Beacon Financial Advisory LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1800502 Cleveland, OH

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,782,625

+$370,958 QoQ

Shares Held

11,556

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#2,347

of 5,072 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Beacon Financial Advisory LLC holds $5,962,594 across 4 Banks - Diversified names. JPM ranks #1 (63.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	11,556	$3,782,625
2	C	Citigroup Inc	8,431	$1,180,002
3	BAC	Bank Of America Corp /De/	11,445	$652,136
4	WFC	Wells Fargo & Company/Mn	4,209	$347,831

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,782,625	11,556	-0.4%	Shares	Sole	2026-08-05
2026-03-31	$3,411,667	11,598	+0.3%	Shares	Sole	2026-04-27
2025-12-31	$3,726,152	11,564	-18.1%	Shares	Sole	2026-02-17
2025-09-30	$4,452,294	14,115	+7.4%	Shares	Sole	2025-10-29
2025-06-30	$3,811,446	13,147	+33.0%	Shares	Sole	2025-07-22
2025-03-31	$2,425,281	9,887	+2.4%	Shares	Sole	2025-04-24
2024-12-31	$2,314,879	9,657	+1.9%	Shares	Sole	2025-01-27
2024-09-30	$1,998,320	9,477	-2.8%	Shares	Sole	2024-10-30
2024-06-30	$1,972,237	9,751	+22.7%	Shares	Sole	2024-07-26
2024-03-31	$1,591,583	7,946	-0.7%	Shares	Sole	2024-05-01
2023-12-31	$1,360,629	7,999	-0.5%	Shares	Sole	2024-01-23
2023-09-30	$1,166,250	8,042	+0.6%	Shares	Sole	2023-10-25
2023-06-30	$1,162,211	7,991	+1.7%	Shares	Sole	2023-07-17
2023-03-31	$1,023,585	7,855	+4.2%	Shares	Sole	2023-04-18
2022-12-31	$1,011,382	7,542	-6.8%	Shares	Sole	2023-01-20
2022-09-30	$845,196	8,088	-4.7%	Shares	Sole	2022-10-21
2022-06-30	$955,833	8,488	-1.4%	Shares	Sole	2022-07-25
2022-03-31	$1,173,442	8,608	+0.9%	Shares	Sole	2022-04-27
2021-12-31	$1,351,042	8,532	+2.6%	Shares	Sole	2022-01-21
2021-09-30	$1,360,918	8,314	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$1,291,759	8,305	+11.6%	Shares	Sole	2021-07-14
2021-03-31	$1,132,895	7,442	-22.7%	Shares	Sole	2021-04-20
2020-12-31	$1,223,811	9,631	+18.5%	Shares	Sole	2021-01-25
2020-09-30	$782,675	8,130	+121.0%	Shares	Sole	2020-10-08
2020-06-30	$345,952	3,678	+23.5%	Shares	Sole	2020-07-07
2020-03-31	$268,019	2,977	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.