A detailed history of Beaumont Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 20,442 shares of JPM stock, worth $5.1 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
20,442
Previous 20,427 0.07%
Holding current value
$5.1 Million
Previous $4.13 Million 4.28%
% of portfolio
0.39%
Previous 0.37%

Shares

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

Oct 09, 2024

BUY
$194.9 - $224.8 $2,923 - $3,372
15 Added 0.07%
20,442 $4.31 Million
Q2 2024

Jul 24, 2024

BUY
$180.08 - $204.79 $24,130 - $27,441
134 Added 0.66%
20,427 $4.13 Million
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $155,560 - $186,479
931 Added 4.81%
20,293 $4.06 Million
Q4 2023

Jan 31, 2024

BUY
$135.69 - $170.3 $48,984 - $61,478
361 Added 1.9%
19,362 $3.29 Million
Q3 2023

Nov 01, 2023

BUY
$143.21 - $158.0 $128,029 - $141,252
894 Added 4.94%
19,001 $2.76 Million
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $111,536 - $127,260
875 Added 5.08%
18,107 $2.63 Million
Q1 2023

May 08, 2023

SELL
$124.91 - $143.8 $77,194 - $88,868
-618 Reduced 3.46%
17,232 $2.25 Million
Q4 2022

Jan 25, 2023

BUY
$101.96 - $137.84 $1.82 Million - $2.46 Million
17,850 New
17,850 $0

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 $732B
  • 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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