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JPMorgan Chase & Co. shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.5M 26k 294.16
2025-03-31 $227k 926 245.32
2024-12-31 $222k 926 239.73
2024-06-30 $6.3M 31k 202.27
2024-03-31 $6.2M 31k 200.31
2023-12-31 $5.4M 32k 170.11
2023-09-30 $4.5M 31k 145.01
2023-06-30 $4.4M 30k 145.44

More positions owned by Beacon Harbor Wealth Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Lumentum Hldgs (LITE)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Gold Tr Ishares New (IAU)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Graniteshares Etf Tr Bbg Commd K 1 (COMB)
Ishares Silver Tr Ishares (SLV)
Ishares Core Msci Emkt (IEMG)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Msci Eafe (IEFA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Comfort Systems USA (FIX)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.