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BOSTON FINANCIAL MANGEMENT LLC: JPM position timeline

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

BOSTON FINANCIAL MANGEMENT LLC held 78,707 JPM shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 78,707 shares
    Change vs previous 13F +1,012 shares

    0.57% of the 13F portfolio, value $18,866,896.

    13F-HR 0001053055-25-000001 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 77,695 shares
    Change vs previous 13F +699 shares

    0.49% of the 13F portfolio, value $16,382,804.

    13F-HR 0001053055-24-000005 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 76,996 shares
    Change vs previous 13F +2,003 shares

    0.5% of the 13F portfolio, value $15,573,246.

    13F-HR 0001053055-24-000003 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 74,993 shares
    Change vs previous 13F +669 shares

    0.48% of the 13F portfolio, value $15,021,098.

    13F-HR 0001053055-24-000002 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 74,324 shares
    Change vs previous 13F +2,913 shares

    0.43% of the 13F portfolio, value $12,642,513.

    13F-HR 0001053055-24-000001 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 71,411 shares
    Change vs previous 13F -1,305 shares

    0.39% of the 13F portfolio, value $10,356,024.

    13F-HR 0001053055-23-000004 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 72,716 shares
    Change vs previous 13F +4,016 shares

    0.38% of the 13F portfolio, value $10,575,816.

    13F-HR 0001053055-23-000003 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 68,700 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $8,952,297.

    13F-HR 0001053055-23-000002 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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