Beaumont Financial Advisors’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
Q3 | $6.4M | Sell |
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|
2025
Q2 | $5.95M | Sell |
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|
2025
Q1 | $5.11M | Sell |
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|
2024
Q4 | $5M | Buy |
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|
2024
Q3 | $4.31M | Buy |
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|
2024
Q2 | $4.13M | Buy |
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|
2024
Q1 | $4.06M | Buy |
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|
2023
Q4 | $3.29M | Buy |
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|
2023
Q3 | $2.76M | Buy |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.25M | Sell |
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $2.12M | Sell |
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|
2022
Q1 | $2.8M | Buy |
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|
2021
Q4 | $3.03M | Sell |
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|
2021
Q3 | $3.18M | Sell |
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|
2021
Q2 | $3.04M | Buy |
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|
2021
Q1 | $2.94M | Sell |
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|
2020
Q4 | $2.52M | Sell |
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|
2020
Q3 | $1.99M | Sell |
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|
2020
Q2 | $1.96M | Buy |
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|
2020
Q1 | $1.78M | Sell |
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|
2019
Q4 | $3.5M | Buy |
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|
2019
Q3 | $2.72M | Buy |
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|
2019
Q2 | $1.95M | Buy |
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|
2019
Q1 | $1.53M | Buy |
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|
2018
Q4 | $1.39M | Sell |
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|
2018
Q3 | $1.65M | Buy |
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|
2018
Q2 | $1.11M | Buy |
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|
2018
Q1 | $913K | Buy |
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|
2017
Q4 | $653K | Buy |
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|
2017
Q3 | $520K | Sell |
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|
2017
Q2 | $552K | Sell |
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|
2017
Q1 | $686K | Buy |
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|
2016
Q4 | $527K | Sell |
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|
2016
Q3 | $419K | Sell |
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|
2016
Q2 | $397K | Buy |
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|
2016
Q1 | $292K | Sell |
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|
2015
Q4 | $372K | Buy |
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|
2015
Q3 | $381K | Hold |
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|
2015
Q2 | $381K | Buy |
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|
2015
Q1 | $292K | Sell |
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|
2014
Q4 | $320K | Sell |
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|
2014
Q3 | $386K | Hold |
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|
2014
Q2 | $369K | Hold |
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|
2014
Q1 | $389K | Buy |
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|
2013
Q4 | $368K | Buy |
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|
2013
Q3 | $253K | Buy |
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|
2013
Q2 | $255K | Buy |
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