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Beau Ventures, LLc’s JPMorgan Chase JPM Stock Holding History

Beau Ventures, LLc’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
Q3 		$9.34M Hold
28,231
– – 0.88% 12
2026
Q2 		$9.24M Buy
28,231
+31
+0.1% +$9.63K 1.01% 12
2026
Q1 		$8.3M Hold
28,200
– – 1.11% 11
2025
Q4 		$9.09M Buy
+28,200
New +$8.73M 1.13% 11

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CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Beau Ventures, LLc's JPM Position: Q3 2026 in Review

Beau Ventures, LLc held its JPMorgan Chase (JPM) position steady in Q3 2026 at 28,231 shares worth $9.34M. The position accounts for 0.88% of the portfolio, ranked #12.

Beau Ventures, LLc first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. 656 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Beau Ventures, LLc held 28,231 shares of JPMorgan Chase worth $9.34M as of Q3 2026.
  • Beau Ventures, LLc left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.88% of Beau Ventures, LLc's portfolio in Q3 2026, its #12 holding.
  • Beau Ventures, LLc first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • 656 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Beau Ventures, LLc's 13F filing for Q3 2026, filed 14 Oct 2026.