Beaton Management Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Hold |
21,967
| – | – | 3.11% | 4 |
|
|
2025
Q1 | $5.39M | Sell |
21,967
-25
| -0.1% | -$6.13K | 2.8% | 5 |
|
|
2024
Q4 | $5.27M | Sell |
21,992
-25
| -0.1% | -$5.99K | 2.66% | 6 |
|
|
2024
Q3 | $4.64M | Hold |
22,017
| – | – | 2.35% | 10 |
|
|
2024
Q2 | $4.45M | Sell |
22,017
-26
| -0.1% | -$5.26K | 2.39% | 11 |
|
|
2024
Q1 | $4.42M | Sell |
22,043
-36
| -0.2% | -$7.21K | 2.4% | 12 |
|
|
2023
Q4 | $3.76M | Sell |
22,079
-330
| -1% | -$56.1K | 2.25% | 9 |
|
|
2023
Q3 | $3.25M | Sell |
22,409
-283
| -1% | -$41K | 2.11% | 12 |
|
|
2023
Q2 | $3.3M | Hold |
22,692
| – | – | 2.09% | 12 |
|
|
2023
Q1 | $2.96M | Buy |
22,692
+250
| +1% | +$32.6K | 2% | 12 |
|
|
2022
Q4 | $3.01M | Hold |
22,442
| – | – | 2.02% | 12 |
|
|
2022
Q3 | $2.35M | Sell |
22,442
-35
| -0.2% | -$3.66K | 1.77% | 15 |
|
|
2022
Q2 | $2.53M | Hold |
22,477
| – | – | 1.79% | 14 |
|
|
2022
Q1 | $3.06M | Buy |
22,477
+368
| +2% | +$50.2K | 1.89% | 14 |
|
|
2021
Q4 | $3.5M | Sell |
22,109
-169
| -0.8% | -$26.8K | 2.09% | 13 |
|
|
2021
Q3 | $3.65M | Sell |
22,278
-6
| -0% | -$982 | 2.41% | 9 |
|
|
2021
Q2 | $3.47M | Sell |
22,284
-100
| -0.4% | -$15.6K | 2.2% | 11 |
|
|
2021
Q1 | $3.41M | Sell |
22,384
-160
| -0.7% | -$24.4K | 2.35% | 9 |
|
|
2020
Q4 | $2.87M | Buy |
+22,544
| New | +$2.87M | 2.12% | 10 |
|
|
2020
Q3 | – | Sell |
-22,908
| Closed | -$2.16M | – | 120 |
|
|
2020
Q2 | $2.16M | Buy |
22,908
+450
| +2% | +$42.3K | 1.92% | 14 |
|
|
2020
Q1 | $2.02M | Buy |
22,458
+100
| +0.4% | +$9K | 2.02% | 12 |
|
|
2019
Q4 | $3.12M | Hold |
22,358
| – | – | 2.45% | 7 |
|
|
2019
Q3 | $2.63M | Buy |
22,358
+427
| +2% | +$50.2K | 2.13% | 10 |
|
|
2019
Q2 | $2.45M | Hold |
21,931
| – | – | 2.03% | 11 |
|
|
2019
Q1 | $2.22M | Buy |
21,931
+225
| +1% | +$22.8K | 1.92% | 11 |
|
|
2018
Q4 | $2.12M | Sell |
21,706
-150
| -0.7% | -$14.6K | 2.08% | 11 |
|
|
2018
Q3 | $2.47M | Buy |
21,856
+100
| +0.5% | +$11.3K | 2.04% | 10 |
|
|
2018
Q2 | $2.27M | Buy |
21,756
+634
| +3% | +$66.1K | 2.03% | 11 |
|
|
2018
Q1 | $2.32M | Buy |
21,122
+75
| +0.4% | +$8.25K | 2.15% | 12 |
|
|
2017
Q4 | $2.25M | Sell |
21,047
-430
| -2% | -$46K | 2.03% | 12 |
|
|
2017
Q3 | $2.05M | Hold |
21,477
| – | – | 1.93% | 15 |
|
|
2017
Q2 | $1.96M | Buy |
+21,477
| New | +$1.96M | 1.95% | 14 |
|