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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

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Quarterly 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