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Bosun Asset Management’s JPMorgan Chase JPM Stock Holding History

Bosun 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
Q1 		$1.15M Hold
3,900
– – 0.62% 23
2025
Q4 		$1.26M Buy
3,900
+2,000
+105% +$619K 0.61% 20
2025
Q3 		$599K Hold
1,900
– – 0.31% 32
2025
Q2 		$551K Sell
1,900
-341
-15% -$87K 0.16% 126
2025
Q1 		$550K Buy
2,241
+241
+12% +$61.4K 0.24% 111
2024
Q4 		$479K Sell
2,000
-1,172
-37% -$273K 0.21% 125
2024
Q3 		$669K Sell
3,172
-28
-0.9% -$5.9K 0.32% 92
2024
Q2 		$647K Sell
3,200
-40
-1% -$7.82K 0.38% 71
2024
Q1 		$649K Sell
3,240
-160
-5% -$28.9K 0.37% 89
2023
Q4 		$578K Buy
3,400
+738
+28% +$112K 0.58% 51
2023
Q3 		$386K Sell
2,662
-492
-16% -$73.8K 0.42% 57
2023
Q2 		$459K Sell
3,154
-2,598
-45% -$357K 0.45% 54
2023
Q1 		$750K Buy
5,752
+52
+0.9% +$7.13K 0.86% 29
2022
Q4 		$764K Buy
5,700
+2,434
+75% +$308K 1.08% 19
2022
Q3 		$341K Sell
3,266
-2,133
-40% -$245K 0.53% 35
2022
Q2 		$608K Sell
5,399
-21,032
-80% -$2.61M 0.84% 27
2022
Q1 		$3.6M Buy
26,431
+9
+0% +$1.33K 3.79% 8
2021
Q4 		$4.18M Buy
+26,422
New +$4.34M 3.8% 5

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bosun Asset Management's JPM Position: Q1 2026 in Review

Bosun Asset Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 3,900 shares worth $1.15M. The position accounts for 0.62% of the portfolio, ranked #23.

Bosun Asset Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.18M in Q4 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Bosun Asset Management held 3,900 shares of JPMorgan Chase worth $1.15M as of Q1 2026.
  • Bosun Asset Management left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.62% of Bosun Asset Management's portfolio in Q1 2026, its #23 holding.
  • Bosun Asset Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Bosun Asset Management's JPMorgan Chase position peaked at $4.18M in Q4 2021.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bosun Asset Management's 13F filing for Q1 2026, filed 11 May 2026.