Boston Financial Mangement LLC Jpmorgan Chase & CO Transaction History

Boston Financial Mangement LLC

  • $3.23 Billion
  • Q3 2024

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 77,695 shares of JPM stock, worth $18.6 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
77,695
Previous 76,996 0.91%
Holding current value
$18.6 Million
Previous $15.6 Million 5.16%
% of portfolio
0.51%
Previous 0.5%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$194.9 - $224.8 $136,235 - $157,135
699 Added 0.91%
77,695 $16.4 Million
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

# of Institutions
4,573
Shares Held
2.01B
Call Options Held
26M
Put Options Held
29M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $702B
  • 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 Boston Financial Mangement LLC Portfolio

Follow Boston Financial Mangement 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 Boston Financial Mangement LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Financial Mangement LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email