Beaumont Financial Advisors’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 | $5.95M | Sell |
20,511
-306
| -1% | -$88.7K | 0.43% | 46 |
|
|
2025
Q1 | $5.11M | Sell |
20,817
-55
| -0.3% | -$13.5K | 0.4% | 52 |
|
|
2024
Q4 | $5M | Buy |
20,872
+430
| +2% | +$103K | 0.38% | 53 |
|
|
2024
Q3 | $4.31M | Buy |
20,442
+15
| +0.1% | +$3.16K | 0.34% | 57 |
|
|
2024
Q2 | $4.13M | Buy |
20,427
+134
| +0.7% | +$27.1K | 0.33% | 58 |
|
|
2024
Q1 | $4.06M | Buy |
20,293
+931
| +5% | +$186K | 0.34% | 54 |
|
|
2023
Q4 | $3.29M | Buy |
19,362
+361
| +2% | +$61.4K | 0.3% | 58 |
|
|
2023
Q3 | $2.76M | Buy |
19,001
+894
| +5% | +$130K | 0.28% | 60 |
|
|
2023
Q2 | $2.63M | Buy |
18,107
+875
| +5% | +$127K | 0.24% | 67 |
|
|
2023
Q1 | $2.25M | Sell |
17,232
-618
| -3% | -$80.5K | 0.23% | 59 |
|
|
2022
Q4 | $2.39M | Sell |
17,850
-691
| -4% | -$92.7K | 0.24% | 55 |
|
|
2022
Q3 | $1.94M | Sell |
18,541
-306
| -2% | -$32K | 0.19% | 73 |
|
|
2022
Q2 | $2.12M | Sell |
18,847
-1,702
| -8% | -$192K | 0.19% | 76 |
|
|
2022
Q1 | $2.8M | Buy |
20,549
+1,395
| +7% | +$190K | 0.21% | 90 |
|
|
2021
Q4 | $3.03M | Sell |
19,154
-247
| -1% | -$39.1K | 0.22% | 73 |
|
|
2021
Q3 | $3.18M | Sell |
19,401
-136
| -0.7% | -$22.3K | 0.25% | 68 |
|
|
2021
Q2 | $3.04M | Buy |
19,537
+231
| +1% | +$35.9K | 0.23% | 70 |
|
|
2021
Q1 | $2.94M | Sell |
19,306
-505
| -3% | -$76.9K | 0.25% | 78 |
|
|
2020
Q4 | $2.52M | Sell |
19,811
-897
| -4% | -$114K | 0.22% | 84 |
|
|
2020
Q3 | $1.99M | Sell |
20,708
-126
| -0.6% | -$12.1K | 0.19% | 95 |
|
|
2020
Q2 | $1.96M | Buy |
20,834
+1,039
| +5% | +$97.7K | 0.2% | 87 |
|
|
2020
Q1 | $1.78M | Sell |
19,795
-5,335
| -21% | -$480K | 0.22% | 76 |
|
|
2019
Q4 | $3.5M | Buy |
25,130
+1,989
| +9% | +$277K | 0.34% | 65 |
|
|
2019
Q3 | $2.72M | Buy |
23,141
+5,721
| +33% | +$673K | 0.27% | 79 |
|
|
2019
Q2 | $1.95M | Buy |
17,420
+2,319
| +15% | +$259K | 0.2% | 83 |
|
|
2019
Q1 | $1.53M | Buy |
15,101
+830
| +6% | +$84K | 0.16% | 91 |
|
|
2018
Q4 | $1.39M | Sell |
14,271
-338
| -2% | -$33K | 0.23% | 70 |
|
|
2018
Q3 | $1.65M | Buy |
14,609
+3,949
| +37% | +$445K | 0.16% | 80 |
|
|
2018
Q2 | $1.11M | Buy |
10,660
+2,356
| +28% | +$246K | 0.12% | 88 |
|
|
2018
Q1 | $913K | Buy |
8,304
+2,194
| +36% | +$241K | 0.1% | 101 |
|
|
2017
Q4 | $653K | Buy |
6,110
+666
| +12% | +$71.2K | 0.08% | 108 |
|
|
2017
Q3 | $520K | Sell |
5,444
-591
| -10% | -$56.5K | 0.06% | 113 |
|
|
2017
Q2 | $552K | Sell |
6,035
-1,780
| -23% | -$163K | 0.07% | 110 |
|
|
2017
Q1 | $686K | Buy |
7,815
+1,705
| +28% | +$150K | 0.09% | 105 |
|
|
2016
Q4 | $527K | Sell |
6,110
-183
| -3% | -$15.8K | 0.08% | 97 |
|
|
2016
Q3 | $419K | Sell |
6,293
-95
| -1% | -$6.33K | 0.07% | 107 |
|
|
2016
Q2 | $397K | Buy |
6,388
+1,564
| +32% | +$97.2K | 0.07% | 102 |
|
|
2016
Q1 | $292K | Sell |
4,824
-815
| -14% | -$49.3K | 0.05% | 111 |
|
|
2015
Q4 | $372K | Buy |
5,639
+22
| +0.4% | +$1.45K | 0.06% | 87 |
|
|
2015
Q3 | $381K | Hold |
5,617
| – | – | 0.06% | 100 |
|
|
2015
Q2 | $381K | Buy |
5,617
+793
| +16% | +$53.8K | 0.06% | 100 |
|
|
2015
Q1 | $292K | Sell |
4,824
-285
| -6% | -$17.3K | 0.01% | 131 |
|
|
2014
Q4 | $320K | Sell |
5,109
-1,292
| -20% | -$80.9K | 0.02% | 132 |
|
|
2014
Q3 | $386K | Hold |
6,401
| – | – | 0.03% | 128 |
|
|
2014
Q2 | $369K | Hold |
6,401
| – | – | 0.03% | 135 |
|
|
2014
Q1 | $389K | Buy |
6,401
+100
| +2% | +$6.08K | 0.03% | 107 |
|
|
2013
Q4 | $368K | Buy |
6,301
+1,400
| +29% | +$81.8K | 0.03% | 116 |
|
|
2013
Q3 | $253K | Buy |
4,901
+79
| +2% | +$4.08K | 0.02% | 131 |
|
|
2013
Q2 | $255K | Buy |
+4,822
| New | +$255K | 0.02% | 135 |
|