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Burke & Herbert Bank & Trust’s JPMorgan Chase JPM Stock Holding History

Burke & Herbert Bank & Trust’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 		$4.33M Sell
13,215
-1,264
-9% -$393K 1.07% 24
2026
Q1 		$4.26M Sell
14,479
-476
-3% -$144K 1.18% 20
2025
Q4 		$4.82M Sell
14,955
-1,391
-9% -$431K 1.33% 15
2025
Q3 		$5.16M Sell
16,346
-185
-1% -$55K 1.11% 20
2025
Q2 		$4.79M Buy
16,531
+286
+2% +$73K 1.07% 19
2025
Q1 		$3.98M Sell
16,245
-1,945
-11% -$496K 0.96% 22
2024
Q4 		$4.36M Sell
18,190
-152
-0.8% -$35.4K 1.03% 20
2024
Q3 		$3.87M Sell
18,342
-542
-3% -$114K 0.9% 24
2024
Q2 		$3.82M Buy
18,884
+13,318
+239% +$2.6M 0.93% 22
2024
Q1 		$1.11M Sell
5,566
-840
-13% -$152K 0.84% 35
2023
Q4 		$1.09M Hold
6,406
– – 0.78% 34
2023
Q3 		$929K Sell
6,406
-989
-13% -$148K 0.75% 34
2023
Q2 		$1.08M Sell
7,395
-623
-8% -$85.7K 0.73% 33
2023
Q1 		$1.04M Sell
8,018
-74
-0.9% -$10.1K 0.77% 35
2022
Q4 		$1.08M Sell
8,092
-1,650
-17% -$209K 0.81% 36
2022
Q3 		$1.02M Sell
9,742
-625
-6% -$71.7K 0.84% 34
2022
Q2 		$1.17M Sell
10,367
-818
-7% -$101K 0.88% 31
2022
Q1 		$1.52M Sell
11,185
-1,045
-9% -$154K 0.97% 30
2021
Q4 		$1.94M Buy
12,230
+1,950
+19% +$320K 1.14% 23
2021
Q3 		$1.68M Buy
10,280
+647
+7% +$101K 1.09% 23
2021
Q2 		$1.5M Sell
9,633
-57
-0.6% -$8.95K 0.96% 31
2021
Q1 		$1.48M Sell
9,690
-46
-0.5% -$6.62K 1.01% 29
2020
Q4 		$1.24M Sell
9,736
-1,443
-13% -$161K 0.88% 37
2020
Q3 		$1.08M Buy
11,179
+767
+7% +$75.3K 0.85% 40
2020
Q2 		$979K Sell
10,412
-250
-2% -$23.7K 0.85% 38
2020
Q1 		$960K Sell
10,662
-230
-2% -$27.9K 0.97% 32
2019
Q4 		$1.52M Hold
10,892
– – 1.17% 22
2019
Q3 		$1.28M Sell
10,892
-70
-0.6% -$7.92K 1.14% 25
2019
Q2 		$1.23M Sell
10,962
-91
-0.8% -$10K 1.08% 26
2019
Q1 		$1.12M Hold
11,053
– – 0.99% 33
2018
Q4 		$1.08M Hold
11,053
– – 1.06% 29
2018
Q3 		$1.25M Buy
11,053
+20
+0.2% +$2.27K 1.06% 29
2018
Q2 		$1.15M Buy
11,033
+200
+2% +$21.9K 1.03% 31
2018
Q1 		$1.19M Hold
10,833
– – 1.07% 29
2017
Q4 		$1.16M Hold
10,833
– – 0.99% 33
2017
Q3 		$1.03M Hold
10,833
– – 0.94% 35
2017
Q2 		$990K Hold
10,833
– – 0.9% 35
2017
Q1 		$952K Sell
10,833
-250
-2% -$22.1K 0.85% 38
2016
Q4 		$957K Sell
11,083
-990
-8% -$75.5K 0.87% 36
2016
Q3 		$804K Buy
12,073
+1,059
+10% +$69K 0.73% 38
2016
Q2 		$685K Buy
11,014
+2,103
+24% +$131K 0.62% 42
2016
Q1 		$527K Buy
8,911
+1,165
+15% +$68K 0.51% 52
2015
Q4 		$511K Hold
7,746
– – 0.53% 52
2015
Q3 		$472K Buy
7,746
+801
+12% +$52.5K 0.53% 53
2015
Q2 		$471K Buy
6,945
+75
+1% +$4.9K 0.5% 54
2015
Q1 		$416K Sell
6,870
-1,016
-13% -$60.2K 0.45% 61
2014
Q4 		$493K Hold
7,886
– – 0.49% 54
2014
Q3 		$475K Hold
7,886
– – 0.46% 55
2014
Q2 		$455K Buy
7,886
+240
+3% +$13.5K 0.42% 58
2014
Q1 		$464K Buy
7,646
+167
+2% +$9.65K 0.46% 56
2013
Q4 		$437K Buy
7,479
+233
+3% +$12.8K 0.43% 57
2013
Q3 		$374K Hold
7,246
– – 0.42% 59
2013
Q2 		$383K Buy
+7,246
New +$368K 0.45% 53

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

Burke & Herbert Bank & Trust's JPM Position: Q2 2026 in Review

Burke & Herbert Bank & Trust reduced its JPMorgan Chase (JPM) stake by 8.7% in Q2 2026, selling an estimated $393K and leaving 13,215 shares worth $4.33M. The position accounts for 1.07% of the portfolio, ranked #24.

Burke & Herbert Bank & Trust first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.16M in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Burke & Herbert Bank & Trust held 13,215 shares of JPMorgan Chase worth $4.33M as of Q2 2026.
  • Burke & Herbert Bank & Trust sold 1,264 JPMorgan Chase shares in Q2 2026, an estimated $393K.
  • JPMorgan Chase made up 1.07% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #24 holding.
  • Burke & Herbert Bank & Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Burke & Herbert Bank & Trust's JPMorgan Chase position peaked at $5.16M in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.