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Beacon Capital Management LLC (Tennessee)’s JPMorgan Chase JPM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$1.06M Buy
3,251
+523
+19% +$162K 0.16% 62
2026
Q1 		$802K Sell
2,728
-256
-9% -$77.7K 0.14% 62
2025
Q4 		$961K Sell
2,984
-114
-4% -$35.3K 0.15% 47
2025
Q3 		$977K Buy
3,098
+118
+4% +$35.1K 0.14% 46
2025
Q2 		$864K Buy
2,980
+43
+1% +$11K 0.12% 43
2025
Q1 		$720K Sell
2,937
-61
-2% -$15.6K 0.1% 50
2024
Q4 		$719K Buy
2,998
+74
+3% +$17.2K 0.09% 50
2024
Q3 		$617K Buy
2,924
+544
+23% +$115K 0.09% 48
2024
Q2 		$481K Sell
2,380
-156
-6% -$30.5K 0.09% 50
2024
Q1 		$508K Buy
2,536
+445
+21% +$80.3K 0.1% 48
2023
Q4 		$303K Buy
2,091
+1
+0% +$152 0.09% 56
2023
Q3 		$304K Hold
2,090
– – 0.08% 65
2023
Q2 		$304K Buy
2,090
+64
+3% +$8.8K 0.08% 65
2023
Q1 		$264K Buy
2,026
+287
+17% +$39.3K 0.08% 67
2022
Q4 		$233K Buy
1,739
+562
+48% +$71.2K 0.08% 74
2022
Q3 		$131K Sell
1,177
-35
-3% -$4.02K 0.04% 116
2022
Q2 		$165K Hold
1,212
– – 0.04% 115
2022
Q1 		$165K Buy
+1,212
New +$179K 0.04% 115

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s JPM Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its JPMorgan Chase (JPM) stake by 19% in Q2 2026, buying an estimated $162K and bringing the position to 3,251 shares worth $1.06M. The position accounts for 0.16% of the portfolio, ranked #62.

Beacon Capital Management LLC (Tennessee) first reported a position in JPM in Q1 2022 and has held it in 18 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 3,251 shares of JPMorgan Chase worth $1.06M as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 523 JPMorgan Chase shares in Q2 2026, an estimated $162K.
  • JPMorgan Chase made up 0.16% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #62 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in JPMorgan Chase in Q1 2022 and has held it in 18 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.