JPMorgan Chase & Co. shares owned by Beacon Bridge Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beacon Bridge Wealth Partners
from 13F filings
Historical chart of Beacon Bridge Wealth Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Beacon Bridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Beacon Bridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $689k | 2.2k | 315.43 |
| 2025-06-30 | $614k | 2.1k | 289.91 |
| 2025-03-31 | $547k | 2.2k | 245.30 |
| 2024-12-31 | $525k | 2.2k | 239.71 |
| 2024-09-30 | $462k | 2.2k | 210.86 |
| 2024-06-30 | $443k | 2.2k | 202.26 |
| 2024-03-31 | $454k | 2.3k | 200.30 |
| 2023-12-31 | $383k | 2.3k | 170.10 |
| 2023-09-30 | $332k | 2.3k | 145.02 |
| 2023-06-30 | $333k | 2.3k | 145.44 |
| 2023-03-31 | $298k | 2.3k | 130.31 |
| 2022-12-31 | $321k | 2.4k | 134.10 |
More positions owned by Beacon Bridge Wealth Partners
View all positions for Beacon Bridge Wealth Partners