Burnham & Co LLC’s JPMorgan Chase JPM Stock Holding History

Burnham & Co LLC’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.29M	Buy	+3,955	New	+$1.23M	1.04%	24

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Burnham & Co LLC's JPM Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in JPMorgan Chase (JPM) in Q2 2026: 3,955 shares worth $1.29M. The stake represents 1.04% of the portfolio and ranks #24 among its holdings.

4,548 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Burnham & Co LLC held 3,955 shares of JPMorgan Chase worth $1.29M as of Q2 2026.
JPMorgan Chase was a new Burnham & Co LLC position in Q2 2026.
JPMorgan Chase made up 1.04% of Burnham & Co LLC's portfolio in Q2 2026, its #24 holding.
4,548 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.