Beta Wealth Group, Inc.
- SEC CIK
- 0001594417
- Latest filing
- Jul 24, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by Beta Wealth Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q2 2026 holdings
- Shares (Q2 2026)
- 852
- Value
- $278.9K
- % of portfolio
- 0.1%
- Quarters held
- 9
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 852 | $278.9K | 0.1% | +3+0.4% | Added | Holders |
| Q1 2026 | 849 | $249.8K | 0.1% | +159+23.0% | Added | Holders |
| Q4 2025 | 690 | $222.4K | 0.1% | +1+0.1% | Added | Holders |
| Q3 2025 | 689 | $217.5K | 0.1% | −3−0.4% | Reduced | Holders |
| Q2 2025 | 692 | $200.5K | 0.1% | −227−24.7% | Reduced | Holders |
| Q1 2025 | 919 | $225.5K | 0.1% | +1+0.1% | Added | Holders |
| Q4 2024 | 918 | $220.0K | 0.1% | +918 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −27,355−100.0% | Sold out | Holders |
| Q1 2023 | 27,355 | $3.56M | 2.0% | +27,355 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −2,700−100.0% | Sold out | Holders |
| Q3 2022 | 2,700 | $282.0K | 0.2% | +2,700 | New | Holders |