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Beaumont Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Beaumont Financial Advisors’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
2026
Q2 		$5.3M Buy
16,183
+207
+1% +$64.3K 0.34% 59
2026
Q1 		$4.7M Sell
15,976
-795
-5% -$241K 0.32% 61
2025
Q4 		$5.4M Sell
16,771
-3,505
-17% -$1.09M 0.36% 53
2025
Q3 		$6.4M Sell
20,276
-235
-1% -$69.9K 0.43% 48
2025
Q2 		$5.95M Sell
20,511
-306
-1% -$78.1K 0.43% 46
2025
Q1 		$5.11M Sell
20,817
-55
-0.3% -$14K 0.4% 52
2024
Q4 		$5M Buy
20,872
+430
+2% +$100K 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% +$26.2K 0.33% 58
2024
Q1 		$4.06M Buy
20,293
+931
+5% +$168K 0.34% 54
2023
Q4 		$3.29M Buy
19,362
+361
+2% +$54.7K 0.3% 58
2023
Q3 		$2.76M Buy
19,001
+894
+5% +$134K 0.28% 60
2023
Q2 		$2.63M Buy
18,107
+875
+5% +$120K 0.24% 67
2023
Q1 		$2.25M Sell
17,232
-618
-3% -$84.7K 0.23% 59
2022
Q4 		$2.39M Sell
17,850
-691
-4% -$87.6K 0.24% 55
2022
Q3 		$1.94M Sell
18,541
-306
-2% -$35.1K 0.19% 73
2022
Q2 		$2.12M Sell
18,847
-1,702
-8% -$211K 0.19% 76
2022
Q1 		$2.8M Buy
20,549
+1,395
+7% +$206K 0.21% 90
2021
Q4 		$3.03M Sell
19,154
-247
-1% -$40.6K 0.22% 73
2021
Q3 		$3.18M Sell
19,401
-136
-0.7% -$21.3K 0.25% 68
2021
Q2 		$3.04M Buy
19,537
+231
+1% +$36.3K 0.23% 70
2021
Q1 		$2.94M Sell
19,306
-505
-3% -$72.7K 0.25% 78
2020
Q4 		$2.52M Sell
19,811
-897
-4% -$100K 0.22% 84
2020
Q3 		$1.99M Sell
20,708
-126
-0.6% -$12.4K 0.19% 95
2020
Q2 		$1.96M Buy
20,834
+1,039
+5% +$98.6K 0.2% 87
2020
Q1 		$1.78M Sell
19,795
-5,335
-21% -$648K 0.22% 76
2019
Q4 		$3.5M Buy
25,130
+1,989
+9% +$255K 0.34% 65
2019
Q3 		$2.72M Buy
23,141
+5,721
+33% +$647K 0.27% 79
2019
Q2 		$1.95M Buy
17,420
+2,319
+15% +$256K 0.2% 83
2019
Q1 		$1.53M Buy
15,101
+830
+6% +$85.5K 0.16% 91
2018
Q4 		$1.39M Sell
14,271
-338
-2% -$36K 0.23% 70
2018
Q3 		$1.65M Buy
14,609
+3,949
+37% +$448K 0.16% 80
2018
Q2 		$1.11M Buy
10,660
+2,356
+28% +$258K 0.12% 88
2018
Q1 		$913K Buy
8,304
+2,194
+36% +$248K 0.1% 101
2017
Q4 		$653K Buy
6,110
+666
+12% +$67.4K 0.08% 108
2017
Q3 		$520K Sell
5,444
-591
-10% -$54.5K 0.06% 113
2017
Q2 		$552K Sell
6,035
-1,780
-23% -$154K 0.07% 110
2017
Q1 		$686K Buy
7,815
+1,705
+28% +$150K 0.09% 105
2016
Q4 		$527K Sell
6,110
-183
-3% -$14K 0.08% 97
2016
Q3 		$419K Sell
6,293
-95
-1% -$6.19K 0.07% 107
2016
Q2 		$397K Buy
6,388
+1,564
+32% +$97.7K 0.07% 102
2016
Q1 		$292K Sell
4,824
-815
-14% -$47.6K 0.05% 111
2015
Q4 		$372K Buy
5,639
+22
+0.4% +$1.43K 0.06% 87
2015
Q3 		$381K Hold
5,617
– – 0.06% 100
2015
Q2 		$381K Buy
5,617
+793
+16% +$51.8K 0.06% 100
2015
Q1 		$292K Sell
4,824
-285
-6% -$16.9K 0.01% 131
2014
Q4 		$320K Sell
5,109
-1,292
-20% -$77.7K 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% +$5.78K 0.03% 107
2013
Q4 		$368K Buy
6,301
+1,400
+29% +$76.7K 0.03% 116
2013
Q3 		$253K Buy
4,901
+79
+2% +$4.24K 0.02% 131
2013
Q2 		$255K Buy
+4,822
New +$245K 0.02% 135

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Beaumont Financial Advisors's JPM Position: Q2 2026 in Review

Beaumont Financial Advisors increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $64.3K and bringing the position to 16,183 shares worth $5.3M. The position accounts for 0.34% of the portfolio, ranked #59.

Beaumont Financial Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.4M in Q3 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Beaumont Financial Advisors held 16,183 shares of JPMorgan Chase worth $5.3M as of Q2 2026.
  • Beaumont Financial Advisors bought 207 JPMorgan Chase shares in Q2 2026, an estimated $64.3K.
  • JPMorgan Chase made up 0.34% of Beaumont Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • Beaumont Financial Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Beaumont Financial Advisors's JPMorgan Chase position peaked at $6.4M in Q3 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.