A detailed history of Boston Family Office LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Boston Family Office LLC holds 46,449 shares of JPM stock, worth $10.4 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
46,449
Previous 47,394 1.99%
Holding current value
$10.4 Million
Previous $9.49 Million 1.03%
% of portfolio
0.68%
Previous 0.68%

Shares

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

Aug 12, 2024

SELL
$180.08 - $204.79 $170,175 - $193,526
-945 Reduced 1.99%
46,449 $9.4 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $262,331 - $314,471
-1,570 Reduced 3.21%
47,394 $9.49 Million
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $177,618 - $222,922
-1,309 Reduced 2.6%
48,964 $8.33 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $1.87 Million - $2.07 Million
-13,085 Reduced 20.65%
50,273 $7.29 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $7,265 - $8,290
-57 Reduced 0.09%
63,358 $9.21 Million
Q1 2023

May 10, 2023

SELL
$124.91 - $143.8 $900,351 - $1.04 Million
-7,208 Reduced 10.21%
63,415 $8.26 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $32,321 - $43,695
317 Added 0.45%
70,623 $9.47 Million
Q3 2022

Nov 08, 2022

BUY
$20.73 - $120.58 $47,886 - $278,539
2,310 Added 3.4%
70,306 $7.35 Million
Q2 2022

Aug 11, 2022

BUY
$112.61 - $135.91 $480,056 - $579,384
4,263 Added 6.69%
67,996 $7.66 Million
Q1 2022

May 11, 2022

BUY
$128.3 - $168.44 $14,626 - $19,202
114 Added 0.18%
63,733 $8.69 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $39,562 - $44,147
257 Added 0.41%
63,619 $10.1 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $31,157 - $35,399
-212 Reduced 0.33%
63,362 $10.4 Million
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $12,526 - $14,147
-85 Reduced 0.13%
63,574 $9.89 Million
Q1 2021

May 07, 2021

SELL
$125.65 - $157.65 $51,767 - $64,951
-412 Reduced 0.64%
63,659 $9.69 Million
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $171,937 - $226,311
-1,781 Reduced 2.7%
64,071 $8.14 Million
Q3 2020

Nov 10, 2020

BUY
$91.28 - $103.82 $12,961 - $14,742
142 Added 0.22%
65,852 $6.34 Million
Q2 2020

Aug 06, 2020

BUY
$84.03 - $113.45 $807,780 - $1.09 Million
9,613 Added 17.14%
65,710 $6.18 Million
Q1 2020

May 11, 2020

SELL
$79.03 - $141.09 $73,339 - $130,931
-928 Reduced 1.63%
56,097 $5.05 Million
Q4 2019

Feb 05, 2020

BUY
$111.82 - $139.4 $335 - $418
3 Added 0.01%
57,025 $7.95 Million
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $138,231 - $158,583
-1,319 Reduced 2.26%
57,022 $6.71 Million
Q2 2019

Jul 30, 2019

BUY
$104.64 - $116.12 $1.41 Million - $1.56 Million
13,450 Added 29.96%
58,341 $6.52 Million
Q1 2019

May 09, 2019

BUY
$97.11 - $107.19 $38,358 - $42,340
395 Added 0.89%
44,891 $4.54 Million
Q4 2018

Feb 12, 2019

BUY
$92.14 - $115.32 $41,002 - $51,317
445 Added 1.01%
44,496 $4.34 Million
Q3 2018

Nov 01, 2018

BUY
$103.61 - $118.63 $42,480 - $48,638
410 Added 0.94%
44,051 $4.97 Million
Q2 2018

Jul 26, 2018

BUY
$103.24 - $114.29 $124,920 - $138,290
1,210 Added 2.85%
43,641 $4.55 Million
Q1 2018

Apr 30, 2018

SELL
$107.01 - $118.77 $206,208 - $228,869
-1,927 Reduced 4.34%
42,431 $4.67 Million
Q4 2017

Feb 06, 2018

BUY
$95.86 - $107.83 $306,272 - $344,516
3,195 Added 7.76%
44,358 $4.74 Million
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $3.64 Million - $3.93 Million
41,163
41,163 $3.93 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 $654B
  • 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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