JPMorgan Chase & Co. shares owned by Beaton Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beaton Management
from 13F filings
Historical chart of Beaton Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Beaton Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 22k | 315.45 |
| 2025-06-30 | $6.4M | 22k | 289.89 |
| 2025-03-31 | $5.4M | 22k | 245.32 |
| 2024-12-31 | $5.3M | 22k | 239.72 |
| 2024-09-30 | $4.6M | 22k | 210.88 |
| 2024-03-31 | $4.4M | 22k | 200.29 |
| 2023-12-31 | $3.8M | 22k | 170.12 |
| 2023-09-30 | $3.2M | 22k | 145.03 |
| 2023-06-30 | $3.3M | 23k | 145.43 |
| 2023-03-31 | $3.0M | 23k | 130.31 |
| 2022-12-31 | $3.0M | 22k | 134.08 |
| 2022-09-30 | $2.3M | 22k | 104.49 |
| 2022-06-30 | $2.5M | 23k | 112.60 |
| 2022-03-31 | $3.1M | 23k | 136.32 |
| 2021-12-31 | $3.5M | 22k | 158.35 |
| 2021-09-30 | $3.6M | 22k | 163.70 |
| 2021-06-30 | $3.5M | 22k | 155.54 |
| 2021-03-31 | $3.4M | 22k | 152.25 |
| 2020-12-31 | $2.9M | 23k | 127.08 |
| 2020-06-30 | $2.2M | 23k | 94.07 |
| 2020-03-31 | $2.0M | 23k | 90.03 |
| 2019-12-31 | $3.1M | 22k | 139.41 |
| 2019-09-30 | $2.6M | 22k | 117.68 |
| 2019-06-30 | $2.5M | 22k | 111.81 |
| 2019-03-31 | $2.2M | 22k | 101.23 |
| 2018-12-31 | $2.1M | 22k | 97.62 |
| 2018-09-30 | $2.5M | 22k | 112.83 |
| 2018-06-30 | $2.3M | 22k | 104.20 |
| 2018-03-31 | $2.3M | 21k | 109.98 |
| 2017-12-31 | $2.3M | 21k | 106.95 |
| 2017-09-30 | $2.1M | 22k | 95.50 |
| 2017-06-30 | $2.0M | 22k | 91.40 |