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Burkett Financial Services’s JPMorgan Chase JPM Stock Holding History

Burkett Financial Services’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
Q3 		$985K Buy
2,978
+241
+9% +$84.3K 0.3% 28
2026
Q2 		$896K Sell
2,737
-7
-0.3% -$2.17K 0.28% 30
2026
Q1 		$807K Sell
2,744
-9
-0.3% -$2.73K 0.28% 30
2025
Q4 		$887K Sell
2,753
-95
-3% -$29.4K 0.3% 29
2025
Q3 		$898K Sell
2,848
-287
-9% -$85.4K 0.31% 29
2025
Q2 		$909K Sell
3,135
-33
-1% -$8.42K 0.33% 27
2025
Q1 		$777K Buy
3,168
+36
+1% +$9.18K 0.32% 25
2024
Q4 		$751K Sell
3,132
-321
-9% -$74.8K 0.31% 29
2024
Q3 		$728K Sell
3,453
-172
-5% -$36.2K 0.3% 28
2024
Q2 		$733K Sell
3,625
-6
-0.2% -$1.17K 0.38% 25
2024
Q1 		$727K Sell
3,631
-3
-0.1% -$541 0.37% 24
2023
Q4 		$618K Buy
+3,634
New +$551K 0.34% 26

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Burkett Financial Services's JPM Position: Q3 2026 in Review

Burkett Financial Services increased its JPMorgan Chase (JPM) stake by 8.8% in Q3 2026, buying an estimated $84.3K and bringing the position to 2,978 shares worth $985K. The position accounts for 0.3% of the portfolio, ranked #28.

Burkett Financial Services first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 253 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Burkett Financial Services held 2,978 shares of JPMorgan Chase worth $985K as of Q3 2026.
  • Burkett Financial Services bought 241 JPMorgan Chase shares in Q3 2026, an estimated $84.3K.
  • JPMorgan Chase made up 0.3% of Burkett Financial Services's portfolio in Q3 2026, its #28 holding.
  • Burkett Financial Services first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • 253 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.