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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
Q2 		– Sell
-25,495
Closed -$7.5M – 78
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 $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 $3.38T AUM 44.17% 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 Harbor Wealth Advisors's JPM Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 25,495 shares — an estimated $7.5M sold.

Beacon Harbor Wealth Advisors first reported a position in JPM in Q2 2023 and held it in 8 quarters. The position peaked at $7.5M in Q1 2026. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Beacon Harbor Wealth Advisors reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 25,495 JPMorgan Chase shares in Q2 2026, an estimated $7.5M.
  • Beacon Harbor Wealth Advisors first reported a position in JPMorgan Chase in Q2 2023 and held it in 8 quarters.
  • Beacon Harbor Wealth Advisors's JPMorgan Chase position peaked at $7.5M in Q1 2026.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.