Beaumont Financial Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1957394 NEEDHAM, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,297,181

+$597,681 QoQ

Shares Held

16,183

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#2,037

of 5,058 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $10,266,162 across 4 Banks - Diversified names. JPM ranks #1 (51.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	16,183	$5,297,181
2	BAC	Bank Of America Corp /De/	71,882	$4,095,836
3	C	Citigroup Inc	4,045	$566,138
4	WFC	Wells Fargo & Company/Mn	3,715	$307,007

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,297,181	16,183	+1.3%	Shares	Sole	2026-08-04
2026-03-31	$4,699,500	15,976	-4.7%	Shares	Sole	2026-05-05
2025-12-31	$5,403,951	16,771	-17.3%	Shares	Sole	2026-01-16
2025-09-30	$6,395,658	20,276	-1.1%	Shares	Sole	2025-10-23
2025-06-30	$5,946,344	20,511	-1.5%	Shares	Sole	2025-07-16
2025-03-31	$5,106,410	20,817	-0.3%	Shares	Sole	2025-05-12
2024-12-31	$5,003,227	20,872	+2.1%	Shares	Sole	2025-01-17
2024-09-30	$4,310,400	20,442	+0.1%	Shares	Sole	2024-10-09
2024-06-30	$4,131,565	20,427	+0.7%	Shares	Sole	2024-07-24
2024-03-31	$4,064,687	20,293	+4.8%	Shares	Sole	2024-05-10
2023-12-31	$3,293,476	19,362	+1.9%	Shares	Sole	2024-01-31
2023-09-30	$2,755,525	19,001	+4.9%	Shares	Sole	2023-11-01
2023-06-30	$2,633,482	18,107	+5.1%	Shares	Sole	2023-08-02
2023-03-31	$2,245,501	17,232	-3.5%	Shares	Sole	2023-05-08
2022-12-31	$2,393,685	17,850	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.