JPM — J.P. Morgan Chase & Co.

Ownership history in BOSTON RESEARCH & MANAGEMENT INC  ·  52 quarters on record

AI Ownership Summary

BOSTON RESEARCH & MANAGEMENT INC reported J.P. Morgan Chase & Co. (JPM) in 52 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.46% in 2025 Q4. The latest visible filing shows JPM at 2.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOSTON RESEARCH & MANAGEMENT INC's position in J.P. Morgan Chase & Co., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JPM was reported at 2.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.46% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPM stock page BOSTON RESEARCH & MANAGEMENT INC fund profile BOSTON RESEARCH & MANAGEMENT INC full holdings
How BOSTON RESEARCH & MANAGEMENT INC held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 32,363 -692 -2.1% 2.26% $10K 2026-04-10 $309.87
2025 Q4 REDUCED 33,055 -1,479 -4.3% 2.46% $10.7M 2026-02-11 $309.24
2025 Q3 REDUCED 34,534 -554 -1.6% 2.40% $10.9M 2025-11-12 $317.35
2025 Q2 REDUCED 35,088 -542 -1.5% 2.43% $10.2M 2025-08-12 $288.65
2025 Q1 REDUCED 35,630 -1,280 -3.5% 2.17% $8.7M 2025-05-12 $255.09
2024 Q4 REDUCED 36,910 -222 -0.6% 2.17% $8.8M 2025-02-12 $268.54
2024 Q3 ADDED 37,132 +12 +0.0% 1.84% $7.8M 2024-11-12 $232.35
2024 Q2 REDUCED 37,120 -569 -1.5% 1.90% $7.5M 2024-08-13 $200.45
2024 Q1 REDUCED 37,689 -392 -1.0% 1.87% $7.5M 2024-05-14 $193.19
2023 Q4 ADDED 38,081 +636 +1.7% 1.72% $6.5M 2024-02-12 $167.55
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2026 Q1 — sorted by position size

Courant Investment Management LLC 3Y 7Y 20.31% Community Bank of Raymore 3Y 7Y 10.75% Summerhill Capital Management lnc. 8.21% James Hambro & Partners LLP 3Y 7Y 7.67% Nexus Investment Management ULC 3Y 7Y 7.67% Berry Wealth Group, LP 7.42% KG Capital Management 3Y 7Y 6.19% Constitution Capital LLC 3Y 5.94% JCIC Asset Management Inc. 3Y 7Y 5.78% Chronos Wealth Management, LLC 3Y 5.72%

FAQ About BOSTON RESEARCH & MANAGEMENT INC and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOSTON RESEARCH & MANAGEMENT INC reported owning JPM?

BOSTON RESEARCH & MANAGEMENT INC reported JPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in BOSTON RESEARCH & MANAGEMENT INC's portfolio?

The largest reported portfolio weight for JPM was 2.46% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when BOSTON RESEARCH & MANAGEMENT INC reported 32,363 shares, equal to 2.26% of portfolio, with an estimated market value of $10K.

What does the chart on this JPM ownership page compare?

The chart compares BOSTON RESEARCH & MANAGEMENT INC's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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