JP Morgan Chase
BOX icon

JP Morgan Chase’s Box BOX Stock Holding History

JP Morgan Chase’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,400
Closed -$39.6K – 7358
2024
Q1 		$39.6K Sell
1,400
-4,100
-75% -$110K ﹤0.01% 6020
2023
Q4 		$141K Hold
5,500
– – ﹤0.01% 5579
2023
Q3 		$133K Hold
5,500
– – ﹤0.01% 5318
2023
Q2 		$162K Buy
+5,500
New +$152K ﹤0.01% 5202
2021
Q2 		– Sell
-635,800
Closed -$14.6M – 6350
2021
Q1 		$14.6M Buy
635,800
+535,800
+536% +$10.4M ﹤0.01% 2011
2020
Q4 		$1.8M Buy
+100,000
New +$1.74M ﹤0.01% 3552

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase's BOX Position: Q1 2026 in Review

JP Morgan Chase reduced its Box (BOX) stake by 3% in Q1 2026, selling an estimated $1.29M and leaving 1,653,223 shares worth $38.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

JP Morgan Chase first reported a position in BOX in Q3 2015 and has held it in 43 quarters since. The position peaked at $127M in Q2 2025. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • JP Morgan Chase held 1,653,223 shares of Box worth $38.6M as of Q1 2026.
  • JP Morgan Chase sold 51,116 Box shares in Q1 2026, an estimated $1.29M.
  • Box made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1563 holding.
  • JP Morgan Chase first reported a position in Box in Q3 2015 and has held it in 43 quarters since.
  • JP Morgan Chase's Box position peaked at $127M in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.