BPA
Beacon Pointe Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110M | Buy |
378,389
+968
| +0.3% | +$281K | 1.14% | 13 |
|
|
2025
Q1 | $92.6M | Sell |
377,421
-13,085
| -3% | -$3.21M | 1.04% | 14 |
|
|
2024
Q4 | $93.6M | Buy |
390,506
+306
| +0.1% | +$73.4K | 1.04% | 15 |
|
|
2024
Q3 | $82.3M | Sell |
390,200
-4,768
| -1% | -$1.01M | 0.95% | 16 |
|
|
2024
Q2 | $79.9M | Sell |
394,968
-9,996
| -2% | -$2.02M | 0.94% | 14 |
|
|
2024
Q1 | $81.1M | Sell |
404,964
-46,226
| -10% | -$9.26M | 0.9% | 16 |
|
|
2023
Q4 | $76.7M | Buy |
451,190
+14,992
| +3% | +$2.55M | 0.92% | 16 |
|
|
2023
Q3 | $63.3M | Buy |
436,198
+131,595
| +43% | +$19.1M | 0.79% | 23 |
|
|
2023
Q2 | $44.3M | Sell |
304,603
-18,654
| -6% | -$2.71M | 0.72% | 27 |
|
|
2023
Q1 | $42.1M | Sell |
323,257
-20,654
| -6% | -$2.69M | 0.72% | 25 |
|
|
2022
Q4 | $46.1M | Buy |
343,911
+23,937
| +7% | +$3.21M | 0.89% | 14 |
|
|
2022
Q3 | $33.4M | Buy |
319,974
+18,781
| +6% | +$1.96M | 0.75% | 24 |
|
|
2022
Q2 | $33.9M | Sell |
301,193
-117,241
| -28% | -$13.2M | 0.72% | 24 |
|
|
2022
Q1 | $57M | Buy |
418,434
+233,620
| +126% | +$31.8M | 0.78% | 19 |
|
|
2021
Q4 | $29.3M | Sell |
184,814
-61,374
| -25% | -$9.72M | 0.76% | 21 |
|
|
2021
Q3 | $40.3M | Buy |
246,188
+136,485
| +124% | +$22.3M | 0.99% | 18 |
|
|
2021
Q2 | $17.1M | Buy |
109,703
+64,850
| +145% | +$10.1M | 0.6% | 36 |
|
|
2021
Q1 | $6.83M | Sell |
44,853
-2,330
| -5% | -$355K | 0.42% | 61 |
|
|
2020
Q4 | $6M | Buy |
47,183
+11,237
| +31% | +$1.43M | 0.41% | 63 |
|
|
2020
Q3 | $3.46M | Sell |
35,946
-8,485
| -19% | -$817K | 0.33% | 68 |
|
|
2020
Q2 | $4.18M | Buy |
44,431
+17,937
| +68% | +$1.69M | 0.42% | 63 |
|
|
2020
Q1 | $2.39M | Buy |
26,494
+5,462
| +26% | +$493K | 0.38% | 57 |
|
|
2019
Q4 | $2.93M | Buy |
21,032
+1,167
| +6% | +$163K | 0.91% | 25 |
|
|
2019
Q3 | $2.34M | Sell |
19,865
-1,416
| -7% | -$167K | 1.01% | 25 |
|
|
2019
Q2 | $2.38M | Sell |
21,281
-538
| -2% | -$60.1K | 0.87% | 26 |
|
|
2019
Q1 | $2.2M | Buy |
21,819
+199
| +0.9% | +$20.1K | 0.83% | 36 |
|
|
2018
Q4 | $2.11M | Buy |
+21,620
| New | +$2.11M | 1.28% | 21 |
|