BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in JPM — Jpmorgan Chase & Co
CIK 1654599
MORRISTOWN, NJ
Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$53,896,521
-$4,085,944 QoQ
Shares Held
164,655
-16.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.02%
of 13F equity value
Holder Rank
#568
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $65,116,814 across 10 Banks - Diversified names. JPM ranks #1 (82.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
164,655 | $53,896,521 | |
| 2 | BAC |
Bank Of America Corp /De/
|
154,719 | $8,815,888 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
11,317 | $1,636,551 | |
| 4 | TD |
Toronto Dominion Bank
|
2,963 | $359,797 | |
| 5 | C |
Citigroup Inc
|
1,736 | $242,970 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
1,078 | $89,085 | |
| 7 | BNS |
Bank Of Nova Scotia
|
500 | $43,420 | |
| 8 | RY |
Royal Bank Of Canada
|
130 | $26,906 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,896,521 | 164,655 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $57,982,465 | 197,112 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $72,693,476 | 225,602 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $75,982,986 | 240,887 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $73,995,758 | 255,237 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $64,664,023 | 263,612 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $64,200,330 | 267,825 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $56,821,920 | 269,477 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $54,714,970 | 270,518 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $54,327,569 | 271,231 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $45,969,184 | 270,248 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $39,767,094 | 274,218 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $40,435,083 | 278,019 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $37,161,023 | 285,174 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $39,232,027 | 292,558 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $30,352,652 | 290,456 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $33,838,854 | 300,496 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $40,895,318 | 299,995 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $47,520,676 | 300,099 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $48,886,836 | 298,655 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $47,202,968 | 303,478 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $46,125,081 | 302,996 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $38,532,960 | 303,242 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $30,739,203 | 319,302 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $30,633,272 | 325,678 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $29,909,946 | 332,222 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||