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Beacon Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Beacon Investment 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 		$2.01M Buy
6,830
+3
+0% +$910 0.76% 35
2025
Q4 		$2.2M Buy
6,827
+3
+0% +$929 0.88% 34
2025
Q3 		$2.15M Buy
6,824
+24
+0.4% +$7.14K 0.88% 31
2025
Q2 		$1.95M Buy
6,800
+9
+0.1% +$2.3K 0.84% 32
2025
Q1 		$1.67M Buy
6,791
+63
+0.9% +$16.1K 0.79% 34
2024
Q4 		$1.61M Buy
6,728
+11
+0.2% +$2.56K 0.76% 40
2024
Q3 		$1.42M Buy
6,717
+7
+0.1% +$1.47K 0.67% 49
2024
Q2 		$1.36M Buy
6,710
+4,509
+205% +$882K 0.69% 45
2024
Q1 		$441K Buy
2,201
+112
+5% +$20.2K 0.25% 91
2023
Q4 		$355K Buy
2,089
+136
+7% +$20.6K 0.23% 97
2023
Q3 		$283K Buy
1,953
+7
+0.4% +$1.05K 0.2% 100
2023
Q2 		$283K Sell
1,946
-101
-5% -$13.9K 0.19% 103
2023
Q1 		$267K Buy
2,047
+13
+0.6% +$1.78K 0.19% 111
2022
Q4 		$273K Buy
+2,034
New +$258K 0.23% 104

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 Investment Advisors's JPM Position: Q1 2026 in Review

Beacon Investment Advisors increased its JPMorgan Chase (JPM) stake by 0.04% in Q1 2026, buying an estimated $910 and bringing the position to 6,830 shares worth $2.01M. The position accounts for 0.76% of the portfolio, ranked #35.

Beacon Investment Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.2M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Beacon Investment Advisors held 6,830 shares of JPMorgan Chase worth $2.01M as of Q1 2026.
  • Beacon Investment Advisors bought 3 JPMorgan Chase shares in Q1 2026, an estimated $910.
  • JPMorgan Chase made up 0.76% of Beacon Investment Advisors's portfolio in Q1 2026, its #35 holding.
  • Beacon Investment Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Beacon Investment Advisors's JPMorgan Chase position peaked at $2.2M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.