Boston Research & Management’s JPMorgan Chase JPM Stock Holding History

Boston Research & 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 Q1	$9.52M	Sell	32,363 -692	-2%	-$210K	2.26%	8
2025 Q4	$10.7M	Sell	33,055 -1,479	-4%	-$458K	2.46%	8
2025 Q3	$10.9M	Sell	34,534 -554	-2%	-$165K	2.4%	8
2025 Q2	$10.2M	Sell	35,088 -542	-2%	-$138K	2.43%	6
2025 Q1	$8.74M	Sell	35,630 -1,280	-3%	-$326K	2.17%	10
2024 Q4	$8.85M	Sell	36,910 -222	-0.6%	-$51.7K	2.17%	10
2024 Q3	$7.83M	Buy	37,132 +12	+0%	+$2.53K	1.84%	14
2024 Q2	$7.51M	Sell	37,120 -569	-2%	-$111K	1.9%	13
2024 Q1	$7.55M	Sell	37,689 -392	-1%	-$70.7K	1.87%	15
2023 Q4	$6.48M	Buy	38,081 +636	+2%	+$96.4K	1.72%	19
2023 Q3	$5.43M	Buy	37,445 +143	+0.4%	+$21.4K	1.61%	21
2023 Q2	$5.42M	Buy	37,302 +311	+0.8%	+$42.8K	1.54%	21
2023 Q1	$4.82M	Buy	36,991 +890	+2%	+$122K	1.44%	27
2022 Q4	$4.84M	Sell	36,101 -1,417	-4%	-$180K	1.5%	27
2022 Q3	$3.92M	Buy	37,518 +3,295	+10%	+$378K	1.34%	35
2022 Q2	$3.85M	Buy	34,223 +1,280	+4%	+$159K	1.25%	38
2022 Q1	$4.49M	Buy	32,943 +8,085	+33%	+$1.19M	1.3%	33
2021 Q4	$3.94M	Buy	24,858 +15	+0.1%	+$2.46K	1.07%	40
2021 Q3	$4.07M	Buy	24,843 +155	+0.6%	+$24.3K	1.21%	36
2021 Q2	$3.84M	Buy	24,688 +210	+0.9%	+$33K	1.16%	36
2021 Q1	$3.73M	Buy	24,478 +250	+1%	+$36K	1.2%	37
2020 Q4	$3.08M	Buy	24,228 +6,204	+34%	+$693K	1.07%	37
2020 Q3	$1.74M	Buy	18,024 +9,898	+122%	+$972K	0.68%	51
2020 Q2	$764K	Hold	8,126	–	–	0.32%	64
2020 Q1	$731K	Sell	8,126 -437	-5%	-$53.1K	0.37%	59
2019 Q4	$1.19M	Sell	8,563 -290	-3%	-$37.2K	0.45%	58
2019 Q3	$1.04M	Hold	8,853	–	–	0.41%	59
2019 Q2	$989K	Hold	8,853	–	–	0.4%	59
2019 Q1	$896K	Hold	8,853	–	–	0.37%	61
2018 Q4	$864K	Hold	8,853	–	–	0.41%	60
2018 Q3	$998K	Sell	8,853 -670	-7%	-$76.1K	0.46%	60
2018 Q2	$992K	Buy	9,523 +670	+8%	+$73.5K	0.49%	61
2018 Q1	$973K	Hold	8,853	–	–	0.5%	58
2017 Q4	$946K	Sell	8,853 -100	-1%	-$10.1K	0.47%	57
2017 Q3	$855K	Buy	8,953 +252	+3%	+$23.2K	0.44%	59
2017 Q2	$795K	Hold	8,701	–	–	0.43%	59
2017 Q1	$764K	Sell	8,701 -315	-3%	-$27.8K	0.42%	62
2016 Q4	$777K	Hold	9,016	–	–	0.44%	59
2016 Q3	$600K	Buy	9,016 +1,480	+20%	+$96.5K	0.35%	67
2016 Q2	$468K	Hold	7,536	–	–	0.28%	71
2016 Q1	$446K	Hold	7,536	–	–	0.28%	72
2015 Q4	$497K	Hold	7,536	–	–	0.31%	71
2015 Q3	$459K	Hold	7,536	–	–	0.3%	75
2015 Q2	$510K	Sell	7,536 -45	-0.6%	-$2.94K	0.32%	72
2015 Q1	$459K	Hold	7,581	–	–	0.29%	73
2014 Q4	$474K	Hold	7,581	–	–	0.3%	74
2014 Q3	$456K	Hold	7,581	–	–	0.31%	73
2014 Q2	$436K	Buy	7,581 +165	+2%	+$9.28K	0.3%	69
2014 Q1	$450K	Buy	7,416 +150	+2%	+$8.67K	0.33%	68
2013 Q4	$424K	Sell	7,266 -600	-8%	-$32.9K	0.33%	66
2013 Q3	$406K	Hold	7,866	–	–	0.34%	66
2013 Q2	$415K	Buy	+7,866	New	+$400K	0.37%	66

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 Research & Management's JPM Position: Q1 2026 in Review

Boston Research & Management reduced its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, selling an estimated $210K and leaving 32,363 shares worth $9.52M. The position accounts for 2.26% of the portfolio, ranked #8.

Boston Research & Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.9M in Q3 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Boston Research & Management held 32,363 shares of JPMorgan Chase worth $9.52M as of Q1 2026.
Boston Research & Management sold 692 JPMorgan Chase shares in Q1 2026, an estimated $210K.
JPMorgan Chase made up 2.26% of Boston Research & Management's portfolio in Q1 2026, its #8 holding.
Boston Research & Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Boston Research & Management's JPMorgan Chase position peaked at $10.9M in Q3 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.