SEC 13F Intelligence

Boston Family Office LLC / JPM

Boston Family Office LLC’s Jpmorgan Chase & Co Position

Does Boston Family Office LLC own Jpmorgan Chase & Co (JPM)? Yes — 46.7K shares worth $14M (+0.91% of its 13F portfolio) as of Q1 2026, up from 45.0K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
46.7K
% of Portfolio
+0.91%
Quarters Held
29
currently held

Position History JPM

Reported value by quarter
Q1 ’19: $5MQ1 ’19Q2 ’19: $7MQ3 ’19: $7MQ4 ’19: $8MQ1 ’20: $5MQ1 ’20Q2 ’20: $6MQ3 ’20: $6MQ4 ’20: $8MQ1 ’21: $10MQ1 ’21Q2 ’21: $10MQ3 ’21: $10MQ4 ’21: $10MQ1 ’22: $9MQ1 ’22Q2 ’22: $8MQ3 ’22: $7MQ4 ’22: $9MQ1 ’23: $8MQ1 ’23Q2 ’23: $9MQ3 ’23: $7MQ4 ’23: $8MQ1 ’24: $9MQ1 ’24Q2 ’24: $9MQ3 ’24: $10MQ4 ’24: $11MQ1 ’25: $12MQ1 ’25Q2 ’25: $13MQ3 ’25: $14MQ4 ’25: $14MQ1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.7K$14M+0.91%
Q4 202545.0K$14M+0.92%
Q3 202546.0K$14M+0.92%
Q2 202546.2K$13M+0.89%
Q1 202546.9K$12M+0.82%
Q4 202447.4K$11M+0.78%
Q3 202447.6K$10M+0.68%
Q2 202446.4K$9M+0.68%
Q1 202447.4K$9M+0.68%
Q4 202349.0K$8M+0.63%
Q3 202350.3K$7M+0.60%
Q2 202363.4K$9M+0.71%
Q1 202363.4K$8M+0.66%
Q4 202270.6K$9M+0.79%
Q3 202270.3K$7M+0.65%
Q2 202268.0K$8M+0.64%
Q1 202263.7K$9M+0.62%
Q4 202163.6K$10M+0.65%
Q3 202163.4K$10M+0.75%
Q2 202163.6K$10M+0.71%
Q1 202163.7K$10M+0.73%
Q4 202064.1K$8M+0.63%
Q3 202065.9K$6M+0.58%
Q2 202065.7K$6M+0.60%
Q1 202056.1K$5M+0.60%
Q4 201957.0K$8M+0.76%
Q3 201957.0K$7M+0.70%
Q2 201958.3K$7M+0.68%
Q1 201944.9K$5M+0.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boston Family Office LLC’s full portfolio or all institutional holders of JPM.