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Burford Brothers’s JPMorgan Chase JPM Stock Holding History

Burford Brothers’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 		$4.29M Buy
13,092
+229
+2% +$71.1K 1.57% 17
2026
Q1 		$3.78M Sell
12,863
-15
-0.1% -$4.55K 1.55% 13
2025
Q4 		$4.15M Buy
12,878
+9
+0.1% +$2.79K 1.71% 13
2025
Q3 		$4.06M Sell
12,869
-1
-0% -$297 1.74% 13
2025
Q2 		$3.73M Buy
12,870
+9
+0.1% +$2.3K 1.71% 13
2025
Q1 		$3.15M Buy
12,861
+137
+1% +$34.9K 1.53% 13
2024
Q4 		$3.05M Buy
12,724
+46
+0.4% +$10.7K 1.5% 14
2024
Q3 		$2.67M Buy
12,678
+40
+0.3% +$8.43K 1.39% 15
2024
Q2 		$2.56M Buy
12,638
+25
+0.2% +$4.89K 1.49% 13
2024
Q1 		$2.53M Sell
12,613
-11
-0.1% -$1.99K 1.66% 12
2023
Q4 		$2.15M Buy
+12,624
New +$1.91M 1.52% 11

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Burford Brothers's JPM Position: Q2 2026 in Review

Burford Brothers increased its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, buying an estimated $71.1K and bringing the position to 13,092 shares worth $4.29M. The position accounts for 1.57% of the portfolio, ranked #17.

Burford Brothers first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Burford Brothers held 13,092 shares of JPMorgan Chase worth $4.29M as of Q2 2026.
  • Burford Brothers bought 229 JPMorgan Chase shares in Q2 2026, an estimated $71.1K.
  • JPMorgan Chase made up 1.57% of Burford Brothers's portfolio in Q2 2026, its #17 holding.
  • Burford Brothers first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.