JPMorgan Chase & Co. shares owned by B.O.S.S. Retirement Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by B.O.S.S. Retirement Advisors
from 13F filings
Historical chart of B.O.S.S. Retirement Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by B.O.S.S. Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by B.O.S.S. Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $571k | 1.8k | 315.36 |
| 2025-06-30 | $498k | 1.7k | 289.95 |
| 2025-03-31 | $345k | 1.4k | 245.22 |
| 2024-12-31 | $341k | 1.4k | 239.68 |
| 2024-09-30 | $5.8M | 28k | 210.88 |
| 2024-06-30 | $8.5M | 42k | 202.27 |
| 2024-03-31 | $4.6M | 27k | 170.10 |
| 2023-12-31 | $4.8M | 28k | 170.10 |
| 2023-09-30 | $3.6M | 25k | 145.02 |
| 2023-06-30 | $3.3M | 23k | 145.44 |
| 2023-03-31 | $528k | 4.0k | 130.31 |
| 2022-12-31 | $384k | 2.9k | 134.18 |
More positions owned by B.O.S.S. Retirement Advisors
View all positions for B.O.S.S. Retirement Advisors