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Beacon Financial Planning’s JPMorgan Chase JPM Stock Holding History

Beacon Financial Planning’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 		$203K Buy
+621
New +$193K 0.07% 85
2025
Q4 		– Sell
-658
Closed -$207K – 56
2025
Q3 		$207K Buy
+658
New +$196K 0.11% 53

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 Planning's JPM Position: Q2 2026 in Review

Beacon Financial Planning opened a new position in JPMorgan Chase (JPM) in Q2 2026: 621 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #85 among its holdings. This is a return to the name: Beacon Financial Planning previously reported a position in JPM as recently as Q3 2025.

Beacon Financial Planning first reported a position in JPM in Q3 2025 and has held it in 2 quarters since. The position peaked at $207K in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Beacon Financial Planning held 621 shares of JPMorgan Chase worth $203K as of Q2 2026.
  • JPMorgan Chase was a new Beacon Financial Planning position in Q2 2026.
  • JPMorgan Chase made up 0.07% of Beacon Financial Planning's portfolio in Q2 2026, its #85 holding.
  • Beacon Financial Planning first reported a position in JPMorgan Chase in Q3 2025 and has held it in 2 quarters since.
  • Beacon Financial Planning's JPMorgan Chase position peaked at $207K in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.