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JPMorgan Chase & Co. shares owned by Beaumont Financial Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beaumont Financial Partners from 13F filings

Historical chart of Beaumont Financial Partners investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Beaumont Financial Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.9M 19k 104.53
2022-06-30 $2.1M 19k 112.59
2022-03-31 $2.8M 21k 136.31
2021-12-31 $3.0M 19k 158.35
2021-09-30 $3.2M 19k 163.70
2021-06-30 $3.0M 20k 155.55
2021-03-31 $2.9M 19k 152.23
2020-12-31 $2.5M 20k 127.05
2020-09-30 $2.0M 21k 96.29
2020-06-30 $2.0M 21k 94.08
2020-03-31 $1.8M 20k 90.02
2019-12-31 $3.5M 25k 139.40
2019-09-30 $2.7M 23k 117.67
2019-06-30 $1.9M 17k 111.83
2019-03-31 $1.5M 15k 101.25
2018-12-31 $1.4M 14k 97.61
2018-09-30 $1.6M 15k 112.81
2018-06-30 $1.1M 11k 104.22
2018-03-31 $913k 8.3k 109.95
2017-12-31 $653k 6.1k 106.87
2017-09-30 $520k 5.4k 95.52
2017-06-30 $552k 6.0k 91.47
2017-03-31 $686k 7.8k 87.78
2016-12-31 $527k 6.1k 86.25
2016-09-30 $419k 6.3k 66.58
2016-06-30 $397k 6.4k 62.15
2016-03-31 $292k 4.8k 60.53
2015-12-31 $372k 5.6k 65.97
2015-09-30 $381k 5.6k 67.83
2015-06-30 $381k 5.6k 67.83
2015-03-31 $292k 4.8k 60.53
2014-12-31 $320k 5.1k 62.63
2014-09-30 $386k 6.4k 60.30
2014-06-30 $369k 6.4k 57.65
2014-03-31 $389k 6.4k 60.77
2013-12-31 $368k 6.3k 58.40
2013-09-30 $253k 4.9k 51.62
2013-06-30 $255k 4.8k 52.88
2013-03-31 $219k 4.6k 47.38

More positions owned by Beaumont Financial Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Md Cap (IJH)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
McDonald's Corporation (MCD)
Lowe's Companies (LOW)
Amazon (AMZN)
Ishares Tr S&P SML 600 GRTH (IJT)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)

View all positions for Beaumont Financial Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.