BCM
JPM icon

Beaumont Capital Management’s JPMorgan Chase JPM Stock Holding History

Beaumont Capital 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
2025
Q2 		– Sell
-5,900
Closed -$1.45M – 58
2025
Q1 		$1.45M Buy
+5,900
New +$1.5M 1.07% 30

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beaumont Capital Management's JPM Position: Q2 2025 in Review

Beaumont Capital Management sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 5,900 shares — an estimated $1.45M sold.

Beaumont Capital Management first reported a position in JPM in Q1 2025 and held it in 1 quarter. The position peaked at $1.45M in Q1 2025. 4,742 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Beaumont Capital Management reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
  • Beaumont Capital Management sold 5,900 JPMorgan Chase shares in Q2 2025, an estimated $1.45M.
  • Beaumont Capital Management first reported a position in JPMorgan Chase in Q1 2025 and held it in 1 quarter.
  • Beaumont Capital Management's JPMorgan Chase position peaked at $1.45M in Q1 2025.
  • 4,742 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Beaumont Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.