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Beacon Financial Strategies’s JPMorgan Chase JPM Stock Holding History

Beacon Financial Strategies’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 		$342K Buy
1,045
+186
+22% +$57.8K 0.17% 33
2026
Q1 		$253K Hold
859
– – 0.14% 33
2025
Q4 		$277K Hold
859
– – 0.15% 31
2025
Q3 		$271K Sell
859
-50
-6% -$14.9K 0.16% 31
2025
Q2 		$263K Buy
909
+53
+6% +$13.5K 0.17% 33
2025
Q1 		$210K Sell
856
-6
-0.7% -$1.53K 0.14% 36
2024
Q4 		$207K Buy
+862
New +$201K 0.14% 33

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 Strategies's JPM Position: Q2 2026 in Review

Beacon Financial Strategies increased its JPMorgan Chase (JPM) stake by 22% in Q2 2026, buying an estimated $57.8K and bringing the position to 1,045 shares worth $342K. The position accounts for 0.17% of the portfolio, ranked #33.

Beacon Financial Strategies first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Beacon Financial Strategies held 1,045 shares of JPMorgan Chase worth $342K as of Q2 2026.
  • Beacon Financial Strategies bought 186 JPMorgan Chase shares in Q2 2026, an estimated $57.8K.
  • JPMorgan Chase made up 0.17% of Beacon Financial Strategies's portfolio in Q2 2026, its #33 holding.
  • Beacon Financial Strategies first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.