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BEACON FINANCIAL GROUP → JPM-PM
BEACON FINANCIAL GROUP JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$1.6M
Q3 2026
Peak value
$12.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.5M |
| Q1 2026 | $11.3M |
| Q1 2026 | $433K |
| Q2 2026 | $12.4M |
| Q2 2026 | $1.1M |
| Q3 2026 | $12.6M |
| Q3 2026 | $475K |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 26.4K | — | — |
| Q3 2026 | $475K | 10.0K | — | — |
| Q3 2026 | $12.6M | 38.0K | — | — |
| Q2 2026 | $1.1M | 17.5K | — | — |
| Q2 2026 | $12.4M | 38.0K | — | — |
| Q1 2026 | $433K | 7.8K | — | — |
| Q1 2026 | $11.3M | 38.2K | — | — |
| Q4 2025 | $12.5M | 38.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other BEACON FINANCIAL GROUP positions
BTCW
$56.2MWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
BTCW
$55.5MWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
BTCW
$51.7MWISDOMTREE US QLT DIV GRW ETF
ETHA
$51.4MISHARES CORE S&P 500 ETF
BTCW
$50.5MWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
ETHA
$48.4MISHARES CORE S&P 500 ETF
VGES
$33.1MVANGUARD MORNINGSTAR GROWTH ETF
VGES
$31.4MVANGUARD GROWTH INDEX FUND ETF SHARES