Back to JPM-PM
BEACON INVESTMENT ADVISORY SERVICES, INC. → JPM-PM
BEACON INVESTMENT ADVISORY SERVICES, INC. JPM-PM Position History
JPM-PM
Quarters held
36
Latest value
$33.2M
Q3 2026
Peak value
$76M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $76M |
| Q3 2025 | $505K |
| Q3 2025 | $4M |
| Q3 2025 | $25.8M |
| Q4 2025 | $72.7M |
| Q4 2025 | $72.7M |
| Q4 2025 | $505K |
| Q4 2025 | $505K |
| Q4 2025 | $5M |
| Q4 2025 | $5M |
| Q4 2025 | $30.7M |
| Q4 2025 | $30.7M |
| Q1 2026 | $58M |
| Q1 2026 | $34K |
| Q1 2026 | $143K |
| Q1 2026 | $100K |
| Q1 2026 | $53K |
| Q1 2026 | $507K |
| Q1 2026 | $3.7M |
| Q1 2026 | $31.3M |
| Q2 2026 | $53.9M |
| Q2 2026 | $37K |
| Q2 2026 | $55K |
| Q2 2026 | $105K |
| Q2 2026 | $53K |
| Q2 2026 | $546K |
| Q2 2026 | $5M |
| Q2 2026 | $32.4M |
| Q3 2026 | $50.5M |
| Q3 2026 | $36K |
| Q3 2026 | $51K |
| Q3 2026 | $102K |
| Q3 2026 | $52K |
| Q3 2026 | $489K |
| Q3 2026 | $5.1M |
| Q3 2026 | $33.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $33.2M | 658.3K | — | — |
| Q3 2026 | $5.1M | 101.6K | — | — |
| Q3 2026 | $489K | 3.6K | — | — |
| Q3 2026 | $52K | 841 | — | — |
| Q3 2026 | $102K | 1.0K | — | — |
| Q3 2026 | $51K | 646 | — | — |
| Q3 2026 | $36K | 476 | — | — |
| Q3 2026 | $50.5M | 152.8K | — | — |
| Q2 2026 | $32.4M | 640.7K | — | — |
| Q2 2026 | $5M | 97.3K | — | — |
| Q2 2026 | $546K | 3.9K | — | — |
| Q2 2026 | $53K | 885 | — | — |
| Q2 2026 | $105K | 1.1K | — | — |
| Q2 2026 | $55K | 727 | — | — |
| Q2 2026 | $37K | 476 | — | — |
| Q2 2026 | $53.9M | 164.7K | — | — |
| Q1 2026 | $31.3M | 617.6K | — | — |
| Q1 2026 | $3.7M | 73.2K | — | — |
| Q1 2026 | $507K | 3.9K | — | — |
| Q1 2026 | $53K | 885 | — | — |
| Q1 2026 | $100K | 1.1K | — | — |
| Q1 2026 | $143K | 2.1K | — | — |
| Q1 2026 | $34K | 476 | — | — |
| Q1 2026 | $58M | 197.1K | — | — |
| Q4 2025 | $30.7M | 606.1K | — | — |
| Q4 2025 | $30.7M | 606.1K | — | — |
| Q4 2025 | $5M | 97.2K | — | — |
| Q4 2025 | $5M | 97.2K | — | — |
| Q4 2025 | $505K | 4.1K | — | — |
| Q4 2025 | $505K | 4.1K | — | — |
| Q4 2025 | $72.7M | 225.6K | — | — |
| Q4 2025 | $72.7M | 225.6K | — | — |
| Q3 2025 | $25.8M | 509.5K | — | — |
| Q3 2025 | $4M | 79.0K | — | — |
| Q3 2025 | $505K | 4.1K | — | — |
| Q3 2025 | $76M | 240.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B