BIAS
JPM icon

Beacon Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History

Beacon Investment Advisory Services’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
Q2 		$53.9M Sell
164,655
-32,457
-16% -$10.1M 2% 12
2026
Q1 		$58M Sell
197,112
-28,490
-13% -$8.65M 2.38% 9
2025
Q4 		$72.7M Sell
225,602
-15,285
-6% -$4.73M 2.97% 6
2025
Q3 		$76M Sell
240,887
-14,350
-6% -$4.27M 3.2% 4
2025
Q2 		$74M Sell
255,237
-8,375
-3% -$2.14M 3.27% 4
2025
Q1 		$64.7M Sell
263,612
-4,213
-2% -$1.07M 3.02% 6
2024
Q4 		$64.2M Sell
267,825
-1,652
-0.6% -$385K 2.78% 6
2024
Q3 		$56.8M Sell
269,477
-1,041
-0.4% -$219K 2.36% 8
2024
Q2 		$54.7M Sell
270,518
-713
-0.3% -$139K 2.35% 9
2024
Q1 		$54.3M Buy
271,231
+983
+0.4% +$177K 2.34% 9
2023
Q4 		$46M Sell
270,248
-3,970
-1% -$602K 2.09% 10
2023
Q3 		$39.8M Sell
274,218
-3,801
-1% -$570K 1.96% 11
2023
Q2 		$40.4M Sell
278,019
-7,155
-3% -$984K 1.86% 14
2023
Q1 		$37.2M Sell
285,174
-7,384
-3% -$1.01M 1.81% 15
2022
Q4 		$39.2M Buy
292,558
+2,102
+0.7% +$266K 2.01% 12
2022
Q3 		$30.4M Sell
290,456
-10,040
-3% -$1.15M 1.67% 16
2022
Q2 		$33.8M Buy
300,496
+501
+0.2% +$62.1K 1.76% 15
2022
Q1 		$40.9M Sell
299,995
-104
-0% -$15.4K 1.74% 14
2021
Q4 		$47.5M Buy
300,099
+1,444
+0.5% +$237K 1.85% 11
2021
Q3 		$48.9M Sell
298,655
-4,823
-2% -$756K 2.02% 12
2021
Q2 		$47.2M Buy
303,478
+482
+0.2% +$75.7K 1.91% 12
2021
Q1 		$46.1M Sell
302,996
-246
-0.1% -$35.4K 2.01% 11
2020
Q4 		$38.5M Sell
303,242
-16,060
-5% -$1.8M 1.78% 14
2020
Q3 		$30.7M Sell
319,302
-6,376
-2% -$626K 1.6% 16
2020
Q2 		$30.6M Sell
325,678
-6,544
-2% -$621K 1.74% 14
2020
Q1 		$29.9M Buy
332,222
+3,407
+1% +$414K 2.11% 7
2019
Q4 		$45.8M Buy
328,815
+144,438
+78% +$18.5M 2.44% 5
2019
Q3 		$21.7M Buy
184,377
+7,348
+4% +$831K 2.17% 9
2019
Q2 		$19.8M Buy
177,029
+83
+0% +$9.15K 2.1% 9
2019
Q1 		$17.9M Sell
176,946
-3,982
-2% -$410K 1.9% 8
2018
Q4 		$17.7M Buy
180,928
+6,826
+4% +$727K 1.95% 10
2018
Q3 		$19.6M Sell
174,102
-3,458
-2% -$393K 1.91% 8
2018
Q2 		$18.5M Buy
177,560
+181
+0.1% +$19.9K 1.87% 10
2018
Q1 		$19.5M Buy
177,379
+4,617
+3% +$523K 2.01% 10
2017
Q4 		$18.5M Sell
172,762
-20,127
-10% -$2.04M 1.95% 10
2017
Q3 		$18.4M Buy
192,889
+179,753
+1,368% +$16.6M 1.58% 10
2017
Q2 		$1.2M Buy
13,136
+3,626
+38% +$313K 0.21% 19
2017
Q1 		$835K Buy
9,510
+2,004
+27% +$177K 0.16% 23
2016
Q4 		$648K Buy
7,506
+191
+3% +$14.6K 0.13% 24
2016
Q3 		$487K Buy
7,315
+220
+3% +$14.3K 0.11% 34
2016
Q2 		$441K Buy
7,095
+280
+4% +$17.5K 0.1% 38
2016
Q1 		$404K Buy
6,815
+67
+1% +$3.91K 0.09% 40
2015
Q4 		$446K Sell
6,748
-137
-2% -$8.92K 0.08% 32
2015
Q3 		$420K Sell
6,885
-600
-8% -$39.3K 0.08% 29
2015
Q2 		$507K Buy
+7,485
New +$489K 0.08% 26

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Beacon Investment Advisory Services's JPM Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its JPMorgan Chase (JPM) stake by 16% in Q2 2026, selling an estimated $10.1M and leaving 164,655 shares worth $53.9M. The position accounts for 2% of the portfolio, ranked #12.

Beacon Investment Advisory Services first reported a position in JPM in Q2 2015 and has held it in 45 quarters since. The position peaked at $76M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Beacon Investment Advisory Services held 164,655 shares of JPMorgan Chase worth $53.9M as of Q2 2026.
  • Beacon Investment Advisory Services sold 32,457 JPMorgan Chase shares in Q2 2026, an estimated $10.1M.
  • JPMorgan Chase made up 2% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #12 holding.
  • Beacon Investment Advisory Services first reported a position in JPMorgan Chase in Q2 2015 and has held it in 45 quarters since.
  • Beacon Investment Advisory Services's JPMorgan Chase position peaked at $76M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.