Kohmann Bosshard Financial Services’s JPMorgan Chase JPM Stock Holding History

Kohmann Bosshard Financial Services’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	$1.61M	Sell	4,915 -67	-1%	-$20.8K	0.14%	61
2026 Q1	$1.47M	Buy	4,982 +10	+0.2%	+$3.04K	0.14%	63
2025 Q4	$1.6M	Buy	4,972 +14	+0.3%	+$4.33K	0.14%	67
2025 Q3	$1.56M	Buy	4,958 +348	+8%	+$104K	0.16%	65
2025 Q2	$1.34M	Buy	4,610 +5	+0.1%	+$1.28K	0.15%	61
2025 Q1	$1.13M	Buy	4,605 +343	+8%	+$87.4K	0.13%	73
2024 Q4	$1.02M	Sell	4,262 -413	-9%	-$96.2K	0.12%	77
2024 Q3	$986K	Buy	4,675 +226	+5%	+$47.6K	0.12%	77
2024 Q2	$900K	Buy	4,449 +62	+1%	+$12.1K	0.12%	77
2024 Q1	$879K	Buy	4,387 +400	+10%	+$72.2K	0.12%	82
2023 Q4	$678K	Buy	3,987 +319	+9%	+$48.3K	0.1%	90
2023 Q3	$532K	Sell	3,668 -26	-0.7%	-$3.9K	0.09%	97
2023 Q2	$537K	Hold	3,694	–	–	0.09%	95
2023 Q1	$481K	Hold	3,694	–	–	0.09%	88
2022 Q4	$495K	Buy	3,694 +200	+6%	+$25.3K	0.1%	87
2022 Q3	$365K	Hold	3,494	–	–	0.08%	92
2022 Q2	$393K	Hold	3,494	–	–	0.09%	90
2022 Q1	$476K	Buy	3,494 +1,470	+73%	+$217K	0.09%	81
2021 Q4	$321K	Buy	2,024 +10	+0.5%	+$1.64K	0.06%	87
2021 Q3	$330K	Hold	2,014	–	–	0.07%	82
2021 Q2	$313K	Sell	2,014 -29	-1%	-$4.55K	0.07%	85
2021 Q1	$311K	Hold	2,043	–	–	0.08%	84
2020 Q4	$260K	Buy	+2,043	New	+$228K	0.08%	87
2020 Q3	–	Sell	-2,182	Closed	-$206K	–	113
2020 Q2	$206K	Buy	2,182 +32	+1%	+$3.04K	0.08%	90
2020 Q1	$194K	Buy	2,150 +850	+65%	+$103K	0.09%	81
2019 Q4	$181K	Hold	1,300	–	–	0.07%	84
2019 Q3	$153K	Hold	1,300	–	–	0.06%	87
2019 Q2	$145K	Buy	1,300 +300	+30%	+$33.1K	0.06%	93
2019 Q1	$101K	Sell	1,000 -170	-15%	-$17.5K	0.05%	101
2018 Q4	$114K	Buy	1,170 +81	+7%	+$8.63K	0.06%	93
2018 Q3	$123K	Sell	1,089 -62	-5%	-$7.04K	0.06%	85
2018 Q2	$120K	Buy	1,151 +87	+8%	+$9.54K	0.07%	84
2018 Q1	$117K	Hold	1,064	–	–	0.07%	82
2017 Q4	$114K	Hold	1,064	–	–	0.07%	82
2017 Q3	$102K	Buy	+1,064	New	+$98.1K	0.07%	80

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Kohmann Bosshard Financial Services's JPM Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $20.8K and leaving 4,915 shares worth $1.61M. The position accounts for 0.14% of the portfolio, ranked #61.

Kohmann Bosshard Financial Services first reported a position in JPM in Q3 2017 and has held it in 35 quarters since. 1,902 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Kohmann Bosshard Financial Services held 4,915 shares of JPMorgan Chase worth $1.61M as of Q2 2026.
Kohmann Bosshard Financial Services sold 67 JPMorgan Chase shares in Q2 2026, an estimated $20.8K.
JPMorgan Chase made up 0.14% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #61 holding.
Kohmann Bosshard Financial Services first reported a position in JPMorgan Chase in Q3 2017 and has held it in 35 quarters since.
1,902 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.