Beacon Financial Advisory’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
Q2 | $3.81M | Buy |
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|
2025
Q1 | $2.43M | Buy |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $2M | Sell |
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|
2024
Q2 | $1.97M | Buy |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.36M | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $845K | Sell |
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|
2022
Q2 | $956K | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.29M | Buy |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $782K | Buy |
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|
2020
Q2 | $345K | Buy |
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|
2020
Q1 | $268K | Sell |
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|
2019
Q4 | $530K | Buy |
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