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 5,117 shares of JPM stock, worth $1.24 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
5,117
Previous 4,994 2.46%
Holding current value
$1.24 Million
Previous $1.01 Million 6.73%
% of portfolio
0.64%
Previous 0.65%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$194.9 - $224.8 $23,972 - $27,650
123 Added 2.46%
5,117 $1.08 Million
Q2 2024

Aug 02, 2024

BUY
$180.08 - $204.79 $13,506 - $15,359
75 Added 1.52%
4,994 $1.01 Million
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 $713B
  • 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
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