Beaumont Financial Partners »

JPMorgan Chase & Co. shares owned by Beaumont Financial Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beaumont Financial Partners from 13F filings

Historical chart of Beaumont Financial Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Beaumont Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Beaumont Financial Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.9M 19k 104.53
2022-06-30 $2.1M 19k 112.59
2022-03-31 $2.8M 21k 136.31
2021-12-31 $3.0M 19k 158.35
2021-09-30 $3.2M 19k 163.70
2021-06-30 $3.0M 20k 155.55
2021-03-31 $2.9M 19k 152.23
2020-12-31 $2.5M 20k 127.05
2020-09-30 $2.0M 21k 96.29
2020-06-30 $2.0M 21k 94.08
2020-03-31 $1.8M 20k 90.02
2019-12-31 $3.5M 25k 139.40
2019-09-30 $2.7M 23k 117.67
2019-06-30 $1.9M 17k 111.83
2019-03-31 $1.5M 15k 101.25
2018-12-31 $1.4M 14k 97.61
2018-09-30 $1.6M 15k 112.81
2018-06-30 $1.1M 11k 104.22
2018-03-31 $913k 8.3k 109.95
2017-12-31 $653k 6.1k 106.87
2017-09-30 $520k 5.4k 95.52
2017-06-30 $552k 6.0k 91.47
2017-03-31 $686k 7.8k 87.78
2016-12-31 $527k 6.1k 86.25
2016-09-30 $419k 6.3k 66.58
2016-06-30 $397k 6.4k 62.15
2016-03-31 $292k 4.8k 60.53
2015-12-31 $372k 5.6k 65.97
2015-09-30 $381k 5.6k 67.83
2015-06-30 $381k 5.6k 67.83
2015-03-31 $292k 4.8k 60.53
2014-12-31 $320k 5.1k 62.63
2014-09-30 $386k 6.4k 60.30
2014-06-30 $369k 6.4k 57.65
2014-03-31 $389k 6.4k 60.77
2013-12-31 $368k 6.3k 58.40
2013-09-30 $253k 4.9k 51.62
2013-06-30 $255k 4.8k 52.88
2013-03-31 $219k 4.6k 47.38

More positions owned by Beaumont Financial Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Md Cap (IJH)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
McDonald's Corporation (MCD)
Lowe's Companies (LOW)
Amazon (AMZN)
Ishares Tr S&P SML 600 GRTH (IJT)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)

View all positions for Beaumont Financial Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.