JP Morgan Chase’s Boxed, Inc. BOXD Stock Holding History

JP Morgan Chase’s Portfolio BOXD Stock Details BOXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-863,303	Closed	-$165K	–	7563
2023 Q1	$165K	Buy	863,303 +6,096	+0.7%	+$2.74K	﹤0.01%	5166
2022 Q4	$167K	Buy	857,207 +376,035	+78%	+$192K	﹤0.01%	5124
2022 Q3	$444K	Buy	481,172 +43,641	+10%	+$63.7K	﹤0.01%	4536
2022 Q2	$810K	Buy	437,531 +430,266	+5,922%	+$3.32M	﹤0.01%	4247
2022 Q1	$74K	Sell	7,265 -25	-0.3%	-$254	﹤0.01%	5637
2021 Q4	$100K	Buy	+7,290	New	+$83.8K	﹤0.01%	5684

Other funds holding BOXD

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

JP Morgan Chase's BOXD Position: Q2 2023 in Review

JP Morgan Chase sold out of Boxed, Inc. (BOXD) in Q2 2023, closing a stake of 863,303 shares — an estimated $165K sold.

JP Morgan Chase first reported a position in BOXD in Q4 2021 and held it in 6 quarters. The position peaked at $810K in Q2 2022. 6 funds tracked by Wall St. Rank hold BOXD as of Q2 2023.

JP Morgan Chase reported no remaining Boxed, Inc. position as of Q2 2023 after selling out during the quarter.
JP Morgan Chase sold 863,303 Boxed, Inc. shares in Q2 2023, an estimated $165K.
JP Morgan Chase first reported a position in Boxed, Inc. in Q4 2021 and held it in 6 quarters.
JP Morgan Chase's Boxed, Inc. position peaked at $810K in Q2 2022.
6 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.