A detailed history of Bos Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bos Asset Management, LLC holds 10,296 shares of JPM stock, worth $2.1 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
10,296
Previous 5,156 99.69%
Holding current value
$2.1 Million
Previous $1.03 Billion 101.65%
% of portfolio
0.96%
Previous 0.54%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $925,611 - $1.05 Million
5,140 Added 99.69%
10,296 $2.08 Billion
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $1,169 - $1,402
7 Added 0.14%
5,156 $1.03 Billion
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $151,022 - $189,543
-1,113 Reduced 17.77%
5,149 $876 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $1,002 - $1,106
7 Added 0.11%
6,262 $908 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $25,366 - $28,942
199 Added 3.29%
6,255 $910 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $21,109 - $24,302
169 Added 2.87%
6,056 $789 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $600,238 - $811,464
5,887 New
5,887 $789 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $599B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Bos Asset Management, LLC Portfolio

Follow Bos Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bos Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bos Asset Management, LLC with notifications on news.