Beam Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Beam 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
2024 Q2	–	Sell	-2,399	Closed	-$481K	–	127
2024 Q1	$481K	Buy	2,399 +105	+5%	+$18.9K	0.29%	58
2023 Q4	$390K	Sell	2,294 -66	-3%	-$10K	0.25%	63
2023 Q3	$342K	Buy	2,360 +60	+3%	+$8.99K	0.24%	69
2023 Q2	$335K	Buy	2,300 +610	+36%	+$83.9K	0.23%	71
2023 Q1	$220K	Sell	1,690 -4	-0.2%	-$548	0.22%	91
2022 Q4	$227K	Buy	+1,694	New	+$215K	0.24%	89
2021 Q4	–	Sell	-2,083	Closed	-$341K	–	115
2021 Q3	$341K	Buy	+2,083	New	+$327K	0.29%	96
2020 Q3	–	Sell	-2,505	Closed	-$238K	–	142
2020 Q2	$238K	Sell	2,505 -187	-7%	-$17.7K	0.24%	106
2020 Q1	$242K	Sell	2,692 -58	-2%	-$7.05K	0.24%	122
2019 Q4	$383K	Buy	+2,750	New	+$353K	0.36%	93

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Beam Wealth Advisors's JPM Position: Q2 2024 in Review

Beam Wealth Advisors sold out of JPMorgan Chase (JPM) in Q2 2024, closing a stake of 2,399 shares — an estimated $481K sold.

Beam Wealth Advisors first reported a position in JPM in Q4 2019 and held it in 10 quarters. The position peaked at $481K in Q1 2024. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

Beam Wealth Advisors reported no remaining JPMorgan Chase position as of Q2 2024 after selling out during the quarter.
Beam Wealth Advisors sold 2,399 JPMorgan Chase shares in Q2 2024, an estimated $481K.
Beam Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and held it in 10 quarters.
Beam Wealth Advisors's JPMorgan Chase position peaked at $481K in Q1 2024.
4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.