Beacon Bridge Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Beacon Bridge Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$734K	Buy	2,243 +293	+15%	+$91K	0.21%	67
2026 Q1	$574K	Sell	1,950 -40	-2%	-$12.1K	0.19%	71
2025 Q4	$641K	Sell	1,990 -193	-9%	-$59.8K	0.21%	67
2025 Q3	$689K	Buy	2,183 +65	+3%	+$19.3K	0.24%	59
2025 Q2	$614K	Sell	2,118 -113	-5%	-$28.8K	0.24%	55
2025 Q1	$547K	Buy	2,231 +40	+2%	+$10.2K	0.23%	61
2024 Q4	$525K	Hold	2,191	–	–	0.22%	63
2024 Q3	$462K	Hold	2,191	–	–	0.2%	62
2024 Q2	$443K	Sell	2,191 -75	-3%	-$14.7K	0.2%	66
2024 Q1	$454K	Buy	2,266 +12	+0.5%	+$2.17K	0.21%	66
2023 Q4	$383K	Sell	2,254 -36	-2%	-$5.46K	0.19%	64
2023 Q3	$332K	Hold	2,290	–	–	0.18%	61
2023 Q2	$333K	Hold	2,290	–	–	0.17%	56
2023 Q1	$298K	Sell	2,290 -106	-4%	-$14.5K	0.18%	63
2022 Q4	$321K	Buy	+2,396	New	+$304K	0.23%	53

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Beacon Bridge Wealth Partners's JPM Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $91K and bringing the position to 2,243 shares worth $734K. The position accounts for 0.21% of the portfolio, ranked #67.

Beacon Bridge Wealth Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 3,307 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Beacon Bridge Wealth Partners held 2,243 shares of JPMorgan Chase worth $734K as of Q2 2026.
Beacon Bridge Wealth Partners bought 293 JPMorgan Chase shares in Q2 2026, an estimated $91K.
JPMorgan Chase made up 0.21% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #67 holding.
Beacon Bridge Wealth Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
3,307 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.