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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Burkett Financial Services's JPM Position: Q2 2026 in Review

Burkett Financial Services reduced its JPMorgan Chase (JPM) stake by 0.26% in Q2 2026, selling an estimated $2.17K and leaving 2,737 shares worth $896K. The position accounts for 0.28% of the portfolio, ranked #30.

Burkett Financial Services first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $909K in Q2 2025. 2,971 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Burkett Financial Services held 2,737 shares of JPMorgan Chase worth $896K as of Q2 2026.
Burkett Financial Services sold 7 JPMorgan Chase shares in Q2 2026, an estimated $2.17K.
JPMorgan Chase made up 0.28% of Burkett Financial Services's portfolio in Q2 2026, its #30 holding.
Burkett Financial Services first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's JPMorgan Chase position peaked at $909K in Q2 2025.
2,971 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.