A detailed history of Boston Financial Mangement LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Boston Financial Mangement LLC holds 76,996 shares of JPM stock, worth $16.2 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
76,996
Previous 74,993 2.67%
Holding current value
$16.2 Million
Previous $15 Million 3.67%
% of portfolio
0.5%
Previous 0.48%

Shares

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

Jul 29, 2024

BUY
$180.08 - $204.79 $360,700 - $410,194
2,003 Added 2.67%
76,996 $15.6 Million
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $111,783 - $134,000
669 Added 0.9%
74,993 $15 Million
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $395,264 - $496,083
2,913 Added 4.08%
74,324 $12.6 Million
Q3 2023

Nov 09, 2023

SELL
$143.21 - $158.0 $186,889 - $206,190
-1,305 Reduced 1.79%
71,411 $10.4 Million
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $511,919 - $584,087
4,016 Added 5.85%
72,716 $10.6 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $482,902 - $555,930
3,866 Added 5.96%
68,700 $8.95 Million
Q4 2022

Jan 27, 2023

BUY
$101.96 - $137.84 $505,415 - $683,272
4,957 Added 8.28%
64,834 $0
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $603,284 - $3.51 Million
29,102 Added 94.56%
59,877 $6.26 Million
Q2 2022

Aug 08, 2022

BUY
$112.61 - $135.91 $518,231 - $625,457
4,602 Added 17.58%
30,775 $3.47 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $530,648 - $696,667
4,136 Added 18.77%
26,173 $3.57 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $48,337 - $53,938
314 Added 1.45%
22,037 $3.49 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $396,378 - $450,345
2,697 Added 14.18%
21,723 $3.56 Million
Q2 2021

Aug 03, 2021

BUY
$147.37 - $166.44 $13,558 - $15,312
92 Added 0.49%
19,026 $2.96 Million
Q4 2020

Feb 10, 2021

SELL
$96.54 - $127.07 $548,829 - $722,392
-5,685 Reduced 23.09%
18,934 $2.41 Million
Q3 2020

Nov 12, 2020

SELL
$91.28 - $103.82 $2.83 Million - $3.22 Million
-31,015 Reduced 55.75%
24,619 $2.37 Million
Q2 2020

Aug 10, 2020

SELL
$84.03 - $113.45 $7,898 - $10,664
-94 Reduced 0.17%
55,634 $5.23 Million
Q1 2020

May 05, 2020

SELL
$79.03 - $141.09 $19.1 Million - $34.1 Million
-241,694 Reduced 81.26%
55,728 $5.02 Million
Q4 2019

Feb 05, 2020

SELL
$111.82 - $139.4 $540,761 - $674,138
-4,836 Reduced 1.6%
297,422 $41.5 Million
Q3 2019

Nov 08, 2019

SELL
$104.8 - $120.23 $469,084 - $538,149
-4,476 Reduced 1.46%
302,258 $35.6 Million
Q2 2019

Jul 24, 2019

SELL
$104.64 - $116.12 $471,612 - $523,352
-4,507 Reduced 1.45%
306,734 $34.3 Million
Q1 2019

Apr 25, 2019

BUY
$97.11 - $107.19 $435,635 - $480,854
4,486 Added 1.46%
311,241 $31.5 Million
Q4 2018

Jan 31, 2019

BUY
$92.14 - $115.32 $1.25 Million - $1.57 Million
13,616 Added 4.64%
306,755 $29.9 Million
Q3 2018

Nov 02, 2018

BUY
$103.61 - $118.63 $2.3 Million - $2.63 Million
22,185 Added 8.19%
293,139 $33.1 Million
Q2 2018

Aug 03, 2018

SELL
$103.24 - $114.29 $482,750 - $534,420
-4,676 Reduced 1.7%
270,954 $28.2 Million
Q1 2018

Apr 25, 2018

SELL
$107.01 - $118.77 $436,493 - $484,462
-4,079 Reduced 1.46%
275,630 $30.3 Million
Q4 2017

Feb 05, 2018

BUY
$95.86 - $107.83 $261,697 - $294,375
2,730 Added 0.99%
279,709 $29.9 Million
Q3 2017

Oct 30, 2017

BUY
$88.42 - $95.51 $24.5 Million - $26.5 Million
276,979
276,979 $26.5 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 $617B
  • 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
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