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Beacon Financial Advisory’s JPMorgan Chase JPM Stock Holding History

Beacon Financial Advisory’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 		$3.78M Sell
11,556
-42
-0.4% -$13K 0.74% 20
2026
Q1 		$3.41M Buy
11,598
+34
+0.3% +$10.3K 0.77% 21
2025
Q4 		$3.73M Sell
11,564
-2,551
-18% -$790K 0.86% 21
2025
Q3 		$4.45M Buy
14,115
+968
+7% +$288K 1.03% 14
2025
Q2 		$3.81M Buy
13,147
+3,260
+33% +$832K 0.99% 17
2025
Q1 		$2.43M Buy
9,887
+230
+2% +$58.6K 0.73% 25
2024
Q4 		$2.31M Buy
9,657
+180
+2% +$41.9K 0.75% 22
2024
Q3 		$2M Sell
9,477
-274
-3% -$57.7K 0.68% 27
2024
Q2 		$1.97M Buy
9,751
+1,805
+23% +$353K 0.74% 23
2024
Q1 		$1.59M Sell
7,946
-53
-0.7% -$9.56K 0.77% 23
2023
Q4 		$1.36M Sell
7,999
-43
-0.5% -$6.52K 0.66% 33
2023
Q3 		$1.17M Buy
8,042
+51
+0.6% +$7.64K 0.64% 40
2023
Q2 		$1.16M Buy
7,991
+136
+2% +$18.7K 0.67% 36
2023
Q1 		$1.02M Buy
7,855
+313
+4% +$42.9K 0.65% 43
2022
Q4 		$1.01M Sell
7,542
-546
-7% -$69.2K 0.72% 38
2022
Q3 		$845K Sell
8,088
-400
-5% -$45.9K 0.6% 48
2022
Q2 		$956K Sell
8,488
-120
-1% -$14.9K 0.54% 54
2022
Q1 		$1.17M Buy
8,608
+76
+0.9% +$11.2K 0.56% 51
2021
Q4 		$1.35M Buy
8,532
+218
+3% +$35.8K 0.62% 42
2021
Q3 		$1.36M Buy
8,314
+9
+0.1% +$1.41K 0.71% 32
2021
Q2 		$1.29M Buy
8,305
+863
+12% +$136K 0.69% 36
2021
Q1 		$1.13M Sell
7,442
-2,189
-23% -$315K 0.65% 38
2020
Q4 		$1.22M Buy
9,631
+1,501
+18% +$168K 0.8% 34
2020
Q3 		$782K Buy
8,130
+4,452
+121% +$437K 0.68% 40
2020
Q2 		$345K Buy
3,678
+701
+24% +$66.5K 0.38% 91
2020
Q1 		$268K Sell
2,977
-832
-22% -$101K 0.34% 102
2019
Q4 		$530K Buy
+3,809
New +$489K 0.45% 65

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Beacon Financial Advisory's JPM Position: Q2 2026 in Review

Beacon Financial Advisory reduced its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, selling an estimated $13K and leaving 11,556 shares worth $3.78M. The position accounts for 0.74% of the portfolio, ranked #20.

Beacon Financial Advisory first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.45M in Q3 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Beacon Financial Advisory held 11,556 shares of JPMorgan Chase worth $3.78M as of Q2 2026.
  • Beacon Financial Advisory sold 42 JPMorgan Chase shares in Q2 2026, an estimated $13K.
  • JPMorgan Chase made up 0.74% of Beacon Financial Advisory's portfolio in Q2 2026, its #20 holding.
  • Beacon Financial Advisory first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Beacon Financial Advisory's JPMorgan Chase position peaked at $4.45M in Q3 2025.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.