A detailed history of Beacon Financial Strategies Corp transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beacon Financial Strategies Corp holds 909 shares of JPM stock, worth $281,817. This represents 0.17% of its overall portfolio holdings.

Number of Shares
909
Previous 856 6.19%
Holding current value
$281,817
Previous $210 Million 25.51%
% of portfolio
0.17%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 25, 2025

BUY
$210.28 - $289.91 $11,144 - $15,365
53 Added 6.19%
909 $263 Million
Q1 2025

Sep 25, 2025

SELL
$225.19 - $279.95 $1,351 - $1,679
-6 Reduced 0.7%
856 $210 Million
Q4 2024

Sep 25, 2025

BUY
$205.18 - $250.29 $176,865 - $215,749
862 New
862 $207 Million

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 $909B
  • 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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