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Disclosery

Beacon Financial Advisory LLC: JPM position timeline

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

Beacon Financial Advisory LLC held 11,556 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,556 shares
    Change vs previous 13F -42 shares

    0.74% of the 13F portfolio, value $3,782,621.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory LLC
    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 11,598 shares
    Change vs previous 13F +34 shares

    0.77% of the 13F portfolio, value $3,411,784.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory LLC
    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 11,564 shares
    Change vs previous 13F -2,551 shares

    0.86% of the 13F portfolio, value $3,726,158.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory LLC
    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 14,115 shares
    Change vs previous 13F +968 shares

    1.03% of the 13F portfolio, value $4,452,189.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
    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 13,147 shares
    Change vs previous 13F +3,260 shares

    0.99% of the 13F portfolio, value $3,811,486.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
    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 9,887 shares
    Change vs previous 13F +230 shares

    0.73% of the 13F portfolio, value $2,425,195.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory LLC
    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 9,657 shares
    Change vs previous 13F +180 shares

    0.75% of the 13F portfolio, value $2,314,929.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory LLC
    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 9,477 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,998,268.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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