Boltwood Capital Management

Position in JPM — Jpmorgan Chase & Co

CIK 1563690 WALNUT CREEK, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$5,546,279

+$550,854 QoQ

Shares Held

16,944

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.58%

of 13F equity value

Holder Rank

#2,006

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

Boltwood Capital Management holds $8,924,431 across 6 Banks - Diversified names. JPM ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	16,944	$5,546,279
2	WFC	Wells Fargo & Company/Mn	17,160	$1,418,102
3	C	Citigroup Inc	5,834	$816,526
4	BMO	Bank Of Montreal /Can/	4,400	$777,480
5	BAC	Bank Of America Corp /De/	3,760	$214,244
6	SAN	Banco Santander, S.A.	11,000	$151,800

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,546,279	16,944	-0.2%	Shares	Sole	2026-07-06
2026-03-31	$4,995,425	16,982	+0.8%	Shares	Sole	2026-04-08
2025-12-31	$5,430,051	16,852	-0.6%	Shares	Sole	2026-01-02
2025-09-30	$5,346,853	16,951	+0.2%	Shares	Sole	2025-10-06
2025-06-30	$4,903,247	16,913	+2.9%	Shares	Sole	2025-07-08
2025-03-31	$4,031,505	16,435	+13.7%	Shares	Sole	2025-04-10
2024-12-31	$3,463,809	14,450	+0.3%	Shares	Sole	2025-01-06
2024-09-30	$3,038,492	14,410	+0.1%	Shares	Sole	2024-10-02
2024-06-30	$2,910,723	14,391	-7.3%	Shares	Sole	2024-07-08
2024-03-31	$3,107,854	15,516	-2.2%	Shares	Sole	2024-04-04
2023-12-31	$2,699,657	15,871	-1.6%	Shares	Sole	2024-01-05
2023-09-30	$2,339,027	16,129	-3.2%	Shares	Sole	2023-10-10
2023-06-30	$2,422,884	16,659	-0.0%	Shares	Sole	2023-07-06
2023-03-31	$2,171,094	16,661	+1.1%	Shares	Sole	2023-04-04
2022-12-31	$2,209,163	16,474	-1.8%	Shares	Sole	2023-01-06
2022-09-30	$1,752,569	16,771	-3.5%	Shares	Sole	2022-10-04
2022-06-30	$1,957,950	17,387	-0.9%	Shares	Sole	2022-07-07
2022-03-31	$2,392,007	17,547	-3.3%	Shares	Sole	2022-04-20
2021-12-31	$2,872,152	18,138	-0.7%	Shares	Sole	2022-01-10
2021-09-30	$2,990,288	18,268	-0.0%	Shares	Sole	2021-10-08
2021-06-30	$2,841,715	18,270	-0.8%	Shares	Sole	2021-07-06
2021-03-31	$2,803,010	18,413	-7.4%	Shares	Sole	2021-04-05
2020-12-31	$2,525,897	19,878	-0.4%	Shares	Sole	2021-01-04
2020-09-30	$1,920,875	19,953	-0.1%	Shares	Sole	2020-10-05
2020-06-30	$1,877,719	19,963	-3.4%	Shares	Sole	2020-07-02
2020-03-31	$1,859,659	20,656	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.