BAM
Beaumont Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
5,024
-14
| -0.3% | -$4.06K | 0.78% | 25 |
|
|
2025
Q1 | $1.24M | Buy |
5,038
+41
| +0.8% | +$10.1K | 0.75% | 28 |
|
|
2024
Q4 | $1.2M | Sell |
4,997
-120
| -2% | -$28.8K | 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% | +$15.2K | 0.65% | 32 |
|
|
2024
Q1 | $985K | Sell |
4,919
-1,177
| -19% | -$236K | 0.66% | 33 |
|
|
2023
Q4 | $1.04M | Buy |
6,096
+68
| +1% | +$11.6K | 0.73% | 29 |
|
|
2023
Q3 | $874K | Sell |
6,028
-28
| -0.5% | -$4.06K | 0.72% | 30 |
|
|
2023
Q2 | $881K | Buy |
6,056
+36
| +0.6% | +$5.24K | 0.67% | 34 |
|
|
2023
Q1 | $784K | Sell |
6,020
-69
| -1% | -$8.99K | 0.58% | 35 |
|
|
2022
Q4 | $816K | Buy |
6,089
+83
| +1% | +$11.1K | 0.6% | 34 |
|
|
2022
Q3 | $627K | Sell |
6,006
-12
| -0.2% | -$1.25K | 0.5% | 38 |
|
|
2022
Q2 | $677K | Buy |
6,018
+1,702
| +39% | +$191K | 0.51% | 36 |
|
|
2022
Q1 | $588K | Buy |
4,316
+14
| +0.3% | +$1.91K | 0.4% | 44 |
|
|
2021
Q4 | $681K | Buy |
4,302
+104
| +2% | +$16.5K | 0.45% | 39 |
|
|
2021
Q3 | $687K | Buy |
4,198
+308
| +8% | +$50.4K | 0.51% | 33 |
|
|
2021
Q2 | $605K | Buy |
3,890
+174
| +5% | +$27.1K | 0.47% | 37 |
|
|
2021
Q1 | $565K | Buy |
3,716
+78
| +2% | +$11.9K | 0.47% | 35 |
|
|
2020
Q4 | $462K | Buy |
+3,638
| New | +$462K | 0.42% | 39 |
|