Beacon Pointe Advisors’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
Q2 | $110M | Buy |
|
|||||
|
2025
Q1 | $92.6M | Sell |
|
|||||
|
2024
Q4 | $93.6M | Buy |
|
|||||
|
2024
Q3 | $82.3M | Sell |
|
|||||
|
2024
Q2 | $79.9M | Sell |
|
|||||
|
2024
Q1 | $81.1M | Sell |
|
|||||
|
2023
Q4 | $76.7M | Buy |
|
|||||
|
2023
Q3 | $63.3M | Buy |
|
|||||
|
2023
Q2 | $44.3M | Sell |
|
|||||
|
2023
Q1 | $42.1M | Sell |
|
|||||
|
2022
Q4 | $46.1M | Buy |
|
|||||
|
2022
Q3 | $33.4M | Buy |
|
|||||
|
2022
Q2 | $33.9M | Sell |
|
|||||
|
2022
Q1 | $57M | Buy |
|
|||||
|
2021
Q4 | $29.3M | Sell |
|
|||||
|
2021
Q3 | $40.3M | Buy |
|
|||||
|
2021
Q2 | $17.1M | Buy |
|
|||||
|
2021
Q1 | $6.83M | Sell |
|
|||||
|
2020
Q4 | $6M | Buy |
|
|||||
|
2020
Q3 | $3.46M | Sell |
|
|||||
|
2020
Q2 | $4.18M | Buy |
|
|||||
|
2020
Q1 | $2.39M | Buy |
|
|||||
|
2019
Q4 | $2.93M | Buy |
|
|||||
|
2019
Q3 | $2.34M | Sell |
|
|||||
|
2019
Q2 | $2.38M | Sell |
|
|||||
|
2019
Q1 | $2.2M | Buy |
|
|||||
|
2018
Q4 | $2.11M | Buy |
|