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JPMorgan Chase & Co. shares owned by BOS Asset Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by BOS Asset Management from 13F filings

Historical chart of BOS Asset Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by BOS Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by BOS Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $876k 5.1k 170.08
2023-09-30 $908k 6.3k 145.03
2023-06-30 $910k 6.3k 145.44
2023-03-31 $789k 6.1k 130.32
2022-12-31 $789k 5.9k 134.09

More positions owned by BOS Asset Management

Ab Active Etfs Ultra Short Incm (YEAR)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Eli Lilly & Co. (LLY)
Us Bancorp Del Com New (USB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Energy (XLE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Vanguard World Fds Utilities Etf (VPU)

View all positions for BOS Asset Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.