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 Q2	$20.7M	Buy	63,141 +73	+0.1%	+$22.7K	3.02%	7
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Burling Wealth Partners's JPM Position: Q2 2026 in Review

Burling Wealth Partners increased its JPMorgan Chase (JPM) stake by 0.12% in Q2 2026, buying an estimated $22.7K and bringing the position to 63,141 shares worth $20.7M. The position accounts for 3.02% of the portfolio, ranked #7.

Burling Wealth Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.8M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Burling Wealth Partners held 63,141 shares of JPMorgan Chase worth $20.7M as of Q2 2026.
Burling Wealth Partners bought 73 JPMorgan Chase shares in Q2 2026, an estimated $22.7K.
JPMorgan Chase made up 3.02% of Burling Wealth Partners's portfolio in Q2 2026, its #7 holding.
Burling Wealth Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Burling Wealth Partners's JPMorgan Chase position peaked at $20.8M in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.