A detailed history of Beacon Pointe Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 390,200 shares of JPM stock, worth $92.7 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
390,200
Previous 394,968 1.21%
Holding current value
$92.7 Million
Previous $79.9 Million 2.95%
% of portfolio
0.96%
Previous 0.96%

Shares

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

Nov 14, 2024

SELL
$194.9 - $224.8 $929,283 - $1.07 Million
-4,768 Reduced 1.21%
390,200 $82.2 Million
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $1.8 Million - $2.05 Million
-9,996 Reduced 2.47%
394,968 $79.9 Million
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $7.72 Million - $9.26 Million
-46,226 Reduced 10.25%
404,964 $81.1 Million
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $2.03 Million - $2.55 Million
14,992 Added 3.44%
451,190 $76.7 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $18.8 Million - $20.8 Million
131,595 Added 43.2%
436,198 $63.3 Million
Q2 2023

Aug 11, 2023

SELL
$127.47 - $145.44 $2.38 Million - $2.71 Million
-18,654 Reduced 5.77%
304,603 $44.3 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $2.58 Million - $2.97 Million
-20,654 Reduced 6.01%
323,257 $42.1 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $2.44 Million - $3.3 Million
23,937 Added 7.48%
343,911 $46.1 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $389,330 - $2.26 Million
18,781 Added 6.24%
319,974 $33.4 Million
Q2 2022

Aug 11, 2022

SELL
$112.61 - $135.91 $13.2 Million - $15.9 Million
-117,241 Reduced 28.02%
301,193 $33.9 Million
Q1 2022

May 17, 2022

BUY
$128.3 - $168.44 $30 Million - $39.4 Million
233,620 Added 126.41%
418,434 $57 Million
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $9.45 Million - $10.5 Million
-61,374 Reduced 24.93%
184,814 $29.3 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $20.1 Million - $22.8 Million
136,485 Added 124.41%
246,188 $40.3 Million
Q2 2021

Aug 17, 2021

BUY
$147.37 - $166.44 $9.56 Million - $10.8 Million
64,850 Added 144.58%
109,703 $17.1 Million
Q1 2021

May 18, 2021

SELL
$125.65 - $157.65 $292,764 - $367,324
-2,330 Reduced 4.94%
44,853 $6.83 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $1.08 Million - $1.43 Million
11,237 Added 31.26%
47,183 $6 Million
Q3 2020

Nov 16, 2020

SELL
$91.28 - $103.82 $774,510 - $880,912
-8,485 Reduced 19.1%
35,946 $3.46 Million
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $1.51 Million - $2.03 Million
17,937 Added 67.7%
44,431 $4.18 Million
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $431,661 - $770,633
5,462 Added 25.97%
26,494 $2.39 Million
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $130,493 - $162,679
1,167 Added 5.87%
21,032 $2.93 Million
Q3 2019

Nov 14, 2019

SELL
$104.8 - $120.23 $148,396 - $170,245
-1,416 Reduced 6.65%
19,865 $2.34 Million
Q2 2019

Aug 14, 2019

SELL
$104.64 - $116.12 $56,296 - $62,472
-538 Reduced 2.47%
21,281 $2.38 Million
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $19,324 - $21,330
199 Added 0.92%
21,819 $2.2 Million
Q4 2018

Feb 01, 2019

BUY
$92.14 - $115.32 $1.99 Million - $2.49 Million
21,620 New
21,620 $2.11 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 $697B
  • 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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