Beacon Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $76M | Sell |
|
|||||
|
2025
Q2 | $74M | Sell |
|
|||||
|
2025
Q1 | $64.7M | Sell |
|
|||||
|
2024
Q4 | $64.2M | Sell |
|
|||||
|
2024
Q3 | $56.8M | Sell |
|
|||||
|
2024
Q2 | $54.7M | Sell |
|
|||||
|
2024
Q1 | $54.3M | Buy |
|
|||||
|
2023
Q4 | $46M | Sell |
|
|||||
|
2023
Q3 | $39.8M | Sell |
|
|||||
|
2023
Q2 | $40.4M | Sell |
|
|||||
|
2023
Q1 | $37.2M | Sell |
|
|||||
|
2022
Q4 | $39.2M | Buy |
|
|||||
|
2022
Q3 | $30.4M | Sell |
|
|||||
|
2022
Q2 | $33.8M | Buy |
|
|||||
|
2022
Q1 | $40.9M | Sell |
|
|||||
|
2021
Q4 | $47.5M | Buy |
|
|||||
|
2021
Q3 | $48.9M | Sell |
|
|||||
|
2021
Q2 | $47.2M | Buy |
|
|||||
|
2021
Q1 | $46.1M | Sell |
|
|||||
|
2020
Q4 | $38.5M | Sell |
|
|||||
|
2020
Q3 | $30.7M | Sell |
|
|||||
|
2020
Q2 | $30.6M | Sell |
|
|||||
|
2020
Q1 | $29.9M | Buy |
|
|||||
|
2019
Q4 | $45.8M | Buy |
|
|||||
|
2019
Q3 | $21.7M | Buy |
|
|||||
|
2019
Q2 | $19.8M | Buy |
|
|||||
|
2019
Q1 | $17.9M | Sell |
|
|||||
|
2018
Q4 | $17.7M | Buy |
|
|||||
|
2018
Q3 | $19.6M | Sell |
|
|||||
|
2018
Q2 | $18.5M | Buy |
|
|||||
|
2018
Q1 | $19.5M | Buy |
|
|||||
|
2017
Q4 | $18.5M | Sell |
|
|||||
|
2017
Q3 | $18.4M | Buy |
|
|||||
|
2017
Q2 | $1.2M | Buy |
|
|||||
|
2017
Q1 | $835K | Buy |
|
|||||
|
2016
Q4 | $648K | Buy |
|
|||||
|
2016
Q3 | $487K | Buy |
|
|||||
|
2016
Q2 | $441K | Buy |
|
|||||
|
2016
Q1 | $404K | Buy |
|
|||||
|
2015
Q4 | $446K | Sell |
|
|||||
|
2015
Q3 | $420K | Sell |
|
|||||
|
2015
Q2 | $507K | Buy |
|