BIAS
Beacon Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74M | Sell |
255,237
-8,375
| -3% | -$2.43M | 3.27% | 4 |
|
|
2025
Q1 | $64.7M | Sell |
263,612
-4,213
| -2% | -$1.03M | 3.02% | 6 |
|
|
2024
Q4 | $64.2M | Sell |
267,825
-1,652
| -0.6% | -$396K | 2.78% | 6 |
|
|
2024
Q3 | $56.8M | Sell |
269,477
-1,041
| -0.4% | -$220K | 2.36% | 8 |
|
|
2024
Q2 | $54.7M | Sell |
270,518
-713
| -0.3% | -$144K | 2.35% | 9 |
|
|
2024
Q1 | $54.3M | Buy |
271,231
+983
| +0.4% | +$197K | 2.34% | 9 |
|
|
2023
Q4 | $46M | Sell |
270,248
-3,970
| -1% | -$675K | 2.09% | 10 |
|
|
2023
Q3 | $39.8M | Sell |
274,218
-3,801
| -1% | -$551K | 1.96% | 11 |
|
|
2023
Q2 | $40.4M | Sell |
278,019
-7,155
| -3% | -$1.04M | 1.86% | 14 |
|
|
2023
Q1 | $37.2M | Sell |
285,174
-7,384
| -3% | -$962K | 1.81% | 15 |
|
|
2022
Q4 | $39.2M | Buy |
292,558
+2,102
| +0.7% | +$282K | 2.01% | 12 |
|
|
2022
Q3 | $30.4M | Sell |
290,456
-10,040
| -3% | -$1.05M | 1.67% | 16 |
|
|
2022
Q2 | $33.8M | Buy |
300,496
+501
| +0.2% | +$56.4K | 1.76% | 15 |
|
|
2022
Q1 | $40.9M | Sell |
299,995
-104
| -0% | -$14.2K | 1.74% | 14 |
|
|
2021
Q4 | $47.5M | Buy |
300,099
+1,444
| +0.5% | +$229K | 1.85% | 11 |
|
|
2021
Q3 | $48.9M | Sell |
298,655
-4,823
| -2% | -$789K | 2.02% | 12 |
|
|
2021
Q2 | $47.2M | Buy |
303,478
+482
| +0.2% | +$75K | 1.91% | 12 |
|
|
2021
Q1 | $46.1M | Sell |
302,996
-246
| -0.1% | -$37.4K | 2.01% | 11 |
|
|
2020
Q4 | $38.5M | Sell |
303,242
-16,060
| -5% | -$2.04M | 1.78% | 14 |
|
|
2020
Q3 | $30.7M | Sell |
319,302
-6,376
| -2% | -$614K | 1.6% | 16 |
|
|
2020
Q2 | $30.6M | Sell |
325,678
-6,544
| -2% | -$616K | 1.74% | 14 |
|
|
2020
Q1 | $29.9M | Buy |
332,222
+3,407
| +1% | +$307K | 2.11% | 7 |
|
|
2019
Q4 | $45.8M | Buy |
328,815
+144,438
| +78% | +$20.1M | 2.44% | 5 |
|
|
2019
Q3 | $21.7M | Buy |
184,377
+7,348
| +4% | +$865K | 2.17% | 9 |
|
|
2019
Q2 | $19.8M | Buy |
177,029
+83
| +0% | +$9.28K | 2.1% | 9 |
|
|
2019
Q1 | $17.9M | Sell |
176,946
-3,982
| -2% | -$403K | 1.9% | 8 |
|
|
2018
Q4 | $17.7M | Buy |
180,928
+6,826
| +4% | +$666K | 1.95% | 10 |
|
|
2018
Q3 | $19.6M | Sell |
174,102
-3,458
| -2% | -$390K | 1.91% | 8 |
|
|
2018
Q2 | $18.5M | Buy |
177,560
+181
| +0.1% | +$18.9K | 1.87% | 10 |
|
|
2018
Q1 | $19.5M | Buy |
177,379
+4,617
| +3% | +$508K | 2.01% | 10 |
|
|
2017
Q4 | $18.5M | Sell |
172,762
-20,127
| -10% | -$2.15M | 1.95% | 10 |
|
|
2017
Q3 | $18.4M | Buy |
192,889
+179,753
| +1,368% | +$17.2M | 1.58% | 10 |
|
|
2017
Q2 | $1.2M | Buy |
13,136
+3,626
| +38% | +$332K | 0.21% | 17 |
|
|
2017
Q1 | $835K | Buy |
9,510
+2,004
| +27% | +$176K | 0.16% | 21 |
|
|
2016
Q4 | $648K | Buy |
7,506
+191
| +3% | +$16.5K | 0.13% | 22 |
|
|
2016
Q3 | $487K | Buy |
7,315
+220
| +3% | +$14.6K | 0.11% | 32 |
|
|
2016
Q2 | $441K | Buy |
7,095
+280
| +4% | +$17.4K | 0.1% | 36 |
|
|
2016
Q1 | $404K | Buy |
6,815
+67
| +1% | +$3.97K | 0.09% | 38 |
|
|
2015
Q4 | $446K | Sell |
6,748
-137
| -2% | -$9.06K | 0.08% | 30 |
|
|
2015
Q3 | $420K | Sell |
6,885
-600
| -8% | -$36.6K | 0.08% | 27 |
|
|
2015
Q2 | $507K | Buy |
+7,485
| New | +$507K | 0.08% | 24 |
|