BEACON FINANCIAL GROUP

Position in JPM — Jpmorgan Chase & Co

CIK 1591379 DALLAS, TX

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$12,447,377

+$1,196,346 QoQ

Shares Held

38,027

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.38%

of 13F equity value

Holder Rank

#1,294

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $24,555,467 across 5 Banks - Diversified names. JPM ranks #1 (50.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	38,027	$12,447,377
2	WFC	Wells Fargo & Company/Mn	76,796	$6,346,421
3	BAC	Bank Of America Corp /De/	50,487	$2,876,749
4	BNY	Bank of New York Mellon Corp	17,351	$2,509,128
5	C	Citigroup Inc	2,685	$375,792

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,447,377	38,027	-0.6%	Shares	Sole	2026-07-16
2026-03-31	$11,251,031	38,248	-1.2%	Shares	Sole	2026-04-30
2025-12-31	$12,479,580	38,730	-2.9%	Shares	Sole	2026-04-01
2025-09-30	$12,577,455	39,874	-2.0%	Shares	Sole	2025-10-08
2025-06-30	$11,800,786	40,705	-2.1%	Shares	Sole	2025-07-09
2025-03-31	$10,196,875	41,569	-2.0%	Shares	Sole	2025-04-10
2024-12-31	$10,172,093	42,435	-1.8%	Shares	Sole	2025-01-29
2024-09-30	$9,115,899	43,232	-0.1%	Shares	Sole	2024-11-12
2024-06-30	$8,750,778	43,265	+0.2%	Shares	Sole	2024-08-06
2024-03-31	$8,652,158	43,196	-2.5%	Shares	Sole	2024-05-07
2023-12-31	$7,537,301	44,311	+3.0%	Shares	Sole	2024-02-23
2023-09-30	$6,240,935	43,035	-0.7%	Shares	Sole	2023-10-16
2023-06-30	$6,302,496	43,334	-1.7%	Shares	Sole	2023-07-20
2023-03-31	$5,743,022	44,072	-4.5%	Shares	Sole	2023-04-14
2022-12-31	$6,186,703	46,135	-2.7%	Shares	Sole	2023-01-19
2022-09-30	$4,954,867	47,415	+0.5%	Shares	Sole	2022-10-13
2022-06-30	$5,310,912	47,162	+0.9%	Shares	Sole	2022-07-19
2022-03-31	$6,373,914	46,757	-1.0%	Shares	Sole	2022-04-08
2021-12-31	$7,482,354	47,252	+0.3%	Shares	Sole	2022-01-07
2021-09-30	$7,714,873	47,131	+1.1%	Shares	Sole	2021-10-13
2021-06-30	$7,252,985	46,631	+0.1%	Shares	Sole	2021-07-26
2021-03-31	$7,094,374	46,603	0.0%	Shares	Sole	2021-08-16
2020-12-31	$5,921,843	46,603	+2.9%	Shares	Sole	2021-01-15
2020-09-30	$4,361,608	45,306	+0.6%	Shares	Sole	2020-10-13
2020-06-30	$4,234,957	45,024	+2.0%	Shares	Sole	2020-08-05
2020-03-31	$3,974,014	44,141	—	Shares	Sole	2020-06-29
No filing history on record for this holder in this stock.