Beaumont Financial Partners, LLC Jpmorgan Chase & CO Transaction History

Beaumont Financial Partners, LLC

$1.04 Billion
Q3 2022

A detailed history of Beaumont Financial Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 18,541 shares of JPM stock, worth $4.63 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

18,541

Previous 18,847 1.62%

Holding current value

$4.63 Million

Previous $2.12 Million 8.67%

% of portfolio

0.19%

Previous 0.19%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $6,343 - $36,897	-306 Reduced 1.62%	18,541 $1.94 Million
Q2 2022 Aug 04, 2022	SELL	$112.61 - $135.91 $191,662 - $231,318	-1,702 Reduced 8.28%	18,847 $2.12 Million
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $178,978 - $234,973	1,395 Added 7.28%	20,549 $2.8 Million
Q4 2021 Feb 07, 2022	SELL	$153.94 - $171.78 $38,023 - $42,429	-247 Reduced 1.27%	19,154 $3.03 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $19,987 - $22,709	-136 Reduced 0.7%	19,401 $3.18 Million
Q2 2021 Aug 04, 2021	BUY	$147.37 - $166.44 $34,042 - $38,447	231 Added 1.2%	19,537 $3.04 Million
Q1 2021 May 04, 2021	SELL	$125.65 - $157.65 $63,453 - $79,613	-505 Reduced 2.55%	19,306 $2.94 Million
Q4 2020 Feb 08, 2021	SELL	$96.54 - $127.07 $86,596 - $113,981	-897 Reduced 4.33%	19,811 $2.52 Million
Q3 2020 Nov 02, 2020	SELL	$91.28 - $103.82 $11,501 - $13,081	-126 Reduced 0.6%	20,708 $1.99 Million
Q2 2020 Aug 05, 2020	BUY	$84.03 - $113.45 $87,307 - $117,874	1,039 Added 5.25%	20,834 $1.96 Million
Q1 2020 May 08, 2020	SELL	$79.03 - $141.09 $421,625 - $752,715	-5,335 Reduced 21.23%	19,795 $1.78 Million
Q4 2019 Feb 06, 2020	BUY	$111.82 - $139.4 $222,409 - $277,266	1,989 Added 8.6%	25,130 $3.5 Million
Q3 2019 Nov 06, 2019	BUY	$104.8 - $120.23 $599,560 - $687,835	5,721 Added 32.84%	23,141 $2.72 Million
Q2 2019 Aug 06, 2019	BUY	$104.64 - $116.12 $242,660 - $269,282	2,319 Added 15.36%	17,420 $1.95 Million
Q1 2019 May 06, 2019	BUY	$97.11 - $107.19 $80,601 - $88,967	830 Added 5.82%	15,101 $1.53 Million
Q4 2018 Feb 07, 2019	SELL	$92.14 - $115.32 $31,143 - $38,978	-338 Reduced 2.31%	14,271 $1.39 Million
Q3 2018 Nov 02, 2018	BUY	$103.61 - $118.63 $409,155 - $468,469	3,949 Added 37.05%	14,609 $1.65 Million
Q2 2018 Aug 06, 2018	SELL	$103.24 - $114.29 $857,304 - $949,064	-8,304 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$107.01 - $118.77 $234,779 - $260,581	2,194 Added 35.91%	8,304 $913,000
Q4 2017 Feb 05, 2018	BUY	$95.86 - $107.83 $63,842 - $71,814	666 Added 12.23%	6,110 $653,000
Q3 2017 Oct 31, 2017	SELL	$88.42 - $95.51 $52,256 - $56,446	-591 Reduced 9.79%	5,444 $520,000
Q2 2017 Aug 11, 2017	BUY	N/A	6,035	6,035 $552,000

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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Beaumont Financial Partners, LLC Jpmorgan Chase & CO Transaction History