BFG
JPM icon

Beacon Financial Group’s JPMorgan Chase JPM Stock Holding History

Beacon Financial Group’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 		$12.4M Sell
38,027
-221
-0.6% -$68.6K 1.13% 20
2026
Q1 		$11.3M Sell
38,248
-482
-1% -$146K 1.12% 18
2025
Q4 		$12.5M Sell
38,730
-1,144
-3% -$354K 1.24% 18
2025
Q3 		$12.6M Sell
39,874
-831
-2% -$247K 1.24% 20
2025
Q2 		$11.8M Sell
40,705
-864
-2% -$220K 1.23% 17
2025
Q1 		$10.2M Sell
41,569
-866
-2% -$221K 1.11% 18
2024
Q4 		$10.2M Sell
42,435
-797
-2% -$186K 1.09% 20
2024
Q3 		$9.12M Sell
43,232
-33
-0.1% -$6.95K 0.99% 23
2024
Q2 		$8.75M Buy
43,265
+69
+0.2% +$13.5K 1% 23
2024
Q1 		$8.65M Sell
43,196
-1,115
-3% -$201K 0.99% 21
2023
Q4 		$7.54M Buy
44,311
+1,276
+3% +$193K 0.92% 24
2023
Q3 		$6.3M Sell
43,035
-299
-0.7% -$44.8K 0.89% 25
2023
Q2 		$6.21M Sell
43,334
-738
-2% -$102K 0.84% 32
2023
Q1 		$5.64M Sell
44,072
-2,063
-4% -$283K 0.79% 33
2022
Q4 		$6.23M Sell
46,135
-1,280
-3% -$162K 0.85% 29
2022
Q3 		$5.03M Buy
47,415
+253
+0.5% +$29K 0.78% 36
2022
Q2 		$5.5M Buy
47,162
+405
+0.9% +$50.2K 0.82% 36
2022
Q1 		$6.51M Sell
46,757
-495
-1% -$73.1K 0.87% 29
2021
Q4 		$7.64M Buy
47,252
+121
+0.3% +$19.9K 0.99% 27
2021
Q3 		$7.82M Buy
47,131
+500
+1% +$78.4K 1.05% 24
2021
Q2 		$6.98M Buy
46,631
+28
+0.1% +$4.4K 0.99% 26
2021
Q1 		$6.61M Hold
46,603
– – 1.03% 23
2020
Q4 		$6.61M Buy
46,603
+1,297
+3% +$145K 1.03% 24
2020
Q3 		$4.36M Buy
45,306
+282
+0.6% +$27.7K 0.78% 38
2020
Q2 		$4.19M Buy
45,024
+883
+2% +$83.8K 0.81% 42
2020
Q1 		$4.13M Buy
44,141
+160
+0.4% +$19.4K 0.91% 35
2019
Q4 		$6.13M Sell
43,981
-681
-2% -$87.3K 0.77% 29
2019
Q3 		$5.26M Sell
44,662
-433
-1% -$49K 0.9% 34
2019
Q2 		$5.04M Sell
45,095
-98
-0.2% -$10.8K 0.86% 38
2019
Q1 		$4.58K Buy
45,193
+7,726
+21% +$796K 0.75% 41
2018
Q4 		$3.63M Buy
37,467
+30,902
+471% +$3.29M 0.68% 46
2018
Q3 		$741K Hold
6,565
– – 0.13% 116
2018
Q2 		$684K Buy
6,565
+1
+0% +$110 0.12% 125
2018
Q1 		$722K Buy
6,564
+601
+10% +$68K 0.12% 123
2017
Q4 		$638K Sell
5,963
-119
-2% -$12K 0.11% 124
2017
Q3 		$581K Buy
6,082
+921
+18% +$84.9K 0.1% 123
2017
Q2 		$470K Sell
5,161
-49
-0.9% -$4.23K 0.09% 132
2017
Q1 		$463K Sell
5,210
-166
-3% -$14.6K 0.09% 127
2016
Q4 		$463K Buy
5,376
+698
+15% +$53.2K 0.09% 126
2016
Q3 		$307K Buy
4,678
+1,101
+31% +$71.8K 0.06% 158
2016
Q2 		$219K Sell
3,577
-375
-9% -$23.4K 0.05% 170
2016
Q1 		$236K Buy
3,952
+773
+24% +$45.1K 0.05% 167
2015
Q4 		$211K Buy
+3,179
New +$207K 0.05% 164
2014
Q2 		– Sell
-12,141
Closed -$729K – 160
2014
Q1 		$729K Buy
12,141
+7
+0.1% +$405 0.15% 94
2013
Q4 		$703K Buy
12,134
+770
+7% +$42.2K 0.14% 107
2013
Q3 		$594K Buy
+11,364
New +$610K 0.13% 113

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Beacon Financial Group reduced its JPMorgan Chase (JPM) stake by 0.58% in Q2 2026, selling an estimated $68.6K and leaving 38,027 shares worth $12.4M. The position accounts for 1.13% of the portfolio, ranked #20.

Beacon Financial Group first reported a position in JPM in Q3 2013 and has held it in 46 quarters since. The position peaked at $12.6M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Beacon Financial Group held 38,027 shares of JPMorgan Chase worth $12.4M as of Q2 2026.
  • Beacon Financial Group sold 221 JPMorgan Chase shares in Q2 2026, an estimated $68.6K.
  • JPMorgan Chase made up 1.13% of Beacon Financial Group's portfolio in Q2 2026, its #20 holding.
  • Beacon Financial Group first reported a position in JPMorgan Chase in Q3 2013 and has held it in 46 quarters since.
  • Beacon Financial Group's JPMorgan Chase position peaked at $12.6M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.