JPMorgan Chase & Co. shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 9.5k | 210.85 |
| 2024-06-30 | $2.0M | 9.8k | 202.25 |
| 2024-03-31 | $1.6M | 7.9k | 200.29 |
| 2023-12-31 | $1.4M | 8.0k | 170.11 |
| 2023-09-30 | $1.2M | 8.0k | 145.01 |
| 2023-06-30 | $1.2M | 8.0k | 145.43 |
| 2023-03-31 | $1.0M | 7.9k | 130.30 |
| 2022-12-31 | $1.0M | 7.5k | 134.10 |
| 2022-09-30 | $845k | 8.1k | 104.48 |
| 2022-06-30 | $956k | 8.5k | 112.63 |
| 2022-03-31 | $1.2M | 8.6k | 136.27 |
| 2021-12-31 | $1.4M | 8.5k | 158.35 |
| 2021-09-30 | $1.4M | 8.3k | 163.70 |
| 2021-06-30 | $1.3M | 8.3k | 155.57 |
| 2021-03-31 | $1.1M | 7.4k | 152.24 |
| 2020-12-31 | $1.2M | 9.6k | 126.99 |
| 2020-09-30 | $782k | 8.1k | 96.19 |
| 2020-06-30 | $345k | 3.7k | 93.80 |
| 2020-03-31 | $268k | 3.0k | 90.02 |
| 2019-12-31 | $530k | 3.8k | 139.14 |