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
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 461,949 |
+34.4% |
| $135.9M |
| 0.7% |
| $300.26 |
55 |
| 2025-Q4 | Increased | 343,656 | +8.0% | $110.7M | 0.8% | $321.97 | 46 |
| 2025-Q3 | Decreased | 318,277 | -15.9% | $100.4M | 0.9% | $312.75 | 0 |
| 2025-Q2 | Increased | 378,389 | +0.3% | $109.7M | 1.1% | $283.07 | 47 |
| 2025-Q1 | Decreased | 377,421 | -3.4% | $92.6M | 1.0% | $237.97 | 0 |
| 2024-Q4 | Increased | 390,506 | +0.1% | $93.6M | 1.0% | $233.31 | 47 |
| 2024-Q3 | Decreased | 390,200 | -1.2% | $82.3M | 0.9% | $203.96 | 0 |
| 2024-Q2 | Decreased | 394,968 | -2.5% | $79.9M | 0.9% | $194.90 | 0 |