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

Beacon Harbor Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.5M	Buy
2025 Q2	–	Sell
2025 Q1	$227K	Hold
2024 Q4	$222K	Buy
2024 Q3	–	Sell
2024 Q2	$6.32M	Buy
2024 Q1	$6.25M	Sell
2023 Q4	$5.41M	Buy
2023 Q3	$4.48M	Buy
2023 Q2	$4.41M	Buy