A detailed history of Beacon Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beacon Investment Advisors LLC holds 6,717 shares of JPM stock, worth $1.62 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
6,717
Previous 6,710 0.1%
Holding current value
$1.62 Million
Previous $1.36 Billion 4.37%
% of portfolio
0.67%
Previous 0.69%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $1,364 - $1,573
7 Added 0.1%
6,717 $1.42 Billion
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $811,980 - $923,398
4,509 Added 204.86%
6,710 $1.36 Billion
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $18,714 - $22,433
112 Added 5.36%
2,201 $441 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $18,453 - $23,160
136 Added 6.96%
2,089 $355 Million
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $1,002 - $1,106
7 Added 0.36%
1,953 $283 Million
Q2 2023

Aug 03, 2023

SELL
$127.47 - $145.44 $12,874 - $14,689
-101 Reduced 4.93%
1,946 $283 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $1,623 - $1,869
13 Added 0.64%
2,047 $267 Million
Q4 2022

Feb 09, 2023

BUY
$101.96 - $137.84 $207,386 - $280,366
2,034 New
2,034 $273 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 $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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