Beach Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $17.7M | Sell |
72,055
-10,336
| -13% | -$2.64M | 2.6% | 10 |
|
|
2024
Q4 | $19.8M | Sell |
82,391
-10,158
| -11% | -$2.37M | 2.67% | 11 |
|
|
2024
Q3 | $19.5M | Sell |
92,549
-1,253
| -1% | -$264K | 2.41% | 12 |
|
|
2024
Q2 | $19M | Sell |
93,802
-16,064
| -15% | -$3.14M | 2.34% | 12 |
|
|
2024
Q1 | $18.7M | Hold |
109,866
| – | – | 2.31% | 14 |
|
|
2023
Q4 | $18.7M | Sell |
109,866
-1,186
| -1% | -$180K | 2.31% | 14 |
|
|
2023
Q3 | $16.1M | Buy |
111,052
+3,313
| +3% | +$497K | 2.01% | 12 |
|
|
2023
Q2 | $15.7M | Buy |
107,739
+34,355
| +47% | +$4.73M | 1.86% | 12 |
|
|
2023
Q1 | $9.56M | Sell |
73,384
-12,536
| -15% | -$1.72M | 1.27% | 20 |
|
|
2022
Q4 | $11.5M | Sell |
85,920
-2,300
| -3% | -$291K | 1.44% | 19 |
|
|
2022
Q3 | $9.22M | Sell |
88,220
-282
| -0.3% | -$32.4K | 1.31% | 19 |
|
|
2022
Q2 | $9.97M | Sell |
88,502
-35
| -0% | -$4.34K | 1.25% | 22 |
|
|
2022
Q1 | $12.1M | Sell |
88,537
-39,875
| -31% | -$5.89M | 1.27% | 23 |
|
|
2021
Q4 | $20.3M | Sell |
128,412
-34,000
| -21% | -$5.58M | 2.69% | 11 |
|
|
2021
Q3 | $26.6M | Sell |
162,412
-336
| -0.2% | -$52.7K | 2.52% | 8 |
|
|
2021
Q2 | $25.3M | Sell |
162,748
-40,733
| -20% | -$6.4M | 2.27% | 10 |
|
|
2021
Q1 | $31M | Buy |
203,481
+3,970
| +2% | +$571K | 2.76% | 6 |
|
|
2020
Q4 | $25.4M | Buy |
199,511
+6,515
| +3% | +$728K | 2.41% | 7 |
|
|
2020
Q3 | $18.6M | Buy |
192,996
+45,568
| +31% | +$4.47M | 2.19% | 14 |
|
|
2020
Q2 | $13.9M | Sell |
147,428
-11,259
| -7% | -$1.07M | 1.86% | 16 |
|
|
2020
Q1 | $14.3M | Sell |
158,687
-2,454
| -2% | -$298K | 2.39% | 10 |
|
|
2019
Q4 | $22.5M | Buy |
161,141
+16,657
| +12% | +$2.14M | 2.48% | 12 |
|
|
2019
Q3 | $17M | Sell |
144,484
-91,900
| -39% | -$10.4M | 1.95% | 15 |
|
|
2019
Q2 | $26.4M | Sell |
236,384
-37,355
| -14% | -$4.12M | 3.04% | 8 |
|
|
2019
Q1 | $27.7M | Hold |
273,739
| – | – | 3.12% | 8 |
|
|
2018
Q4 | $28.3M | Sell |
273,739
-80,097
| -23% | -$8.53M | 3.43% | 8 |
|
|
2018
Q3 | $39.9M | Sell |
353,836
-122,273
| -26% | -$13.9M | 3.93% | 4 |
|
|
2018
Q2 | $49.6M | Hold |
476,109
| – | – | 5.18% | 4 |
|
|
2018
Q1 | $52.4M | Sell |
476,109
-13,004
| -3% | -$1.47M | 5.45% | 2 |
|
|
2017
Q4 | $52.3M | Sell |
489,113
-15,528
| -3% | -$1.57M | 5.09% | 4 |
|
|
2017
Q3 | $48.2M | Sell |
504,641
-54,530
| -10% | -$5.03M | 5.07% | 4 |
|
|
2017
Q2 | $51.1M | Sell |
559,171
-14,700
| -3% | -$1.27M | 5.24% | 3 |
|
|
2017
Q1 | $50.4M | Sell |
573,871
-311
| -0.1% | -$27.4K | 5.41% | 3 |
|
|
2016
Q4 | $49.5M | Buy |
574,182
+292,744
| +104% | +$22.3M | 5.66% | 2 |
|
|
2016
Q3 | $18.7M | Sell |
281,438
-4
| -0% | -$261 | 2.13% | 17 |
|
|
2016
Q2 | $17.5M | Sell |
281,442
-150,177
| -35% | -$9.38M | 2.06% | 15 |
|
|
2016
Q1 | $25.6M | Buy |
431,619
+292,813
| +211% | +$17.1M | 2.91% | 8 |
|
|
2015
Q4 | $9.16M | Sell |
138,806
-120,795
| -47% | -$7.87M | 1.04% | 33 |
|
|
2015
Q3 | $15.8M | Sell |
259,601
-206,170
| -44% | -$13.5M | 1.95% | 18 |
|
|
2015
Q2 | $31.6M | Buy |
465,771
+189,040
| +68% | +$12.3M | 3.13% | 10 |
|
|
2015
Q1 | $16.8M | Sell |
276,731
-230,400
| -45% | -$13.6M | 1.54% | 17 |
|
|
2014
Q4 | $31.7M | Sell |
507,131
-130,810
| -21% | -$7.87M | 2.64% | 10 |
|
|
2014
Q3 | $38.4M | Buy |
637,941
+435,394
| +215% | +$25.5M | 3.59% | 9 |
|
|
2014
Q2 | $11.7M | Sell |
202,547
-360,495
| -64% | -$20.3M | 1.04% | 28 |
|
|
2014
Q1 | $34.2M | Buy |
563,042
+49,414
| +10% | +$2.86M | 3.08% | 9 |
|
|
2013
Q4 | $30M | Buy |
513,628
+443,160
| +629% | +$24.3M | 2.79% | 11 |
|
|
2013
Q3 | $3.64M | Sell |
70,468
-436,205
| -86% | -$23.4M | 0.39% | 45 |
|
|
2013
Q2 | $26.7M | Buy |
+506,673
| New | +$25.8M | 2.86% | 9 |
|
Other funds holding JPM
Beach Investment Counsel's JPM Position: Q1 2025 in Review
Beach Investment Counsel reduced its JPMorgan Chase (JPM) stake by 13% in Q1 2025, selling an estimated $2.64M and leaving 72,055 shares worth $17.7M. The position accounts for 2.6% of the portfolio, ranked #10.
Beach Investment Counsel first reported a position in JPM in Q2 2013 and has held it in 48 quarters since. The position peaked at $52.4M in Q1 2018. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.
- Beach Investment Counsel held 72,055 shares of JPMorgan Chase worth $17.7M as of Q1 2025.
- Beach Investment Counsel sold 10,336 JPMorgan Chase shares in Q1 2025, an estimated $2.64M.
- JPMorgan Chase made up 2.6% of Beach Investment Counsel's portfolio in Q1 2025, its #10 holding.
- Beach Investment Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 48 quarters since.
- Beach Investment Counsel's JPMorgan Chase position peaked at $52.4M in Q1 2018.
- 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.
Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.