JPMorgan Chase & Co. shares owned by Beacon Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beacon Investment Advisors
from 13F filings
Historical chart of Beacon Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Beacon Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 6.8k | 315.44 |
| 2025-06-30 | $2.0M | 6.8k | 287.13 |
| 2025-03-31 | $1.7M | 6.8k | 245.32 |
| 2024-12-31 | $1.6M | 6.7k | 239.73 |
| 2024-09-30 | $1.4M | 6.7k | 210.87 |
| 2024-06-30 | $1.4M | 6.7k | 202.25 |
| 2024-03-31 | $441k | 2.2k | 200.26 |
| 2023-09-30 | $283k | 2.0k | 145.03 |
| 2023-06-30 | $283k | 1.9k | 145.47 |
| 2023-03-31 | $267k | 2.0k | 130.30 |
| 2022-12-31 | $273k | 2.0k | 134.11 |
More positions owned by Beacon Investment Advisors
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