Beaton Management Co. Inc. Jpmorgan Chase & CO Transaction History

Beaton Management Co. Inc.

$198 Million
Q3 2024

A detailed history of Beaton Management Co. Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beaton Management Co. Inc. holds 22,017 shares of JPM stock, worth $5.5 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares

22,017

Previous 22,017 -0.0%

Holding current value

$5.5 Million

Previous $4.45 Million 4.27%

% of portfolio

2.35%

Previous 2.39%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$180.08 - $204.79 $4,682 - $5,324	-26 Reduced 0.12%	22,017 $4.45 Million
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $6,015 - $7,210	-36 Reduced 0.16%	22,043 $4.42 Million
Q4 2023 Feb 09, 2024	SELL	$135.69 - $170.3 $44,777 - $56,199	-330 Reduced 1.47%	22,079 $3.76 Million
Q3 2023 Nov 03, 2023	SELL	$143.21 - $158.0 $40,528 - $44,714	-283 Reduced 1.25%	22,409 $3.25 Million
Q1 2023 May 12, 2023	BUY	$124.91 - $143.8 $31,227 - $35,950	250 Added 1.11%	22,692 $2.96 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $725 - $4,220	-35 Reduced 0.16%	22,442 $2.35 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $47,214 - $61,985	368 Added 1.66%	22,477 $3.06 Million
Q4 2021 Feb 03, 2022	SELL	$153.94 - $171.78 $26,015 - $29,030	-169 Reduced 0.76%	22,109 $3.5 Million
Q3 2021 Nov 08, 2021	SELL	$146.97 - $166.98 $881 - $1,001	-6 Reduced 0.03%	22,278 $3.65 Million
Q2 2021 Aug 12, 2021	SELL	$147.37 - $166.44 $14,737 - $16,644	-100 Reduced 0.45%	22,284 $3.47 Million
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $20,104 - $25,224	-160 Reduced 0.71%	22,384 $3.41 Million
Q4 2020 Feb 17, 2021	BUY	$96.54 - $127.07 $2.18 Million - $2.86 Million	22,544 New	22,544 $2.87 Million
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $2.09 Million - $2.38 Million	-22,908 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $37,813 - $51,052	450 Added 2.0%	22,908 $2.16 Million
Q1 2020 May 15, 2020	BUY	$79.03 - $141.09 $7,903 - $14,109	100 Added 0.45%	22,458 $2.02 Million
Q3 2019 Nov 15, 2019	BUY	$104.8 - $120.23 $44,749 - $51,338	427 Added 1.95%	22,358 $2.63 Million
Q1 2019 May 14, 2019	BUY	$97.11 - $107.19 $21,849 - $24,117	225 Added 1.04%	21,931 $2.22 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $13,821 - $17,298	-150 Reduced 0.69%	21,706 $2.12 Million
Q3 2018 Nov 16, 2018	BUY	$103.61 - $118.63 $10,361 - $11,863	100 Added 0.46%	21,856 $2.47 Million
Q2 2018 Aug 15, 2018	BUY	$103.24 - $114.29 $65,454 - $72,459	634 Added 3.0%	21,756 $2.27 Million
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $8,025 - $8,907	75 Added 0.36%	21,122 $2.32 Million
Q4 2017 Feb 07, 2018	SELL	$95.86 - $107.83 $41,219 - $46,366	-430 Reduced 2.0%	21,047 $2.25 Million
Q2 2017 Aug 17, 2017	BUY	N/A	21,477	21,477 $1.96 Million

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $733B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Beaton Management Co. Inc. Jpmorgan Chase & CO Transaction History