JPMorgan Chase & Co. shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Beaumont Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.3M | 20k | 210.86 |
2024-06-30 | $4.1M | 20k | 202.26 |
2024-03-31 | $4.1M | 20k | 200.30 |
2023-12-31 | $3.3M | 19k | 170.10 |
2023-09-30 | $2.8M | 19k | 145.02 |
2023-06-30 | $2.6M | 18k | 145.44 |
2023-03-31 | $2.2M | 17k | 130.31 |
2022-12-31 | $2.4M | 18k | 134.10 |
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