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JPM
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Position history for Beacon Pointe Advisors, LLC's holdings in JPMORGAN CHASE & CO

Beacon Pointe Advisors, LLC holds 461,949 shares of JPM (JPMORGAN CHASE & CO), worth $135.9M as of 2026-Q1. The position was increased (+34.4% shares). JPM represents 0.7% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$135.9M

Current Shares

461,949

Total Value Change

+$56M

Total Shares Change

+66,981

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
461,949
+34.4%
$135.9M0.7%$300.26
55
2025-Q4
Increased
343,656
+8.0%
$110.7M0.8%$321.97
46
2025-Q3
Decreased
318,277
-15.9%
$100.4M0.9%$312.75
0
2025-Q2
Increased
378,389
+0.3%
$109.7M1.1%$283.07
47
2025-Q1
Decreased
377,421
-3.4%
$92.6M1.0%$237.97
0
2024-Q4
Increased
390,506
+0.1%
$93.6M1.0%$233.31
47
2024-Q3
Decreased
390,200
-1.2%
$82.3M0.9%$203.96
0
2024-Q2
Decreased
394,968
-2.5%
$79.9M0.9%$194.90
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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