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Disclosery

BOS Asset Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOS Asset Management, LLC on JPM, newest first. How the timeline and the estimate are built.

BOS Asset Management, LLC held 14,450 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,450 shares
    Change vs previous 13F +58 shares

    1.12% of the 13F portfolio, value $4,780,604.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,392 shares
    Change vs previous 13F -158 shares

    1.09% of the 13F portfolio, value $4,710,803.

    13F-HR 0001965814-26-000003 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 14,550 shares
    Change vs previous 13F +268 shares

    1.09% of the 13F portfolio, value $4,280,014.

    13F-HR 0001965814-26-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 14,282 shares
    Change vs previous 13F +40 shares

    1.23% of the 13F portfolio, value $4,602,021.

    13F-HR 0001965814-26-000001 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 14,242 shares
    Change vs previous 13F +443 shares

    1.27% of the 13F portfolio, value $4,492,243.

    13F-HR 0001965814-25-000009 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 13,799 shares
    Change vs previous 13F +891 shares

    1.28% of the 13F portfolio, value $4,000,556.

    13F-HR 0001965814-25-000007 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 12,908 shares
    Change vs previous 13F +1,182 shares

    1.09% of the 13F portfolio, value $3,166,286.

    13F-HR 0001965814-25-000006 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 11,726 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,810,775.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).