Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,236,645
+$227,533 QoQ
Shares Held
6,833
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#2,871
of 5,056 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORS LLC holds $7,736,839 across 5 Banks - Diversified names. JPM ranks #2 (28.9% of the industry book) .
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,236,645 | 6,833 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,009,112 | 6,830 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,199,795 | 6,827 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,152,494 | 6,824 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,971,388 | 6,800 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,665,832 | 6,791 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,612,768 | 6,728 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,416,346 | 6,717 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,357,164 | 6,710 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $440,860 | 2,201 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $355,338 | 2,089 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $283,224 | 1,953 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $283,026 | 1,946 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $266,744 | 2,047 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $272,759 | 2,034 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||