BFG
Beacon Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
40,705
-864
| -2% | -$250K | 1.23% | 17 |
|
|
2025
Q1 | $10.2M | Sell |
41,569
-866
| -2% | -$212K | 1.11% | 18 |
|
|
2024
Q4 | $10.2M | Sell |
42,435
-797
| -2% | -$191K | 1.09% | 20 |
|
|
2024
Q3 | $9.12M | Sell |
43,232
-33
| -0.1% | -$6.96K | 0.99% | 23 |
|
|
2024
Q2 | $8.75M | Buy |
43,265
+69
| +0.2% | +$14K | 1% | 23 |
|
|
2024
Q1 | $8.65M | Sell |
43,196
-1,115
| -3% | -$223K | 0.99% | 21 |
|
|
2023
Q4 | $7.54M | Buy |
44,311
+1,276
| +3% | +$217K | 0.92% | 24 |
|
|
2023
Q3 | $6.3M | Sell |
43,035
-299
| -0.7% | -$43.8K | 0.89% | 25 |
|
|
2023
Q2 | $6.22M | Sell |
43,334
-738
| -2% | -$106K | 0.84% | 32 |
|
|
2023
Q1 | $5.64M | Sell |
44,072
-2,063
| -4% | -$264K | 0.79% | 33 |
|
|
2022
Q4 | $6.23M | Sell |
46,135
-1,280
| -3% | -$173K | 0.85% | 29 |
|
|
2022
Q3 | $5.03M | Buy |
47,415
+253
| +0.5% | +$26.9K | 0.78% | 36 |
|
|
2022
Q2 | $5.5M | Buy |
47,162
+405
| +0.9% | +$47.2K | 0.82% | 36 |
|
|
2022
Q1 | $6.51M | Sell |
46,757
-495
| -1% | -$68.9K | 0.87% | 29 |
|
|
2021
Q4 | $7.64M | Buy |
47,252
+121
| +0.3% | +$19.6K | 0.99% | 27 |
|
|
2021
Q3 | $7.82M | Buy |
47,131
+500
| +1% | +$83K | 1.05% | 24 |
|
|
2021
Q2 | $6.98M | Buy |
46,631
+28
| +0.1% | +$4.19K | 0.99% | 26 |
|
|
2021
Q1 | $6.61M | Hold |
46,603
| – | – | 1.03% | 23 |
|
|
2020
Q4 | $6.61M | Buy |
46,603
+1,297
| +3% | +$184K | 1.03% | 24 |
|
|
2020
Q3 | $4.36M | Buy |
45,306
+282
| +0.6% | +$27.2K | 0.78% | 38 |
|
|
2020
Q2 | $4.19M | Buy |
45,024
+883
| +2% | +$82.1K | 0.81% | 42 |
|
|
2020
Q1 | $4.13M | Buy |
44,141
+160
| +0.4% | +$15K | 0.91% | 35 |
|
|
2019
Q4 | $6.13M | Sell |
43,981
-681
| -2% | -$94.9K | 0.77% | 29 |
|
|
2019
Q3 | $5.26M | Sell |
44,662
-433
| -1% | -$51K | 0.9% | 34 |
|
|
2019
Q2 | $5.04M | Sell |
45,095
-98
| -0.2% | -$11K | 0.86% | 38 |
|
|
2019
Q1 | $4.58K | Buy |
45,193
+7,726
| +21% | +$782 | 0.75% | 41 |
|
|
2018
Q4 | $3.63M | Buy |
37,467
+30,902
| +471% | +$2.99M | 0.68% | 46 |
|
|
2018
Q3 | $741K | Hold |
6,565
| – | – | 0.13% | 116 |
|
|
2018
Q2 | $684K | Buy |
6,565
+1
| +0% | +$104 | 0.12% | 125 |
|
|
2018
Q1 | $722K | Buy |
6,564
+601
| +10% | +$66.1K | 0.12% | 123 |
|
|
2017
Q4 | $638K | Sell |
5,963
-119
| -2% | -$12.7K | 0.11% | 124 |
|
|
2017
Q3 | $581K | Buy |
6,082
+921
| +18% | +$88K | 0.1% | 123 |
|
|
2017
Q2 | $470K | Sell |
5,161
-49
| -0.9% | -$4.46K | 0.09% | 132 |
|
|
2017
Q1 | $463K | Sell |
5,210
-166
| -3% | -$14.8K | 0.09% | 127 |
|
|
2016
Q4 | $463K | Buy |
5,376
+698
| +15% | +$60.1K | 0.09% | 126 |
|
|
2016
Q3 | $307K | Buy |
4,678
+1,101
| +31% | +$72.3K | 0.06% | 158 |
|
|
2016
Q2 | $219K | Sell |
3,577
-375
| -9% | -$23K | 0.05% | 170 |
|
|
2016
Q1 | $236K | Buy |
3,952
+773
| +24% | +$46.2K | 0.05% | 167 |
|
|
2015
Q4 | $211K | Buy |
+3,179
| New | +$211K | 0.05% | 164 |
|
|
2014
Q2 | – | Sell |
-12,141
| Closed | -$729K | – | 160 |
|
|
2014
Q1 | $729K | Buy |
12,141
+7
| +0.1% | +$420 | 0.15% | 94 |
|
|
2013
Q4 | $703K | Buy |
12,134
+770
| +7% | +$44.6K | 0.14% | 107 |
|
|
2013
Q3 | $594K | Buy |
+11,364
| New | +$594K | 0.13% | 113 |
|