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Disclosery

Beacon Bank & Trust: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Bank & Trust on JPM, newest first. How the timeline and the estimate are built.

Beacon Bank & Trust held 31,087 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 31,087 shares
    Change vs previous 13F -1,114 shares

    1.94% of the 13F portfolio, value $10,175,707.

    13F-HR/A 0001628280-26-051960 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,201 shares
    Change vs previous 13F -1,165 shares

    1.94% of the 13F portfolio, value $9,472,245.

    13F-HR 0001628280-26-027894 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,366 shares
    Change vs previous 13F -1,608 shares

    2.18% of the 13F portfolio, value $10,751,192.

    13F-HR 0001628280-26-008357 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,974 shares
    Change vs previous 13F -1,640 shares

    2.38% of the 13F portfolio, value $11,031,848.

    13F-HR 0001104659-25-102068 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,614 shares
    Change vs previous 13F -1,265 shares

    2.42% of the 13F portfolio, value $10,614,763.

    13F-HR 0001104659-25-066678 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,879 shares
    Change vs previous 13F -944 shares

    2.26% of the 13F portfolio, value $9,291,718.

    13F-HR 0001104659-25-036078 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,823 shares
    Change vs previous 13F +1,735 shares

    2.16% of the 13F portfolio, value $9,306,260.

    13F-HR 0001104659-25-005173 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 37,088 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $7,820,375.

    13F-HR 0001104659-24-109736 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).