Back to JPM-PM
Beacon Financial Advisory LLC → JPM-PM
Beacon Financial Advisory LLC JPM-PM Position History
JPM-PM
Quarters held
30
Latest value
$215K
Q3 2026
Peak value
$20.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $44K |
| Q3 2025 | $4.5M |
| Q3 2025 | $20.3M |
| Q3 2025 | $5.7M |
| Q3 2025 | $11M |
| Q3 2025 | $361K |
| Q4 2025 | $44K |
| Q4 2025 | $3.7M |
| Q4 2025 | $20.5M |
| Q4 2025 | $6.3M |
| Q4 2025 | $11.4M |
| Q4 2025 | $399K |
| Q1 2026 | $55K |
| Q1 2026 | $3.4M |
| Q1 2026 | $20M |
| Q1 2026 | $209K |
| Q1 2026 | $7.5M |
| Q1 2026 | $10.9M |
| Q1 2026 | $257K |
| Q2 2026 | $3.8M |
| Q2 2026 | $20.3M |
| Q2 2026 | $8.5M |
| Q2 2026 | $12.4M |
| Q2 2026 | $271K |
| Q3 2026 | $224K |
| Q3 2026 | $4.6M |
| Q3 2026 | $20M |
| Q3 2026 | $10.2M |
| Q3 2026 | $12.4M |
| Q3 2026 | $215K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $215K | 4.2K | — | — |
| Q3 2026 | $12.4M | 203.0K | — | — |
| Q3 2026 | $10.2M | 201.8K | — | — |
| Q3 2026 | $20M | 356.0K | — | — |
| Q3 2026 | $4.6M | 14.0K | — | — |
| Q3 2026 | $224K | 15.1K | — | — |
| Q2 2026 | $271K | 5.2K | — | — |
| Q2 2026 | $12.4M | 202.3K | — | — |
| Q2 2026 | $8.5M | 168.7K | — | — |
| Q2 2026 | $20.3M | 360.0K | — | — |
| Q2 2026 | $3.8M | 11.6K | — | — |
| Q1 2026 | $257K | 4.9K | — | — |
| Q1 2026 | $10.9M | 196.3K | — | — |
| Q1 2026 | $7.5M | 148.0K | — | — |
| Q1 2026 | $209K | 4.4K | — | — |
| Q1 2026 | $20M | 353.0K | — | — |
| Q1 2026 | $3.4M | 11.6K | — | — |
| Q1 2026 | $55K | 15.6K | — | — |
| Q4 2025 | $399K | 7.6K | — | — |
| Q4 2025 | $11.4M | 196.6K | — | — |
| Q4 2025 | $6.3M | 124.2K | — | — |
| Q4 2025 | $20.5M | 357.4K | — | — |
| Q4 2025 | $3.7M | 11.6K | — | — |
| Q4 2025 | $44K | 16.2K | — | — |
| Q3 2025 | $361K | 6.9K | — | — |
| Q3 2025 | $11M | 190.5K | — | — |
| Q3 2025 | $5.7M | 112.2K | — | — |
| Q3 2025 | $20.3M | 355.2K | — | — |
| Q3 2025 | $4.5M | 14.1K | — | — |
| Q3 2025 | $44K | 20.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B