Beacon Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
6,800
+9
| +0.1% | +$2.58K | 0.84% | 32 |
|
|
2025
Q1 | $1.67M | Buy |
6,791
+63
| +0.9% | +$15.5K | 0.79% | 34 |
|
|
2024
Q4 | $1.61M | Buy |
6,728
+11
| +0.2% | +$2.64K | 0.76% | 40 |
|
|
2024
Q3 | $1.42M | Buy |
6,717
+7
| +0.1% | +$1.48K | 0.67% | 49 |
|
|
2024
Q2 | $1.36M | Buy |
6,710
+4,509
| +205% | +$912K | 0.69% | 45 |
|
|
2024
Q1 | $441K | Buy |
2,201
+112
| +5% | +$22.4K | 0.25% | 91 |
|
|
2023
Q4 | $355K | Buy |
2,089
+136
| +7% | +$23.1K | 0.23% | 97 |
|
|
2023
Q3 | $283K | Buy |
1,953
+7
| +0.4% | +$1.02K | 0.2% | 100 |
|
|
2023
Q2 | $283K | Sell |
1,946
-101
| -5% | -$14.7K | 0.19% | 103 |
|
|
2023
Q1 | $267K | Buy |
2,047
+13
| +0.6% | +$1.69K | 0.19% | 111 |
|
|
2022
Q4 | $273K | Buy |
+2,034
| New | +$273K | 0.23% | 104 |
|