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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
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 Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Vanguard Wellington Us Multifactor (VFMF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr Portfolio Short (SPSB)
Elf Beauty (ELF)
International Business Machines (IBM)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Citigroup Com New (C)
Arista Networks (ANET)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.