	Buy	46,693 +1,735	+4%	+$527K	0.91%	36
2025 Q4	$14.5M	Sell	44,958 -1,004	-2%	-$311K	0.92%	33
2025 Q3	$14.5M	Sell	45,962 -249	-0.5%	-$74.1K	0.92%	34
2025 Q2	$13.4M	Sell	46,211 -726	-2%	-$185K	0.89%	34
2025 Q1	$11.5M	Sell	46,937 -479	-1%	-$122K	0.82%	36
2024 Q4	$11.4M	Sell	47,416 -198	-0.4%	-$46.1K	0.78%	37
2024 Q3	$10M	Buy	47,614 +1,165	+3%	+$245K	0.68%	43
2024 Q2	$9.39M	Sell	46,449 -945	-2%	-$185K	0.68%	45
2024 Q1	$9.49M	Sell	47,394 -1,570	-3%	-$283K	0.68%	45
2023 Q4	$8.33M	Sell	48,964 -1,309	-3%	-$198K	0.63%	48
2023 Q3	$7.29M	Sell	50,273 -13,085	-21%	-$1.96M	0.6%	56
2023 Q2	$9.21M	Sell	63,358 -57	-0.1%	-$7.84K	0.71%	43
2023 Q1	$8.26M	Sell	63,415 -7,208	-10%	-$988K	0.66%	48
2022 Q4	$9.47M	Buy	70,623 +317	+0.5%	+$40.2K	0.79%	43
2022 Q3	$7.35M	Buy	70,306 +2,310	+3%	+$265K	0.65%	47
2022 Q2	$7.66M	Buy	67,996 +4,263	+7%	+$528K	0.64%	49
2022 Q1	$8.69M	Buy	63,733 +114	+0.2%	+$16.8K	0.62%	48
2021 Q4	$10.1M	Buy	63,619 +257	+0.4%	+$42.2K	0.66%	47
2021 Q3	$10.4M	Sell	63,362 -212	-0.3%	-$33.2K	0.75%	42
2021 Q2	$9.89M	Sell	63,574 -85	-0.1%	-$13.3K	0.71%	45
2021 Q1	$9.69M	Sell	63,659 -412	-0.6%	-$59.3K	0.73%	49
2020 Q4	$8.14M	Sell	64,071 -1,781	-3%	-$199K	0.63%	53
2020 Q3	$6.34M	Buy	65,852 +142	+0.2%	+$13.9K	0.58%	49
2020 Q2	$6.18M	Buy	65,710 +9,613	+17%	+$912K	0.6%	50
2020 Q1	$5.05M	Sell	56,097 -928	-2%	-$113K	0.6%	48
2019 Q4	$7.95M	Buy	57,025 +3	+0%	+$385	0.76%	44
2019 Q3	$6.71M	Sell	57,022 -1,319	-2%	-$149K	0.7%	48
2019 Q2	$6.52M	Buy	58,341 +13,450	+30%	+$1.48M	0.68%	49
2019 Q1	$4.54M	Buy	44,891 +395	+0.9%	+$40.7K	0.49%	59
2018 Q4	$4.34M	Buy	44,496 +445	+1%	+$47.4K	0.54%	55
2018 Q3	$4.97M	Buy	44,051 +410	+0.9%	+$46.5K	0.52%	60
2018 Q2	$4.55M	Buy	43,641 +1,210	+3%	+$133K	0.51%	64
2018 Q1	$4.67M	Sell	42,431 -1,927	-4%	-$218K	0.53%	65
2017 Q4	$4.74M	Buy	44,358 +3,195	+8%	+$323K	0.52%	66
2017 Q3	$3.93M	Buy	41,163 +583	+1%	+$53.8K	0.45%	74
2017 Q2	$3.71M	Buy	40,580 +2,705	+7%	+$233K	0.44%	74
2017 Q1	$3.33M	Sell	37,875 -120	-0.3%	-$10.6K	0.41%	77
2016 Q4	$3.28M	Sell	37,995 -220	-0.6%	-$16.8K	0.43%	72
2016 Q3	$2.54M	Sell	38,215 -690	-2%	-$45K	0.33%	86
2016 Q2	$2.42M	Sell	38,905 -9,000	-19%	-$562K	0.31%	91
2016 Q1	$2.84M	Sell	47,905 -52	-0.1%	-$3.04K	0.37%	83
2015 Q4	$3.17M	Sell	47,957 -148	-0.3%	-$9.64K	0.43%	75
2015 Q3	$2.93M	Sell	48,105 -1,250	-3%	-$81.9K	0.41%	78
2015 Q2	$3.34M	Buy	49,355 +1,482	+3%	+$96.8K	0.42%	79
2015 Q1	$2.9M	Sell	47,873 -775	-2%	-$45.9K	0.36%	85
2014 Q4	$3.04M	Sell	48,648 -120	-0.2%	-$7.22K	0.38%	80
2014 Q3	$2.94M	Hold	48,768	–	–	0.38%	80
2014 Q2	$2.81M	Sell	48,768 -750	-2%	-$42.2K	0.36%	84
2014 Q1	$3.01M	Sell	49,518 -2,950	-6%	-$170K	0.4%	77
2013 Q4	$3.07M	Sell	52,468 -806	-2%	-$44.2K	0.4%	79
2013 Q3	$2.75M	Sell	53,274 -100	-0.2%	-$5.36K	0.39%	82
2013 Q2	$2.82M	Buy	+53,374	New	+$2.71M	0.43%	76

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

Boston Family Office's JPM Position: Q1 2026 in Review

Boston Family Office increased its JPMorgan Chase (JPM) stake by 3.9% in Q1 2026, buying an estimated $527K and bringing the position to 46,693 shares worth $13.7M. The position accounts for 0.91% of the portfolio, ranked #36.

Boston Family Office first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.5M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Boston Family Office held 46,693 shares of JPMorgan Chase worth $13.7M as of Q1 2026.
Boston Family Office bought 1,735 JPMorgan Chase shares in Q1 2026, an estimated $527K.
JPMorgan Chase made up 0.91% of Boston Family Office's portfolio in Q1 2026, its #36 holding.
Boston Family Office first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Boston Family Office's JPMorgan Chase position peaked at $14.5M in Q3 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.