Number of Shares
21,967.00
Current Holdings Value*
$5.39 Mil
% of Portfolio
2.8%
Total Estimate Gain
$4.11 Mil
% of Total Estimate Gain
49.33%

Beaton Management Co. Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Beaton Management Co. Inc. held 21,967.00 shares of JPMorgan Chase & Co(JPM), totaling $5.39 Mil. This investment constitutes 2.8% of their stock portfolio, and Beaton Management Co. Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Beaton Management Co. Inc. has made 10 purchases of JPM, at an average price of $121.79, for a total of 68,444.00 shares. In addition, there have been 12 sales at an average price of $127.92 for 46,477.00 shares. Based on historical transaction data and JPM's current price of $296.00, Beaton Management Co. Inc.'s estimated gain on his JPM holdings is $4.11 Mil, reflecting a 49.33% gain to date.

Beaton Management Co. Inc. JPM ($296.00) Holding Chart

Beaton Management Co. Inc. JPM ($296.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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