Boyar Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.8M | Buy |
46,944
+284
| +0.6% | +$86.2K | 7.86% | 2 |
|
|
2025
Q4 | $15M | Sell |
46,660
-3,171
| -6% | -$982K | 9.53% | 2 |
|
|
2025
Q3 | $15.7M | Sell |
49,831
-975
| -2% | -$290K | 9.95% | 2 |
|
|
2025
Q2 | $14.7M | Sell |
50,806
-162
| -0.3% | -$41.3K | 9.64% | 2 |
|
|
2025
Q1 | $12.5M | Sell |
50,968
-3,665
| -7% | -$934K | 9.07% | 2 |
|
|
2024
Q4 | $13.1M | Sell |
54,633
-1,313
| -2% | -$306K | 8.64% | 2 |
|
|
2024
Q3 | $11.8M | Sell |
55,946
-98
| -0.2% | -$20.6K | 7.6% | 2 |
|
|
2024
Q2 | $11.3M | Sell |
56,044
-2,039
| -4% | -$399K | 7.78% | 2 |
|
|
2024
Q1 | $11.6M | Buy |
58,083
+4,372
| +8% | +$789K | 7.59% | 2 |
|
|
2023
Q4 | $9.14M | Sell |
53,711
-3,269
| -6% | -$495K | 6.86% | 2 |
|
|
2023
Q3 | $8.26M | Sell |
56,980
-998
| -2% | -$150K | 6.49% | 4 |
|
|
2023
Q2 | $8.43M | Sell |
57,978
-137
| -0.2% | -$18.8K | 6.24% | 4 |
|
|
2023
Q1 | $7.57M | Sell |
58,115
-71
| -0.1% | -$9.73K | 5.84% | 4 |
|
|
2022
Q4 | $7.8M | Sell |
58,186
-1,967
| -3% | -$249K | 6.36% | 4 |
|
|
2022
Q3 | $6.29M | Buy |
60,153
+2,716
| +5% | +$312K | 5.18% | 4 |
|
|
2022
Q2 | $6.47M | Sell |
57,437
-4,216
| -7% | -$522K | 5.34% | 3 |
|
|
2022
Q1 | $8.4M | Buy |
61,653
+2,197
| +4% | +$324K | 5.4% | 3 |
|
|
2021
Q4 | $9.41M | Sell |
59,456
-300
| -0.5% | -$49.3K | 5.67% | 3 |
|
|
2021
Q3 | $9.78M | Sell |
59,756
-497
| -0.8% | -$77.9K | 6.44% | 3 |
|
|
2021
Q2 | $9.37M | Sell |
60,253
-58
| -0.1% | -$9.11K | 6.04% | 3 |
|
|
2021
Q1 | $9.18M | Sell |
60,311
-1,284
| -2% | -$185K | 6.21% | 3 |
|
|
2020
Q4 | $7.83M | Sell |
61,595
-3,742
| -6% | -$418K | 5.9% | 3 |
|
|
2020
Q3 | $6.29M | Buy |
65,337
+1,023
| +2% | +$100K | 5.28% | 3 |
|
|
2020
Q2 | $6.05M | Buy |
64,314
+206
| +0.3% | +$19.5K | 5.6% | 3 |
|
|
2020
Q1 | $5.77M | Buy |
64,108
+739
| +1% | +$89.8K | 6.46% | 3 |
|
|
2019
Q4 | $8.83M | Sell |
63,369
-2,045
| -3% | -$262K | 6.38% | 2 |
|
|
2019
Q3 | $7.7M | Buy |
65,414
+2
| +0% | +$226 | 5.84% | 3 |
|
|
2019
Q2 | $7.31M | Sell |
65,412
-700
| -1% | -$77.2K | 5.4% | 3 |
|
|
2019
Q1 | $6.69M | Buy |
66,112
+98
| +0.1% | +$10.1K | 5.03% | 3 |
|
|
2018
Q4 | $6.44M | Sell |
66,014
-3,227
| -5% | -$344K | 5.31% | 3 |
|
|
2018
Q3 | $7.81M | Hold |
69,241
| – | – | 5.32% | 3 |
|
|
2018
Q2 | $7.21M | Sell |
69,241
-347
| -0.5% | -$38.1K | 5.31% | 3 |
|
|
2018
Q1 | $7.65M | Sell |
69,588
-71
| -0.1% | -$8.04K | 5.56% | 3 |
|
|
2017
Q4 | $7.45M | Buy |
69,659
+274
| +0.4% | +$27.7K | 5.3% | 3 |
|
|
2017
Q3 | $6.63M | Sell |
69,385
-850
| -1% | -$78.4K | 4.95% | 3 |
|
|
2017
Q2 | $6.42M | Sell |
70,235
-1,075
| -2% | -$92.8K | 4.72% | 3 |
|
|
2017
Q1 | $6.26M | Buy |
71,310
+20,201
| +40% | +$1.78M | 4.61% | 3 |
|
|
2016
Q4 | $4.41M | Sell |
51,109
-21,717
| -30% | -$1.66M | 4.41% | 3 |
|
|
2016
Q3 | $4.85M | Sell |
72,826
-1,385
| -2% | -$90.3K | 3.83% | 5 |
|
|
2016
Q2 | $4.61M | Sell |
74,211
-1,057
| -1% | -$66K | 3.66% | 5 |
|
|
2016
Q1 | $4.46M | Buy |
75,268
+603
| +0.8% | +$35.2K | 3.5% | 5 |
|
|
2015
Q4 | $4.93M | Sell |
74,665
-40
| -0.1% | -$2.6K | 3.92% | 5 |
|
|
2015
Q3 | $4.55M | Sell |
74,705
-829
| -1% | -$54.3K | 3.87% | 5 |
|
|
2015
Q2 | $5.12M | Buy |
75,534
+705
| +0.9% | +$46K | 3.92% | 4 |
|
|
2015
Q1 | $4.53M | Sell |
74,829
-267
| -0.4% | -$15.8K | 3.47% | 6 |
|
|
2014
Q4 | $4.7M | Sell |
75,096
-1,750
| -2% | -$105K | 3.67% | 6 |
|
|
2014
Q3 | $4.63M | Buy |
76,846
+1,167
| +2% | +$68.2K | 3.57% | 5 |
|
|
2014
Q2 | $4.36M | Sell |
75,679
-1,200
| -2% | -$67.5K | 3.47% | 6 |
|
|
2014
Q1 | $4.67M | Sell |
76,879
-200
| -0.3% | -$11.6K | 3.8% | 5 |
|
|
2013
Q4 | $4.51M | Hold |
77,079
| – | – | 3.74% | 6 |
|
|
2013
Q3 | $3.98M | Sell |
77,079
-1,229
| -2% | -$65.9K | 3.82% | 5 |
|
|
2013
Q2 | $4.13M | Buy |
+78,308
| New | +$3.98M | 4.12% | 4 |
|
Other funds holding JPM
VCM
VPM
Boyar Asset Management's JPM Position: Q1 2026 in Review
Boyar Asset Management increased its JPMorgan Chase (JPM) stake by 0.61% in Q1 2026, buying an estimated $86.2K and bringing the position to 46,944 shares worth $13.8M. The position accounts for 7.86% of the portfolio, ranked #2.
Boyar Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.7M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Boyar Asset Management held 46,944 shares of JPMorgan Chase worth $13.8M as of Q1 2026.
- Boyar Asset Management bought 284 JPMorgan Chase shares in Q1 2026, an estimated $86.2K.
- JPMorgan Chase made up 7.86% of Boyar Asset Management's portfolio in Q1 2026, its #2 holding.
- Boyar Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Boyar Asset Management's JPMorgan Chase position peaked at $15.7M in Q3 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.