A detailed history of Beaumont Asset Management, L.L.C. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beaumont Asset Management, L.L.C. holds 4,919 shares of JPM stock, worth $994,916. This represents 0.66% of its overall portfolio holdings.

Number of Shares
4,919
Previous 6,096 19.31%
Holding current value
$994,916
Previous $1.04 Million 4.92%
% of portfolio
0.66%
Previous 0.73%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $196,664 - $235,753
-1,177 Reduced 19.31%
4,919 $985,000
Q4 2023

Feb 01, 2024

BUY
$135.69 - $170.3 $9,226 - $11,580
68 Added 1.13%
6,096 $1.04 Million
Q3 2023

Oct 30, 2023

SELL
$143.21 - $158.0 $4,009 - $4,424
-28 Reduced 0.46%
6,028 $874,000
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $4,588 - $5,235
36 Added 0.6%
6,056 $880,000
Q1 2023

Apr 24, 2023

SELL
$124.91 - $143.8 $8,618 - $9,922
-69 Reduced 1.13%
6,020 $784,000
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $8,462 - $11,440
83 Added 1.38%
6,089 $0
Q3 2022

Nov 01, 2022

SELL
$20.73 - $120.58 $248 - $1,446
-12 Reduced 0.2%
6,006 $627,000
Q2 2022

Jul 19, 2022

BUY
$112.61 - $135.91 $191,662 - $231,318
1,702 Added 39.43%
6,018 $677,000
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $1,796 - $2,358
14 Added 0.33%
4,316 $588,000
Q4 2021

Jan 25, 2022

BUY
$153.94 - $171.78 $16,009 - $17,865
104 Added 2.48%
4,302 $681,000
Q3 2021

Oct 20, 2021

BUY
$146.97 - $166.98 $45,266 - $51,429
308 Added 7.92%
4,198 $687,000
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $25,642 - $28,960
174 Added 4.68%
3,890 $605,000
Q1 2021

Apr 29, 2021

BUY
$125.65 - $157.65 $9,800 - $12,296
78 Added 2.14%
3,716 $565,000
Q4 2020

Feb 04, 2021

BUY
$96.54 - $127.07 $351,212 - $462,280
3,638 New
3,638 $462,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $593B
  • 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 ...
More about JPM
Track This Portfolio

Track Beaumont Asset Management, L.L.C. Portfolio

Follow Beaumont Asset Management, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Asset Management, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Asset Management, L.L.C. with notifications on news.