BAM
JPM icon

Beaumont Asset Management’s JPMorgan Chase JPM Stock Holding History

Beaumont Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Sell
5,020
-7
-0.1% -$2.17K 0.64% 31
2026
Q1 		$1.48M Buy
5,027
+29
+0.6% +$8.8K 0.67% 31
2025
Q4 		$1.61M Sell
4,998
-30
-0.6% -$9.29K 0.8% 26
2025
Q3 		$1.59M Buy
5,028
+4
+0.1% +$1.19K 0.8% 25
2025
Q2 		$1.46M Sell
5,024
-14
-0.3% -$3.57K 0.78% 25
2025
Q1 		$1.24M Buy
5,038
+41
+0.8% +$10.5K 0.75% 28
2024
Q4 		$1.2M Sell
4,997
-120
-2% -$27.9K 0.69% 29
2024
Q3 		$1.08M Buy
5,117
+123
+2% +$25.9K 0.63% 33
2024
Q2 		$1.01M Buy
4,994
+75
+2% +$14.7K 0.65% 32
2024
Q1 		$985K Sell
4,919
-1,177
-19% -$212K 0.66% 33
2023
Q4 		$1.04M Buy
6,096
+68
+1% +$10.3K 0.73% 29
2023
Q3 		$874K Sell
6,028
-28
-0.5% -$4.2K 0.72% 30
2023
Q2 		$881K Buy
6,056
+36
+0.6% +$4.95K 0.67% 34
2023
Q1 		$784K Sell
6,020
-69
-1% -$9.45K 0.58% 35
2022
Q4 		$816K Buy
6,089
+83
+1% +$10.5K 0.6% 34
2022
Q3 		$627K Sell
6,006
-12
-0.2% -$1.38K 0.5% 38
2022
Q2 		$677K Buy
6,018
+1,702
+39% +$211K 0.51% 36
2022
Q1 		$588K Buy
4,316
+14
+0.3% +$2.07K 0.4% 44
2021
Q4 		$681K Buy
4,302
+104
+2% +$17.1K 0.45% 39
2021
Q3 		$687K Buy
4,198
+308
+8% +$48.3K 0.51% 33
2021
Q2 		$605K Buy
3,890
+174
+5% +$27.3K 0.47% 37
2021
Q1 		$565K Buy
3,716
+78
+2% +$11.2K 0.47% 35
2020
Q4 		$462K Buy
+3,638
New +$407K 0.42% 39

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Beaumont Asset Management's JPM Position: Q2 2026 in Review

Beaumont Asset Management reduced its JPMorgan Chase (JPM) stake by 0.14% in Q2 2026, selling an estimated $2.17K and leaving 5,020 shares worth $1.64M. The position accounts for 0.64% of the portfolio, ranked #31.

Beaumont Asset Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 1,508 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Beaumont Asset Management held 5,020 shares of JPMorgan Chase worth $1.64M as of Q2 2026.
  • Beaumont Asset Management sold 7 JPMorgan Chase shares in Q2 2026, an estimated $2.17K.
  • JPMorgan Chase made up 0.64% of Beaumont Asset Management's portfolio in Q2 2026, its #31 holding.
  • Beaumont Asset Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 1,508 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.