Beacon Capital Management LLC (Tennessee)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
2,980
+43
| +1% | +$12.5K | 0.12% | 43 |
|
|
2025
Q1 | $720K | Sell |
2,937
-61
| -2% | -$15K | 0.1% | 50 |
|
|
2024
Q4 | $719K | Buy |
2,998
+74
| +3% | +$17.7K | 0.09% | 50 |
|
|
2024
Q3 | $617K | Buy |
2,924
+544
| +23% | +$115K | 0.09% | 48 |
|
|
2024
Q2 | $481K | Sell |
2,380
-156
| -6% | -$31.6K | 0.09% | 50 |
|
|
2024
Q1 | $508K | Buy |
2,536
+445
| +21% | +$89.1K | 0.1% | 48 |
|
|
2023
Q4 | $303K | Buy |
2,091
+1
| +0% | +$145 | 0.09% | 56 |
|
|
2023
Q3 | $304K | Hold |
2,090
| – | – | 0.08% | 65 |
|
|
2023
Q2 | $304K | Buy |
2,090
+64
| +3% | +$9.31K | 0.08% | 65 |
|
|
2023
Q1 | $264K | Buy |
2,026
+287
| +17% | +$37.4K | 0.08% | 67 |
|
|
2022
Q4 | $233K | Buy |
1,739
+562
| +48% | +$75.4K | 0.08% | 74 |
|
|
2022
Q3 | $131K | Sell |
1,177
-35
| -3% | -$3.9K | 0.04% | 116 |
|
|
2022
Q2 | $165K | Hold |
1,212
| – | – | 0.04% | 115 |
|
|
2022
Q1 | $165K | Buy |
+1,212
| New | +$165K | 0.04% | 115 |
|