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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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All positions including JPMorgan Chase & Co. held by Beacon Investment 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 Investment Advisors

Quarter filed Position value Share count Share price at filing
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