A detailed history of Beacon Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beacon Capital Management, LLC holds 2,924 shares of JPM stock, worth $704,040. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,924
Previous 2,380 22.86%
Holding current value
$704,040
Previous $481,000 28.07%
% of portfolio
0.11%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$194.9 - $224.8 $106,025 - $122,291
544 Added 22.86%
2,924 $616,000
Q2 2024

Jul 24, 2024

SELL
$180.08 - $204.79 $28,092 - $31,947
-156 Reduced 6.15%
2,380 $481,000
Q1 2024

May 16, 2024

BUY
$167.09 - $200.3 $74,355 - $89,133
445 Added 21.28%
2,536 $507,000
Q4 2023

Jan 09, 2024

BUY
$135.69 - $170.3 $135 - $170
1 Added 0.05%
2,091 $355,000
Q2 2023

Jul 12, 2023

BUY
$127.47 - $145.44 $8,158 - $9,308
64 Added 3.16%
2,090 $303,000
Q1 2023

Apr 20, 2023

BUY
$124.91 - $143.8 $35,849 - $41,270
287 Added 16.5%
2,026 $264,000
Q4 2022

Jan 27, 2023

BUY
$101.96 - $137.84 $57,301 - $77,466
562 Added 47.75%
1,739 $0
Q3 2022

Oct 05, 2022

SELL
$20.73 - $120.58 $725 - $4,220
-35 Reduced 2.89%
1,177 $131,000
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $155,499 - $204,149
1,212 New
1,212 $165,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $706B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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