Beacon Capital Management LLC (Tennessee)’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
Q3 | $977K | Buy |
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|
2025
Q2 | $864K | Buy |
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|
2025
Q1 | $720K | Sell |
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|
2024
Q4 | $719K | Buy |
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|
2024
Q3 | $617K | Buy |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $508K | Buy |
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|
2023
Q4 | $303K | Buy |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $304K | Buy |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | $131K | Sell |
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|
2022
Q2 | $165K | Hold |
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|
2022
Q1 | $165K | Buy |
|