BOSTON FAMILY OFFICE LLC

Family Office

Position in JPM — Jpmorgan Chase & Co

CIK 1039807 BOSTON, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$15,010,699

+$1,275,487 QoQ

Shares Held

45,858

-1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#1,161

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BOSTON FAMILY OFFICE LLC holds $17,985,044 across 5 Banks - Diversified names. JPM ranks #1 (83.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	45,858	$15,010,699
2	BNY	Bank of New York Mellon Corp	12,888	$1,863,733
3	BAC	Bank Of America Corp /De/	10,309	$587,406
4	WFC	Wells Fargo & Company/Mn	3,548	$293,206
5	CM	Canadian Imperial Bank Of Commerce /Can/	2,000	$230,000

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,010,699	45,858	-1.8%	Shares	Sole	2026-08-12
2026-03-31	$13,735,212	46,693	+3.9%	Shares	Sole	2026-05-13
2025-12-31	$14,486,366	44,958	-2.2%	Shares	Sole	2026-02-13
2025-09-30	$14,497,793	45,962	-0.5%	Shares	Sole	2025-11-12
2025-06-30	$13,397,031	46,211	-1.5%	Shares	Sole	2025-08-13
2025-03-31	$11,513,646	46,937	-1.0%	Shares	Sole	2025-05-13
2024-12-31	$11,366,089	47,416	-0.4%	Shares	Sole	2025-02-12
2024-09-30	$10,039,888	47,614	+2.5%	Shares	Sole	2024-11-13
2024-06-30	$9,394,774	46,449	-2.0%	Shares	Sole	2024-08-12
2024-03-31	$9,493,018	47,394	-3.2%	Shares	Sole	2024-05-13
2023-12-31	$8,328,776	48,964	-2.6%	Shares	Sole	2024-02-12
2023-09-30	$7,290,590	50,273	-20.7%	Shares	Sole	2023-11-13
2023-06-30	$9,214,787	63,358	-0.1%	Shares	Sole	2023-08-14
2023-03-31	$8,263,608	63,415	-10.2%	Shares	Sole	2023-05-10
2022-12-31	$9,470,544	70,623	+0.5%	Shares	Sole	2023-02-07
2022-09-30	$7,346,977	70,306	+3.4%	Shares	Sole	2022-11-08
2022-06-30	$7,657,029	67,996	+6.7%	Shares	Sole	2022-08-11
2022-03-31	$8,688,082	63,733	+0.2%	Shares	Sole	2022-05-11
2021-12-31	$10,074,068	63,619	+0.4%	Shares	Sole	2022-02-14
2021-09-30	$10,371,725	63,362	-0.3%	Shares	Sole	2021-11-15
2021-06-30	$9,888,299	63,574	-0.1%	Shares	Sole	2021-08-12
2021-03-31	$9,690,809	63,659	-0.6%	Shares	Sole	2021-05-07
2020-12-31	$8,141,501	64,071	-2.7%	Shares	Sole	2021-02-16
2020-09-30	$6,339,572	65,852	+0.2%	Shares	Sole	2020-11-10
2020-06-30	$6,180,682	65,710	+17.1%	Shares	Sole	2020-08-06
2020-03-31	$5,050,412	56,097	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.