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Livermore
Livermore
ZHEN

Boit C F David

SEC CIK
0001308331
Latest filing
Jul 30, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Boit C F David, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
14,551
Value
$4.76M
% of portfolio
2.0%
Quarters held
20
Since Q2 2021
Holdings of JPM by Boit C F David, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,551$4.76M2.0%00.0%UnchangedHolders
Q1 202614,551$4.28M1.9%−200−1.4%ReducedHolders
Q4 202514,751$4.86M2.1%00.0%UnchangedHolders
Q3 202514,751$4.65M2.1%00.0%UnchangedHolders
Q2 202514,751$4.28M2.1%00.0%UnchangedHolders
Q1 202514,751$3.62M1.8%−300−2.0%ReducedHolders
Q4 202415,051$3.61M1.8%00.0%UnchangedHolders
Q3 202415,051$3.12M1.5%00.0%UnchangedHolders
Q2 202415,051$3.04M1.6%−1,578−9.5%ReducedHolders
Q1 202416,629$3.19M1.7%00.0%UnchangedHolders
Q4 202316,629$2.85M1.6%+2,492+17.6%AddedHolders
Q3 202314,137$2.03M1.4%00.0%UnchangedHolders
Q2 202314,137$2.06M1.4%00.0%UnchangedHolders
Q1 202314,137$2.00M1.4%00.0%UnchangedHolders
Q4 202214,137$1.90M1.4%00.0%UnchangedHolders
Q3 202214,137$1.48M1.2%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 202214,137$1.93M1.3%−1,192−7.8%ReducedHolders
Q4 202115,329$2.43M1.5%00.0%UnchangedHolders
Q3 202115,329$2.56M1.8%00.0%UnchangedHolders
Q2 202115,329$2.38M1.8%–No prior filingHolders