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Burleson & Co’s JPMorgan Chase JPM Stock Holding History

Burleson & Co’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 		$5.16M Sell
38,496
-3,365
-8% -$426K 1.29% 21
2022
Q3 		$4.37M Buy
41,861
+1,308
+3% +$150K 0.94% 27
2022
Q2 		$4.57M Buy
40,553
+2,961
+8% +$367K 0.99% 30
2022
Q1 		$5.13M Buy
37,592
+19,573
+109% +$2.89M 0.82% 32
2021
Q4 		$2.85M Buy
18,019
+5
+0% +$821 0.42% 45
2021
Q3 		$2.95M Buy
18,014
+16
+0.1% +$2.51K 0.44% 41
2021
Q2 		$2.8M Buy
17,998
+15
+0.1% +$2.36K 0.41% 43
2021
Q1 		$2.74M Sell
17,983
-32
-0.2% -$4.6K 0.45% 41
2020
Q4 		$2.29M Sell
18,015
-3,639
-17% -$407K 0.4% 47
2020
Q3 		$2.23M Sell
21,654
-6,764
-24% -$664K 0.42% 48
2020
Q2 		$2.82M Sell
28,418
-4,921
-15% -$467K 0.62% 37
2020
Q1 		$3.09M Buy
+33,339
New +$4.05M 0.8% 36

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Burleson & Co's JPM Position: Q4 2022 in Review

Burleson & Co reduced its JPMorgan Chase (JPM) stake by 8% in Q4 2022, selling an estimated $426K and leaving 38,496 shares worth $5.16M. The position accounts for 1.29% of the portfolio, ranked #21.

Burleson & Co first reported a position in JPM in Q1 2020 and has held it in 12 quarters since. 3,621 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Burleson & Co held 38,496 shares of JPMorgan Chase worth $5.16M as of Q4 2022.
  • Burleson & Co sold 3,365 JPMorgan Chase shares in Q4 2022, an estimated $426K.
  • JPMorgan Chase made up 1.29% of Burleson & Co's portfolio in Q4 2022, its #21 holding.
  • Burleson & Co first reported a position in JPMorgan Chase in Q1 2020 and has held it in 12 quarters since.
  • 3,621 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.