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Disclosery

Beaton Management Co. Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaton Management Co. Inc. on JPM, newest first. How the timeline and the estimate are built.

Beaton Management Co. Inc. held 21,704 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,704 shares
    Change vs previous 13F +143 shares

    2.89% of the 13F portfolio, value $7,104,000.

    13F-HR 0001714678-26-000003 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,561 shares
    Change vs previous 13F -245 shares

    2.82% of the 13F portfolio, value $6,342,000.

    13F-HR 0001714678-26-000002 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,806 shares
    Change vs previous 13F -261 shares

    3.1% of the 13F portfolio, value $7,026,000.

    13F-HR 0001714678-26-000001 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,067 shares
    Change vs previous 13F +100 shares

    3.17% of the 13F portfolio, value $6,961,000.

    13F-HR 0001714678-25-000006 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,967 shares
    Change vs previous 13F 0 shares

    3.11% of the 13F portfolio, value $6,368,000.

    13F-HR 0001714678-25-000005 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,967 shares
    Change vs previous 13F -25 shares

    2.8% of the 13F portfolio, value $5,389,000.

    13F-HR 0001714678-25-000004 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,992 shares
    Change vs previous 13F -25 shares

    2.66% of the 13F portfolio, value $5,272,000.

    13F-HR 0001714678-25-000001 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,017 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $4,643,000.

    13F-HR 0001714678-24-000004 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).