Beacon Pointe Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Beacon Pointe Wealth Advisors’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
2019 Q4	$1.44M	Sell	10,367 -3,827	-27%	-$491K	0.27%	81
2019 Q3	$1.68M	Buy	14,194 +2,135	+18%	+$241K	0.35%	69
2019 Q2	$1.35M	Buy	12,059 +391	+3%	+$43.1K	0.28%	76
2019 Q1	$1.18M	Buy	11,668 +838	+8%	+$86.3K	0.27%	82
2018 Q4	$1.06M	Buy	+10,830	New	+$1.15M	0.38%	66

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's JPM Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 27% in Q4 2019, selling an estimated $491K and leaving 10,367 shares worth $1.44M. The position accounts for 0.27% of the portfolio, ranked #81.

Beacon Pointe Wealth Advisors first reported a position in JPM in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.68M in Q3 2019. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

Beacon Pointe Wealth Advisors held 10,367 shares of JPMorgan Chase worth $1.44M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 3,827 JPMorgan Chase shares in Q4 2019, an estimated $491K.
JPMorgan Chase made up 0.27% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #81 holding.
Beacon Pointe Wealth Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's JPMorgan Chase position peaked at $1.68M in Q3 2019.
2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.