BOS Asset Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1965814 SPRINGFIELD, IL

Position in JPM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$4,710,933

+$430,905 QoQ

Shares Held

14,392

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.44%

of 13F equity value

Holder Rank

#2,158

of 5,058 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BOS Asset Management, LLC holds $5,869,824 across 3 Banks - Diversified names. JPM ranks #1 (80.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	14,392	$4,710,933
2	C	Citigroup Inc	4,415	$617,923
3	BAC	Bank Of America Corp /De/	9,494	$540,968

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,710,933	14,392	-1.1%	Shares	Sole	2026-07-13
2026-03-31	$4,280,028	14,550	+1.9%	Shares	Sole	2026-04-08
2025-12-31	$4,601,946	14,282	+0.3%	Shares	Sole	2026-01-09
2025-09-30	$4,492,354	14,242	+3.2%	Shares	Sole	2025-10-21
2025-06-30	$4,000,468	13,799	+6.9%	Shares	Sole	2025-07-16
2025-03-31	$3,166,332	12,908	+10.1%	Shares	Sole	2025-05-22
2024-12-31	$2,810,839	11,726	+2.6%	Shares	Sole	2025-02-13
2024-09-30	$2,410,340	11,431	+11.0%	Shares	Sole	2024-10-16
2024-06-30	$2,082,468	10,296	+99.7%	Shares	Sole	2024-07-30
2024-03-31	$1,032,746	5,156	+0.1%	Shares	Sole	2024-05-07
2023-12-31	$875,844	5,149	-17.8%	Shares	Sole	2024-02-15
2023-09-30	$908,115	6,262	+0.1%	Shares	Sole	2023-11-14
2023-06-30	$909,727	6,255	+3.3%	Shares	Sole	2023-08-14
2023-03-31	$789,157	6,056	+2.9%	Shares	Sole	2023-05-15
2022-12-31	$789,446	5,887	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.