JPMorgan Chase & Co. shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $100M | 318k | 315.43 |
| 2025-06-30 | $110M | 378k | 289.91 |
| 2025-03-31 | $93M | 377k | 245.30 |
| 2024-12-31 | $94M | 391k | 239.71 |
| 2024-09-30 | $82M | 390k | 210.86 |
| 2024-06-30 | $80M | 395k | 202.26 |
| 2024-03-31 | $81M | 405k | 200.30 |
| 2023-12-31 | $77M | 451k | 170.10 |
| 2023-09-30 | $63M | 436k | 145.02 |
| 2023-06-30 | $44M | 305k | 145.44 |
| 2023-03-31 | $42M | 323k | 130.31 |
| 2022-12-31 | $46M | 344k | 134.10 |
| 2022-09-30 | $33M | 320k | 104.50 |
| 2022-06-30 | $34M | 301k | 112.71 |
| 2022-03-31 | $57M | 418k | 136.32 |
| 2021-12-31 | $29M | 185k | 158.35 |
| 2021-09-30 | $40M | 246k | 163.69 |
| 2021-06-30 | $17M | 110k | 155.54 |
| 2021-03-31 | $6.8M | 45k | 152.28 |
| 2020-12-31 | $6.0M | 47k | 127.08 |
| 2020-09-30 | $3.5M | 36k | 96.34 |
| 2020-06-30 | $4.2M | 44k | 94.03 |
| 2020-03-31 | $2.4M | 27k | 90.33 |
| 2019-12-31 | $2.9M | 21k | 139.41 |
| 2019-09-30 | $2.3M | 20k | 117.69 |
| 2019-06-30 | $2.4M | 21k | 111.65 |
| 2019-03-31 | $2.2M | 22k | 100.97 |
| 2018-12-31 | $2.1M | 22k | 97.73 |