Beacon Financial Advisory
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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
Q3 		$4.63M Buy
14,001
+2,445
+21% +$855K 0.88% 20
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% -$9.6K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Beacon Financial Advisory's JPM Position: Q3 2026 in Review

Beacon Financial Advisory increased its JPMorgan Chase (JPM) stake by 21% in Q3 2026, buying an estimated $855K and bringing the position to 14,001 shares worth $4.63M. The position accounts for 0.88% of the portfolio, ranked #20.

Beacon Financial Advisory first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Beacon Financial Advisory held 14,001 shares of JPMorgan Chase worth $4.63M as of Q3 2026.
  • Beacon Financial Advisory bought 2,445 JPMorgan Chase shares in Q3 2026, an estimated $855K.
  • JPMorgan Chase made up 0.88% of Beacon Financial Advisory's portfolio in Q3 2026, its #20 holding.
  • Beacon Financial Advisory first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.