Beacon Pointe Advisors, LLC Jpmorgan Chase & CO Transaction History

Beacon Pointe Advisors, LLC

$8.89 Billion
Q1 2024

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 404,964 shares of JPM stock, worth $81.9 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

404,964

Previous 451,190 10.25%

Holding current value

$81.9 Million

Previous $76.7 Million 5.69%

% of portfolio

0.91%

Previous 0.93%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $593B
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 Pointe Advisors, LLC Jpmorgan Chase & CO Transaction History