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Burling Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Burling Wealth Partners’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
Q1 		$18.6M Sell
63,068
-1,585
-2% -$481K 3% 6
2025
Q4 		$20.8M Buy
64,653
+2,616
+4% +$810K 3.24% 6
2025
Q3 		$19.6M Sell
62,037
-779
-1% -$232K 3.24% 6
2025
Q2 		$18.2M Buy
62,816
+1,366
+2% +$349K 3.36% 6
2025
Q1 		$15.1M Buy
61,450
+888
+1% +$226K 3.17% 5
2024
Q4 		$14.5M Buy
+60,562
New +$14.1M 2.96% 8

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Burling Wealth Partners's JPM Position: Q1 2026 in Review

Burling Wealth Partners reduced its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, selling an estimated $481K and leaving 63,068 shares worth $18.6M. The position accounts for 3% of the portfolio, ranked #6.

Burling Wealth Partners first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.8M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Burling Wealth Partners held 63,068 shares of JPMorgan Chase worth $18.6M as of Q1 2026.
  • Burling Wealth Partners sold 1,585 JPMorgan Chase shares in Q1 2026, an estimated $481K.
  • JPMorgan Chase made up 3% of Burling Wealth Partners's portfolio in Q1 2026, its #6 holding.
  • Burling Wealth Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's JPMorgan Chase position peaked at $20.8M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.