JPMorgan Chase & Co. shares owned by Beacon Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.5M | 44k | 170.10 |
| 2023-09-30 | $6.3M | 43k | 146.32 |
| 2023-06-30 | $6.2M | 43k | 143.42 |
| 2023-03-31 | $5.6M | 44k | 127.88 |
| 2022-12-31 | $6.2M | 46k | 135.00 |
| 2022-09-30 | $5.0M | 47k | 106.17 |
| 2022-06-30 | $5.5M | 47k | 116.60 |
| 2022-03-31 | $6.5M | 47k | 139.21 |
| 2021-12-31 | $7.6M | 47k | 161.71 |
| 2021-09-30 | $7.8M | 47k | 165.94 |
| 2021-06-30 | $7.0M | 47k | 149.71 |
| 2021-03-31 | $6.6M | 47k | 141.75 |
| 2020-12-31 | $6.6M | 47k | 141.75 |
| 2020-09-30 | $4.4M | 45k | 96.28 |
| 2020-06-30 | $4.2M | 45k | 92.99 |
| 2020-03-31 | $4.1M | 44k | 93.50 |
| 2019-12-31 | $6.1M | 44k | 139.40 |
| 2019-09-30 | $5.3M | 45k | 117.73 |
| 2019-06-30 | $5.0M | 45k | 111.81 |
| 2019-03-31 | $4.6M | 45k | 101.23 |
| 2018-12-31 | $3.6M | 38k | 96.83 |
| 2018-09-30 | $741k | 6.6k | 112.87 |
| 2018-06-30 | $684k | 6.6k | 104.19 |
| 2018-03-31 | $722k | 6.6k | 109.99 |
| 2017-12-31 | $638k | 6.0k | 106.99 |
| 2017-09-30 | $581k | 6.1k | 95.53 |
| 2017-06-30 | $470k | 5.2k | 91.07 |
| 2017-03-31 | $463k | 5.2k | 88.87 |
| 2016-12-31 | $463k | 5.4k | 86.12 |
| 2016-09-30 | $307k | 4.7k | 65.63 |
| 2016-06-30 | $219k | 3.6k | 61.22 |
| 2016-03-31 | $236k | 4.0k | 59.72 |
| 2015-12-31 | $211k | 3.2k | 66.37 |
| 2014-03-31 | $729k | 12k | 60.04 |
| 2013-12-31 | $703k | 12k | 57.94 |
| 2013-09-30 | $594k | 11k | 52.27 |