JP Morgan Chase’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36M	Buy	306,987 +299,094	+3,789%	+$34.9M	﹤0.01%	1727
2026 Q1	$917K	Sell	7,893 -966	-11%	-$112K	﹤0.01%	4660
2025 Q4	$1.02M	Sell	8,859 -441	-5%	-$50.5K	﹤0.01%	4598
2025 Q3	$1.06M	Sell	9,300 -7,539	-45%	-$854K	﹤0.01%	4544
2025 Q2	$1.9M	Buy	16,839 +11,921	+242%	+$1.34M	﹤0.01%	3954
2025 Q1	$548K	Sell	4,918 -913	-16%	-$101K	﹤0.01%	4704
2024 Q4	$643K	Buy	+5,831	New	+$639K	﹤0.01%	4910

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

JP Morgan Chase's BOXX Position: Q2 2026 in Review

JP Morgan Chase increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 3,789% in Q2 2026, buying an estimated $34.9M and bringing the position to 306,987 shares worth $36M. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

JP Morgan Chase first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

JP Morgan Chase held 306,987 shares of Alpha Architect 1-3 Month Box ETF worth $36M as of Q2 2026.
JP Morgan Chase bought 299,094 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $34.9M.
Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1727 holding.
JP Morgan Chase first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.