Beech Hill Advisors’s JPMorgan Chase JPM Stock Holding History

Beech Hill 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
2026 Q1	$3.13M	Buy	10,638 +54	+0.5%	+$16.4K	1.57%	23
2025 Q4	$3.41M	Sell	10,584 -64	-0.6%	-$19.8K	1.63%	21
2025 Q3	$3.36M	Sell	10,648 -1,409	-12%	-$419K	1.57%	25
2025 Q2	$3.5M	Sell	12,057 -2,496	-17%	-$637K	1.57%	23
2025 Q1	$3.57M	Sell	14,553 -250	-2%	-$63.7K	1.42%	27
2024 Q4	$3.55M	Sell	14,803 -4,083	-22%	-$951K	1.33%	29
2024 Q3	$3.98M	Sell	18,886 -726	-4%	-$153K	1.51%	25
2024 Q2	$3.97M	Sell	19,612 -139	-0.7%	-$27.2K	1.64%	21
2024 Q1	$3.96M	Buy	19,751 +2,720	+16%	+$491K	1.64%	21
2023 Q4	$2.9M	Sell	17,031 -3,818	-18%	-$579K	1.4%	30
2023 Q3	$3.02M	Sell	20,849 -1,473	-7%	-$221K	1.52%	29
2023 Q2	$3.25M	Sell	22,322 -493	-2%	-$67.8K	1.58%	26
2023 Q1	$2.97M	Buy	22,815 +2,504	+12%	+$343K	1.5%	31
2022 Q4	$2.72M	Buy	20,311 +157	+0.8%	+$19.9K	1.51%	28
2022 Q3	$2.11M	Buy	20,154 +292	+1%	+$33.5K	1.21%	37
2022 Q2	$2.24M	Buy	19,862 +16,100	+428%	+$1.99M	1.2%	36
2022 Q1	$513K	Hold	3,762	–	–	0.21%	74
2021 Q4	$596K	Hold	3,762	–	–	0.23%	73
2021 Q3	$616K	Hold	3,762	–	–	0.26%	68
2021 Q2	$585K	Hold	3,762	–	–	0.24%	67
2021 Q1	$573K	Sell	3,762 -1,800	-32%	-$259K	0.24%	66
2020 Q4	$707K	Sell	5,562 -3,000	-35%	-$335K	0.31%	57
2020 Q3	$824K	Buy	8,562 +3,202	+60%	+$314K	0.41%	53
2020 Q2	$504K	Hold	5,360	–	–	0.26%	61
2020 Q1	$483K	Hold	5,360	–	–	0.33%	53
2019 Q4	$747K	Hold	5,360	–	–	0.35%	46
2019 Q3	$631K	Sell	5,360 -500	-9%	-$56.6K	0.34%	50
2019 Q2	$655K	Hold	5,860	–	–	0.34%	51
2019 Q1	$593K	Sell	5,860 -33,685	-85%	-$3.47M	0.37%	48
2018 Q4	$3.86M	Buy	39,545 +34,130	+630%	+$3.64M	2.4%	16
2018 Q3	$611K	Hold	5,415	–	–	0.32%	50
2018 Q2	$564K	Hold	5,415	–	–	0.32%	49
2018 Q1	$595K	Sell	5,415 -150	-3%	-$17K	0.31%	50
2017 Q4	$595K	Hold	5,565	–	–	0.29%	59
2017 Q3	$532K	Hold	5,565	–	–	0.28%	54
2017 Q2	$509K	Buy	5,565 +150	+3%	+$12.9K	0.28%	56
2017 Q1	$476K	Buy	5,415 +400	+8%	+$35.3K	0.27%	55
2016 Q4	$433K	Hold	5,015	–	–	0.26%	57
2016 Q3	$334K	Hold	5,015	–	–	0.2%	61
2016 Q2	$312K	Hold	5,015	–	–	0.21%	56
2016 Q1	$297K	Sell	5,015 -250	-5%	-$14.6K	0.23%	51
2015 Q4	$348K	Sell	5,265 -400	-7%	-$26K	0.22%	66
2015 Q3	$345K	Sell	5,665 -3,175	-36%	-$208K	0.22%	70
2015 Q2	$599K	Buy	8,840 +1,930	+28%	+$126K	0.31%	51
2015 Q1	$419K	Hold	6,910	–	–	0.2%	80
2014 Q4	$432K	Sell	6,910 -8,285	-55%	-$499K	0.22%	80
2014 Q3	$915K	Buy	15,195 +1,725	+13%	+$101K	0.43%	46
2014 Q2	$776K	Buy	13,470 +450	+3%	+$25.3K	0.34%	57
2014 Q1	$790K	Buy	13,020 +6,750	+108%	+$390K	0.37%	54
2013 Q4	$367K	Hold	6,270	–	–	0.19%	100
2013 Q3	$324K	Sell	6,270 -317	-5%	-$17K	0.18%	93
2013 Q2	$348K	Buy	+6,587	New	+$335K	0.2%	83

Other funds holding JPM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Beech Hill Advisors's JPM Position: Q1 2026 in Review

Beech Hill Advisors increased its JPMorgan Chase (JPM) stake by 0.51% in Q1 2026, buying an estimated $16.4K and bringing the position to 10,638 shares worth $3.13M. The position accounts for 1.57% of the portfolio, ranked #23.

Beech Hill Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.98M in Q3 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Beech Hill Advisors held 10,638 shares of JPMorgan Chase worth $3.13M as of Q1 2026.
Beech Hill Advisors bought 54 JPMorgan Chase shares in Q1 2026, an estimated $16.4K.
JPMorgan Chase made up 1.57% of Beech Hill Advisors's portfolio in Q1 2026, its #23 holding.
Beech Hill Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Beech Hill Advisors's JPMorgan Chase position peaked at $3.98M in Q3 2024.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Beech Hill Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.