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BOS Asset Management, LLC → JPM-PM

BOS Asset Management, LLC JPM-PM Position History

JPM-PM

Quarters held
15
Latest value
$5.7M
Q3 2026
Peak value
$5.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.5M
Q3 2025$298K
Q3 2025$5.7M
Q4 2025$4.6M
Q4 2025$298K
Q4 2025$5.8M
Q1 2026$4.3M
Q1 2026$307K
Q1 2026$5.9M
Q2 2026$4.7M
Q2 2026$305K
Q2 2026$5.8M
Q3 2026$4.8M
Q3 2026$325K
Q3 2026$5.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.7M113.0K——
Q3 2026$325K5.8K——
Q3 2026$4.8M14.4K——
Q2 2026$5.8M114.6K——
Q2 2026$305K5.4K——
Q2 2026$4.7M14.4K——
Q1 2026$5.9M116.7K——
Q1 2026$307K5.4K——
Q1 2026$4.3M14.6K——
Q4 2025$5.8M114.1K——
Q4 2025$298K5.2K——
Q4 2025$4.6M14.3K——
Q3 2025$5.7M112.4K——
Q3 2025$298K5.2K——
Q3 2025$4.5M14.2K——

Other funds holding JPM-PM

Other BOS Asset Management, LLC positions

OKE

PGIM ETF TR

$23.6M
ETHA

ISHARES TR

$19.2M
OKE

PGIM ETF TR

$18.5M
SPY

SPDR S&P 500 ETF TR

$18.4M
ETHA

ISHARES TR

$18.2M
ETHA

ISHARES TR

$18.1M
SPY

SPDR S&P 500 ETF TR

$17.7M
SPY

STATE STR SPDR S&P 500 ETF T

$17.7M