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Beacon Pointe Advisors, LLC: JPM position timeline

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

Beacon Pointe Advisors, LLC held 474,800 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 474,800 shares
    Change vs previous 13F +12,851 shares

    0.72% of the 13F portfolio, value $155,416,306.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 461,949 shares
    Change vs previous 13F +118,293 shares

    0.72% of the 13F portfolio, value $135,886,999.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 343,656 shares
    Change vs previous 13F +25,379 shares

    0.78% of the 13F portfolio, value $110,732,700.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 318,277 shares
    Change vs previous 13F -60,112 shares

    0.85% of the 13F portfolio, value $100,393,993.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 378,389 shares
    Change vs previous 13F +968 shares

    1.15% of the 13F portfolio, value $109,698,758.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 377,421 shares
    Change vs previous 13F -13,085 shares

    1.04% of the 13F portfolio, value $92,581,404.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 390,506 shares
    Change vs previous 13F +306 shares

    1.04% of the 13F portfolio, value $93,608,125.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 390,200 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $82,277,621.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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