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Beaumont Financial Advisors, LLC: JPEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaumont Financial Advisors, LLC on JPEF, newest first. How the timeline and the estimate are built.

Beaumont Financial Advisors, LLC held 285,193 JPEF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 285,193 shares
    Change vs previous 13F -107,786 shares

    1.46% of the 13F portfolio, value $22,909,646.

    13F-HR 0001957394-26-000006 filed by Beaumont Financial Advisors, LLC
    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 392,979 shares
    Change vs previous 13F -120,136 shares

    1.94% of the 13F portfolio, value $28,219,666.

    13F-HR 0001957394-26-000004 filed by Beaumont Financial Advisors, LLC
    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 513,115 shares
    Change vs previous 13F -6,824 shares

    2.52% of the 13F portfolio, value $38,323,013.

    13F-HR 0001957394-26-000002 filed by Beaumont Financial Advisors, LLC
    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 519,939 shares
    Change vs previous 13F -179,415 shares

    2.58% of the 13F portfolio, value $38,522,283.

    13F-HR 0001957394-25-000014 filed by Beaumont Financial Advisors, LLC
    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 699,354 shares
    Change vs previous 13F +353,389 shares

    3.55% of the 13F portfolio, value $49,052,708.

    13F-HR 0001957394-25-000009 filed by Beaumont Financial Advisors, LLC
    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 345,965 shares
    Change vs previous 13F -121,009 shares

    1.73% of the 13F portfolio, value $22,024,157.

    13F-HR 0001957394-25-000006 filed by Beaumont Financial Advisors, LLC
    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 466,974 shares
    Change vs previous 13F +111,342 shares

    2.35% of the 13F portfolio, value $31,338,592.

    13F-HR 0001957394-25-000003 filed by Beaumont Financial Advisors, LLC
    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 355,632 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $23,304,541.

    13F-HR 0001957394-24-000012 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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