Beaumont Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $985K | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $874K | Sell |
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|
2023
Q2 | $881K | Buy |
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|
2023
Q1 | $784K | Sell |
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|
2022
Q4 | $816K | Buy |
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|
2022
Q3 | $627K | Sell |
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|
2022
Q2 | $677K | Buy |
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|
2022
Q1 | $588K | Buy |
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|
2021
Q4 | $681K | Buy |
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|
2021
Q3 | $687K | Buy |
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|
2021
Q2 | $605K | Buy |
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|
2021
Q1 | $565K | Buy |
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|
2020
Q4 | $462K | Buy |
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