Beacon Capital Management Inc (Ohio)’s JPMorgan Chase JPM Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2023 Q2	–	Sell	-53	Closed	-$6.91K	–	72
2023 Q1	$6.91K	Buy	+53	New	+$7.26K	﹤0.01%	70
2020 Q4	–	Sell	-50	Closed	-$5K	–	90
2020 Q3	$5K	Hold	50	–	–	﹤0.01%	54
2020 Q2	$5K	Hold	50	–	–	﹤0.01%	56
2020 Q1	$5K	Hold	50	–	–	﹤0.01%	50
2019 Q4	$7K	Hold	50	–	–	﹤0.01%	48
2019 Q3	$6K	Sell	50 -1	-2%	-$113	﹤0.01%	50
2019 Q2	$6K	Buy	51 +1	+2%	+$110	﹤0.01%	59
2019 Q1	$5K	Hold	50	–	–	﹤0.01%	54
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	48
2018 Q3	$6K	Hold	50	–	–	﹤0.01%	51
2018 Q2	$5K	Hold	50	–	–	﹤0.01%	60
2018 Q1	$5K	Hold	50	–	–	﹤0.01%	49
2017 Q4	$5K	Hold	50	–	–	﹤0.01%	50
2017 Q3	$5K	Hold	50	–	–	﹤0.01%	55
2017 Q2	$5K	Sell	50 -5	-9%	-$431	﹤0.01%	53
2017 Q1	$5K	Buy	55 +5	+10%	+$441	﹤0.01%	52
2016 Q4	$4K	Hold	50	–	–	﹤0.01%	55
2016 Q3	$3K	Hold	50	–	–	﹤0.01%	84
2016 Q2	$3K	Hold	50	–	–	﹤0.01%	127
2016 Q1	$3K	Sell	50 -5	-9%	-$292	﹤0.01%	153
2015 Q4	$4K	Hold	55	–	–	﹤0.01%	179
2015 Q3	$3K	Buy	55 +5	+10%	+$327	﹤0.01%	192
2015 Q2	$3K	Hold	50	–	–	﹤0.01%	209
2015 Q1	$3K	Hold	50	–	–	﹤0.01%	212
2014 Q4	$3K	Hold	50	–	–	﹤0.01%	189
2014 Q3	$3K	Hold	50	–	–	﹤0.01%	197
2014 Q2	$3K	Sell	50 -9	-15%	-$506	﹤0.01%	199
2014 Q1	$4K	Buy	59 +9	+18%	+$520	﹤0.01%	184
2013 Q4	$3K	Buy	+50	New	+$2.74K	﹤0.01%	193

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s JPM Position: Q2 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of JPMorgan Chase (JPM) in Q2 2023, closing a stake of 53 shares — an estimated $6.91K sold.

Beacon Capital Management Inc (Ohio) first reported a position in JPM in Q4 2013 and held it in 29 quarters. The position peaked at $7K in Q4 2019. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

Beacon Capital Management Inc (Ohio) reported no remaining JPMorgan Chase position as of Q2 2023 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 53 JPMorgan Chase shares in Q2 2023, an estimated $6.91K.
Beacon Capital Management Inc (Ohio) first reported a position in JPMorgan Chase in Q4 2013 and held it in 29 quarters.
Beacon Capital Management Inc (Ohio)'s JPMorgan Chase position peaked at $7K in Q4 2019.
3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2023, filed 13 Jul 2023.