Beacon Investment Advisory Services, Inc. Jpmorgan Chase & CO Transaction History

Beacon Investment Advisory Services, Inc.

$2.36 Billion
Q3 2025

A detailed history of Beacon Investment Advisory Services, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 240,887 shares of JPM stock, worth $71.9 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares

240,887

Previous 255,237 5.62%

Holding current value

$71.9 Million

Previous $74 Million 2.69%

% of portfolio

3.22%

Previous 3.29%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$282.78 - $316.06 $4.06 Million - $4.54 Million	-14,350 Reduced 5.62%	240,887 $76 Million
Q2 2025 Jul 15, 2025	SELL	$210.28 - $289.91 $1.76 Million - $2.43 Million	-8,375 Reduced 3.18%	255,237 $74 Million
Q1 2025 May 06, 2025	SELL	$225.19 - $279.95 $948,725 - $1.18 Million	-4,213 Reduced 1.57%	263,612 $64.7 Million
Q4 2024 Jan 17, 2025	SELL	$205.18 - $250.29 $338,957 - $413,479	-1,652 Reduced 0.61%	267,825 $64.2 Million
Q3 2024 Nov 14, 2024	SELL	$194.9 - $224.8 $202,890 - $234,016	-1,041 Reduced 0.38%	269,477 $56.8 Million
Q2 2024 Aug 14, 2024	SELL	$180.08 - $204.79 $128,397 - $146,015	-713 Reduced 0.26%	270,518 $54.7 Million
Q1 2024 May 09, 2024	BUY	$167.09 - $200.3 $164,249 - $196,894	983 Added 0.36%	271,231 $54.3 Million
Q4 2023 Feb 12, 2024	SELL	$135.69 - $170.3 $538,689 - $676,091	-3,970 Reduced 1.45%	270,248 $46 Million
Q3 2023 Oct 31, 2023	SELL	$143.21 - $158.0 $544,341 - $600,558	-3,801 Reduced 1.37%	274,218 $39.8 Million
Q2 2023 Jul 21, 2023	SELL	$127.47 - $145.44 $912,047 - $1.04 Million	-7,155 Reduced 2.51%	278,019 $40.4 Million
Q1 2023 May 04, 2023	SELL	$124.91 - $143.8 $922,335 - $1.06 Million	-7,384 Reduced 2.52%	285,174 $37.2 Million
Q4 2022 Jan 13, 2023	BUY	$101.96 - $137.84 $214,319 - $289,739	2,102 Added 0.72%	292,558 $0
Q3 2022 Oct 20, 2022	SELL	$20.73 - $120.58 $208,129 - $1.21 Million	-10,040 Reduced 3.34%	290,456 $30.4 Million
Q2 2022 Jul 21, 2022	BUY	$112.61 - $135.91 $56,417 - $68,090	501 Added 0.17%	300,496 $33.8 Million
Q1 2022 May 12, 2022	SELL	$128.3 - $168.44 $13,343 - $17,517	-104 Reduced 0.03%	299,995 $40.9 Million
Q4 2021 Feb 04, 2022	BUY	$153.94 - $171.78 $222,289 - $248,050	1,444 Added 0.48%	300,099 $47.5 Million
Q3 2021 Nov 09, 2021	SELL	$146.97 - $166.98 $708,836 - $805,344	-4,823 Reduced 1.59%	298,655 $48.9 Million
Q2 2021 Aug 02, 2021	BUY	$147.37 - $166.44 $71,032 - $80,224	482 Added 0.16%	303,478 $47.2 Million
Q1 2021 May 21, 2021	SELL	$125.65 - $157.65 $30,909 - $38,781	-246 Reduced 0.08%	302,996 $46.1 Million
Q4 2020 Feb 08, 2021	SELL	$96.54 - $127.07 $1.55 Million - $2.04 Million	-16,060 Reduced 5.03%	303,242 $38.5 Million
Q3 2020 Oct 29, 2020	SELL	$91.28 - $103.82 $582,001 - $661,956	-6,376 Reduced 1.96%	319,302 $30.7 Million
Q2 2020 Jul 28, 2020	SELL	$84.03 - $113.45 $549,892 - $742,416	-6,544 Reduced 1.97%	325,678 $30.6 Million
Q1 2020 May 05, 2020	BUY	$79.03 - $141.09 $269,255 - $480,693	3,407 Added 1.04%	332,222 $29.9 Million
Q4 2019 Jan 31, 2020	BUY	$111.82 - $139.4 $16.2 Million - $20.1 Million	144,438 Added 78.34%	328,815 $45.8 Million
Q3 2019 Oct 29, 2019	BUY	$104.8 - $120.23 $770,070 - $883,450	7,348 Added 4.15%	184,377 $21.7 Million
Q2 2019 Aug 07, 2019	BUY	$104.64 - $116.12 $8,685 - $9,637	83 Added 0.05%	177,029 $19.8 Million
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $386,692 - $426,830	-3,982 Reduced 2.2%	176,946 $17.9 Million
Q4 2018 Feb 08, 2019	BUY	$92.14 - $115.32 $628,947 - $787,174	6,826 Added 3.92%	180,928 $17.7 Million
Q3 2018 Nov 09, 2018	SELL	$103.61 - $118.63 $358,283 - $410,222	-3,458 Reduced 1.95%	174,102 $19.6 Million
Q2 2018 Aug 09, 2018	BUY	$103.24 - $114.29 $18,686 - $20,686	181 Added 0.1%	177,560 $18.5 Million
Q1 2018 Apr 26, 2018	BUY	$107.01 - $118.77 $494,065 - $548,361	4,617 Added 2.67%	177,379 $19.5 Million
Q4 2017 Feb 02, 2018	SELL	$95.86 - $107.83 $1.93 Million - $2.17 Million	-20,127 Reduced 10.43%	172,762 $18.5 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $17.1 Million - $18.4 Million	192,889	192,889 $18.4 Million

Others Institutions Holding JPM

# of Institutions

5,350

Shares Held

2.02B

Call Options Held

28.7M

Put Options Held

30.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $876B
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 ...

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Beacon Investment Advisory Services, Inc. Jpmorgan Chase & CO Transaction History