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Beacon Harbor Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Beacon Harbor Wealth Advisors’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
Q1 		$7.5M Buy
+25,495
New +$7.74M 1.57% 34
2025
Q2 		– Sell
-926
Closed -$227K – 83
2025
Q1 		$227K Hold
926
– – 0.05% 70
2024
Q4 		$222K Buy
+926
New +$216K 0.05% 74
2024
Q3 		– Sell
-31,226
Closed -$6.32M – 77
2024
Q2 		$6.32M Buy
31,226
+49
+0.2% +$9.58K 1.64% 26
2024
Q1 		$6.25M Sell
31,177
-597
-2% -$108K 1.65% 27
2023
Q4 		$5.41M Buy
31,774
+880
+3% +$133K 1.57% 30
2023
Q3 		$4.48M Buy
30,894
+572
+2% +$85.7K 1.49% 39
2023
Q2 		$4.41M Buy
+30,322
New +$4.17M 1.44% 38

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beacon Harbor Wealth Advisors's JPM Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors opened a new position in JPMorgan Chase (JPM) in Q1 2026: 25,495 shares worth $7.5M. The stake represents 1.57% of the portfolio and ranks #34 among its holdings. This is a return to the name: Beacon Harbor Wealth Advisors previously reported a position in JPM as recently as Q1 2025.

Beacon Harbor Wealth Advisors first reported a position in JPM in Q2 2023 and has held it in 8 quarters since. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Beacon Harbor Wealth Advisors held 25,495 shares of JPMorgan Chase worth $7.5M as of Q1 2026.
  • JPMorgan Chase was a new Beacon Harbor Wealth Advisors position in Q1 2026.
  • JPMorgan Chase made up 1.57% of Beacon Harbor Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • Beacon Harbor Wealth Advisors first reported a position in JPMorgan Chase in Q2 2023 and has held it in 8 quarters since.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.