Burgundy Asset Management’s JPMorgan Chase JPM Stock Holding History

Burgundy Asset Management’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
2022 Q4	–	Sell	-7,809	Closed	-$816K	–	109
2022 Q3	$816K	Sell	7,809 -1,952	-20%	-$224K	0.01%	94
2022 Q2	$1.1M	Hold	9,761	–	–	0.01%	92
2022 Q1	$1.33M	Hold	9,761	–	–	0.01%	92
2021 Q4	$1.55M	Hold	9,761	–	–	0.02%	88
2021 Q3	$1.6M	Hold	9,761	–	–	0.02%	91
2021 Q2	$1.52M	Hold	9,761	–	–	0.01%	93
2021 Q1	$1.49M	Sell	9,761 -9,761	-50%	-$1.4M	0.02%	92
2020 Q4	$2.48M	Hold	19,522	–	–	0.03%	85
2020 Q3	$1.88M	Hold	19,522	–	–	0.02%	82
2020 Q2	$1.84M	Hold	19,522	–	–	0.02%	85
2020 Q1	$1.76M	Hold	19,522	–	–	0.02%	83
2019 Q4	$2.72M	Hold	19,522	–	–	0.03%	89
2019 Q3	$2.3M	Hold	19,522	–	–	0.02%	90
2019 Q2	$2.18M	Hold	19,522	–	–	0.02%	89
2019 Q1	$1.98M	Hold	19,522	–	–	0.02%	91
2018 Q4	$1.91M	Hold	19,522	–	–	0.02%	95
2018 Q3	$2.2M	Hold	19,522	–	–	0.02%	91
2018 Q2	$2.03M	Hold	19,522	–	–	0.02%	88
2018 Q1	$2.15M	Sell	19,522 -7,824	-29%	-$886K	0.02%	89
2017 Q4	$2.92M	Hold	27,346	–	–	0.03%	87
2017 Q3	$2.61M	Hold	27,346	–	–	0.02%	90
2017 Q2	$2.5M	Hold	27,346	–	–	0.02%	93
2017 Q1	$2.4M	Hold	27,346	–	–	0.02%	92
2016 Q4	$2.36M	Hold	27,346	–	–	0.02%	94
2016 Q3	$1.82M	Hold	27,346	–	–	0.02%	96
2016 Q2	$1.7M	Hold	27,346	–	–	0.02%	102
2016 Q1	$1.62M	Buy	27,346 +8,065	+42%	+$471K	0.02%	99
2015 Q4	$1.27M	Hold	19,281	–	–	0.01%	96
2015 Q3	$1.18M	Hold	19,281	–	–	0.01%	97
2015 Q2	$1.31M	Buy	+19,281	New	+$1.26M	0.01%	92

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Burgundy Asset Management's JPM Position: Q4 2022 in Review

Burgundy Asset Management sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 7,809 shares — an estimated $816K sold.

Burgundy Asset Management first reported a position in JPM in Q2 2015 and held it in 30 quarters. The position peaked at $2.92M in Q4 2017. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Burgundy Asset Management reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
Burgundy Asset Management sold 7,809 JPMorgan Chase shares in Q4 2022, an estimated $816K.
Burgundy Asset Management first reported a position in JPMorgan Chase in Q2 2015 and held it in 30 quarters.
Burgundy Asset Management's JPMorgan Chase position peaked at $2.92M in Q4 2017.
3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Burgundy Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.