JPMorgan Chase & Co. shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $73M | 226k | 322.22 |
| 2025-09-30 | $76M | 241k | 315.43 |
| 2025-06-30 | $74M | 255k | 289.91 |
| 2025-03-31 | $65M | 264k | 245.30 |
| 2024-12-31 | $64M | 268k | 239.71 |
| 2024-06-30 | $55M | 271k | 202.26 |
| 2024-03-31 | $54M | 271k | 200.30 |
| 2023-12-31 | $46M | 270k | 170.10 |
| 2023-09-30 | $40M | 274k | 145.02 |
| 2023-06-30 | $40M | 278k | 145.44 |
| 2023-03-31 | $37M | 285k | 130.31 |
| 2022-12-31 | $39M | 293k | 134.10 |
| 2022-09-30 | $30M | 291k | 104.50 |
| 2022-06-30 | $34M | 301k | 112.61 |
| 2022-03-31 | $41M | 300k | 136.32 |
| 2021-12-31 | $48M | 300k | 158.35 |
| 2021-09-30 | $49M | 299k | 163.69 |
| 2021-06-30 | $47M | 304k | 155.54 |
| 2021-03-31 | $46M | 303k | 152.23 |
| 2020-12-31 | $39M | 303k | 127.07 |
| 2020-09-30 | $31M | 319k | 96.27 |
| 2020-06-30 | $31M | 326k | 94.06 |
| 2020-03-31 | $30M | 332k | 90.03 |
| 2019-12-31 | $46M | 329k | 139.40 |
| 2019-09-30 | $22M | 184k | 117.69 |
| 2019-06-30 | $20M | 177k | 111.80 |
| 2019-03-31 | $18M | 177k | 101.23 |
| 2018-12-31 | $18M | 181k | 97.62 |
| 2018-09-30 | $20M | 174k | 112.84 |
| 2018-06-30 | $19M | 178k | 104.20 |
| 2018-03-31 | $20M | 177k | 109.97 |
| 2017-12-31 | $19M | 173k | 106.94 |
| 2017-09-30 | $18M | 193k | 95.51 |
| 2017-06-30 | $1.2M | 13k | 91.43 |
| 2017-03-31 | $835k | 9.5k | 87.80 |
| 2016-12-31 | $648k | 7.5k | 86.33 |
| 2016-09-30 | $487k | 7.3k | 66.58 |
| 2016-06-30 | $441k | 7.1k | 62.16 |
| 2016-03-31 | $404k | 6.8k | 59.28 |
| 2015-12-31 | $446k | 6.7k | 66.09 |
| 2015-09-30 | $420k | 6.9k | 61.00 |
| 2015-06-30 | $507k | 7.5k | 67.74 |
More positions owned by Beacon Investment Advisory Services
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