SEC 13F Intelligence

Beaton Management Co. Inc. / JPM

Beaton Management Co. Inc.’s Jpmorgan Chase & Co Position

Does Beaton Management Co. Inc. own Jpmorgan Chase & Co (JPM)? Yes — 21.6K shares worth $6M (+2.82% of its 13F portfolio) as of Q1 2026, down from 21.8K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
21.6K
% of Portfolio
+2.82%
Quarters Held
28
currently held

Position History JPM

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $3MQ4 ’19: $3MQ1 ’20: $2MQ1 ’20Q2 ’20: $2MQ4 ’20: $3MQ1 ’21: $7MQ2 ’21: $3MQ2 ’21Q3 ’21: $4MQ4 ’21: $4MQ1 ’22: $3MQ2 ’22: $3MQ2 ’22Q3 ’22: $2MQ4 ’22: $3MQ1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.6K$6M+2.82%
Q4 202521.8K$7M+3.10%
Q3 202522.1K$7M+3.17%
Q2 202522.0K$6M+3.11%
Q1 202522.0K$5M+2.80%
Q4 202422.0K$5M+2.66%
Q3 202422.0K$5M+2.35%
Q2 202422.0K$4M+2.39%
Q1 202422.0K$4M+2.40%
Q4 202322.1K$4M+2.25%
Q3 202322.4K$3M+2.11%
Q2 202322.7K$3M+2.09%
Q1 202322.7K$3M+2.00%
Q4 202222.4K$3M+2.02%
Q3 202222.4K$2M+1.77%
Q2 202222.5K$3M+1.79%
Q1 202222.5K$3M+1.89%
Q4 202122.1K$4M+2.09%
Q3 202122.3K$4M+2.41%
Q2 202122.3K$3M+2.20%
Q1 202144.8K$7M+2.37%
Q4 202022.5K$3M+2.12%
Q2 202022.9K$2M+1.92%
Q1 202022.5K$2M+2.02%
Q4 201922.4K$3M+2.45%
Q3 201922.4K$3M+2.13%
Q2 201921.9K$2M+2.03%
Q1 201921.9K$2M+1.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beaton Management Co. Inc.’s full portfolio or all institutional holders of JPM.