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Disclosery

BEACON FINANCIAL GROUP: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON FINANCIAL GROUP on JPM, newest first. How the timeline and the estimate are built.

BEACON FINANCIAL GROUP held 38,027 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,027 shares
    Change vs previous 13F -221 shares

    1.13% of the 13F portfolio, value $12,447,341.

    13F-HR 0001591379-26-000003 filed by BEACON FINANCIAL GROUP
    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 38,248 shares
    Change vs previous 13F -482 shares

    1.12% of the 13F portfolio, value $11,251,143.

    13F-HR 0001591379-26-000002 filed by BEACON FINANCIAL GROUP
    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 38,730 shares
    Change vs previous 13F -1,144 shares

    1.24% of the 13F portfolio, value $12,479,612.

    13F-HR 0001591379-26-000001 filed by BEACON FINANCIAL GROUP
    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 39,874 shares
    Change vs previous 13F -831 shares

    1.24% of the 13F portfolio, value $12,577,511.

    13F-HR 0002085853-25-000019 filed by BEACON FINANCIAL GROUP
    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 40,705 shares
    Change vs previous 13F -864 shares

    1.23% of the 13F portfolio, value $11,800,872.

    13F-HR 0001667731-25-000751 filed by BEACON FINANCIAL GROUP
    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 41,569 shares
    Change vs previous 13F -866 shares

    1.11% of the 13F portfolio, value $10,196,795.

    13F-HR 0001667731-25-000408 filed by BEACON FINANCIAL GROUP
    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 42,435 shares
    Change vs previous 13F -797 shares

    1.09% of the 13F portfolio, value $10,172,144.

    13F-HR 0001667731-25-000159 filed by BEACON FINANCIAL GROUP
    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 43,232 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $9,115,857.

    13F-HR 0001591379-24-000006 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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