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 Q2	$1.28M	Hold	3,900	–	–	0.65%	22
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bosun Asset Management's JPM Position: Q2 2026 in Review

Bosun Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,900 shares worth $1.28M. The position accounts for 0.65% of the portfolio, ranked #22.

Bosun Asset Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.18M in Q4 2021. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Bosun Asset Management held 3,900 shares of JPMorgan Chase worth $1.28M as of Q2 2026.
Bosun Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.65% of Bosun Asset Management's portfolio in Q2 2026, its #22 holding.
Bosun Asset Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Bosun Asset Management's JPMorgan Chase position peaked at $4.18M in Q4 2021.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bosun Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.