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Beirne Wealth Consulting Services’s JPMorgan Chase JPM Stock Holding History

Beirne Wealth Consulting Services’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
Q2 		$737K Sell
2,252
-134
-6% -$41.6K 0.15% 54
2026
Q1 		$702K Buy
2,386
+4
+0.2% +$1.21K 0.2% 56
2025
Q4 		$768K Sell
2,382
-2,674
-53% -$828K 0.22% 56
2025
Q3 		$1.6M Buy
5,056
+3,029
+149% +$901K 0.38% 45
2025
Q2 		$588K Hold
2,027
– – 0.19% 58
2025
Q1 		$497K Hold
2,027
– – 0.18% 61
2024
Q4 		$486K Hold
2,027
– – 0.18% 58
2024
Q3 		$427K Hold
2,027
– – 0.15% 65
2024
Q2 		$410K Hold
2,027
– – 0.17% 66
2024
Q1 		$406K Sell
2,027
-2,137
-51% -$386K 0.17% 67
2023
Q4 		$709K Buy
4,164
+1,995
+92% +$302K 0.35% 60
2023
Q3 		$315K Hold
2,169
– – 0.25% 68
2023
Q2 		$315K Hold
2,169
– – 0.25% 68
2023
Q1 		$283K Buy
2,169
+47
+2% +$6.44K 0.2% 78
2022
Q4 		$285K Sell
2,122
-34
-2% -$4.31K 0.14% 71
2022
Q3 		$225K Sell
2,156
-53
-2% -$6.08K 0.09% 89
2022
Q2 		$249K Sell
2,209
-310
-12% -$38.4K 0.16% 78
2022
Q1 		$343K Buy
2,519
+10
+0.4% +$1.48K 0.19% 69
2021
Q4 		$399K Hold
2,509
– – 0.22% 61
2021
Q3 		$411K Buy
2,509
+730
+41% +$114K 0.23% 62
2021
Q2 		$277K Hold
1,779
– – 0.15% 82
2021
Q1 		$271K Sell
1,779
-2,677
-60% -$385K 0.16% 72
2020
Q4 		$566K Buy
4,456
+560
+14% +$62.6K 0.28% 67
2020
Q3 		$375K Buy
+3,896
New +$383K 0.22% 79
2020
Q1 		– Sell
-2,135
Closed -$298K – 86
2019
Q4 		$298K Sell
2,135
-951
-31% -$122K 0.26% 65
2019
Q3 		$363K Hold
3,086
– – 0.3% 79
2019
Q2 		$345K Sell
3,086
-4,036
-57% -$445K 0.31% 87
2019
Q1 		$721K Buy
7,122
+316
+5% +$32.6K 0.57% 49
2018
Q4 		$664K Buy
+6,806
New +$725K 0.57% 48

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Beirne Wealth Consulting Services's JPM Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its JPMorgan Chase (JPM) stake by 5.6% in Q2 2026, selling an estimated $41.6K and leaving 2,252 shares worth $737K. The position accounts for 0.15% of the portfolio, ranked #54.

Beirne Wealth Consulting Services first reported a position in JPM in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.6M in Q3 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Beirne Wealth Consulting Services held 2,252 shares of JPMorgan Chase worth $737K as of Q2 2026.
  • Beirne Wealth Consulting Services sold 134 JPMorgan Chase shares in Q2 2026, an estimated $41.6K.
  • JPMorgan Chase made up 0.15% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #54 holding.
  • Beirne Wealth Consulting Services first reported a position in JPMorgan Chase in Q4 2018 and has held it in 29 quarters since.
  • Beirne Wealth Consulting Services's JPMorgan Chase position peaked at $1.6M in Q3 2025.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.