JP Morgan Chase
BEAT icon

JP Morgan Chase’s Heartbeam BEAT Stock Holding History

JP Morgan Chase’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-500
Closed -$1.2K – 7534
2025
Q4 		$1.2K Hold
500
– – ﹤0.01% 7004
2025
Q3 		$825 Buy
+500
New +$643 ﹤0.01% 6998
2025
Q2 		– Sell
-44
Closed -$88 – 7080
2025
Q1 		$88 Sell
44
-3
-6% -$6 ﹤0.01% 6893
2024
Q4 		$108 Sell
47
-2
-4% -$5 ﹤0.01% 6996
2024
Q3 		$114 Hold
49
– – ﹤0.01% 6982
2024
Q2 		$126 Buy
+49
New +$111 ﹤0.01% 6849
2024
Q1 		– Sell
-33
Closed -$78 – 7405
2023
Q4 		$78 Buy
33
+8
+32% +$12 ﹤0.01% 7147
2023
Q3 		$54 Buy
+25
New +$64 ﹤0.01% 6989

Other funds holding BEAT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $1.99B AUM 25.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

JP Morgan Chase's BEAT Position: Q1 2026 in Review

JP Morgan Chase sold out of Heartbeam (BEAT) in Q1 2026, closing a stake of 500 shares — an estimated $1.2K sold.

JP Morgan Chase first reported a position in BEAT in Q3 2023 and held it in 8 quarters. The position peaked at $1.2K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • JP Morgan Chase reported no remaining Heartbeam position as of Q1 2026 after selling out during the quarter.
  • JP Morgan Chase sold 500 Heartbeam shares in Q1 2026, an estimated $1.2K.
  • JP Morgan Chase first reported a position in Heartbeam in Q3 2023 and held it in 8 quarters.
  • JP Morgan Chase's Heartbeam position peaked at $1.2K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.