Burney Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6M | Buy |
115,980
+695
| +0.6% | +$201K | 1.14% | 14 |
|
|
2025
Q1 | $28.3M | Buy |
115,285
+4,786
| +4% | +$1.17M | 1.03% | 19 |
|
|
2024
Q4 | $26.5M | Buy |
110,499
+87,313
| +377% | +$20.9M | 0.94% | 19 |
|
|
2024
Q3 | $4.89M | Buy |
23,186
+4,019
| +21% | +$847K | 0.17% | 130 |
|
|
2024
Q2 | $3.88M | Sell |
19,167
-507
| -3% | -$103K | 0.15% | 162 |
|
|
2024
Q1 | $3.94M | Sell |
19,674
-15,387
| -44% | -$3.08M | 0.15% | 162 |
|
|
2023
Q4 | $5.96M | Sell |
35,061
-14,263
| -29% | -$2.43M | 0.25% | 101 |
|
|
2023
Q3 | $7.15M | Buy |
49,324
+502
| +1% | +$72.8K | 0.34% | 78 |
|
|
2023
Q2 | $7.1M | Sell |
48,822
-10,319
| -17% | -$1.5M | 0.33% | 82 |
|
|
2023
Q1 | $7.71M | Buy |
59,141
+446
| +0.8% | +$58.1K | 0.38% | 65 |
|
|
2022
Q4 | $7.87M | Buy |
58,695
+35,174
| +150% | +$4.72M | 0.4% | 64 |
|
|
2022
Q3 | $2.46M | Sell |
23,521
-245
| -1% | -$25.6K | 0.14% | 176 |
|
|
2022
Q2 | $2.68M | Sell |
23,766
-1,465
| -6% | -$165K | 0.14% | 170 |
|
|
2022
Q1 | $3.44M | Sell |
25,231
-185
| -0.7% | -$25.2K | 0.16% | 165 |
|
|
2021
Q4 | $4.03M | Sell |
25,416
-279
| -1% | -$44.2K | 0.17% | 156 |
|
|
2021
Q3 | $4.21M | Buy |
25,695
+7
| +0% | +$1.15K | 0.2% | 143 |
|
|
2021
Q2 | $4M | Sell |
25,688
-76
| -0.3% | -$11.8K | 0.19% | 149 |
|
|
2021
Q1 | $3.92M | Sell |
25,764
-364
| -1% | -$55.4K | 0.19% | 141 |
|
|
2020
Q4 | $3.32M | Sell |
26,128
-816
| -3% | -$104K | 0.18% | 154 |
|
|
2020
Q3 | $2.59M | Sell |
26,944
-1,355
| -5% | -$130K | 0.16% | 177 |
|
|
2020
Q2 | $2.66M | Sell |
28,299
-2,940
| -9% | -$277K | 0.17% | 164 |
|
|
2020
Q1 | $2.81M | Sell |
31,239
-2,256
| -7% | -$203K | 0.22% | 128 |
|
|
2019
Q4 | $4.67M | Sell |
33,495
-1,610
| -5% | -$224K | 0.26% | 116 |
|
|
2019
Q3 | $4.13M | Sell |
35,105
-1,057
| -3% | -$124K | 0.25% | 122 |
|
|
2019
Q2 | $4.04M | Sell |
36,162
-1,134
| -3% | -$127K | 0.25% | 123 |
|
|
2019
Q1 | $3.78M | Sell |
37,296
-4,706
| -11% | -$476K | 0.23% | 134 |
|
|
2018
Q4 | $4.1M | Sell |
42,002
-858
| -2% | -$83.8K | 0.29% | 113 |
|
|
2018
Q3 | $4.84M | Sell |
42,860
-4,766
| -10% | -$538K | 0.29% | 111 |
|
|
2018
Q2 | $4.96M | Buy |
47,626
+5,388
| +13% | +$561K | 0.29% | 110 |
|
|
2018
Q1 | $4.65M | Sell |
42,238
-6,723
| -14% | -$739K | 0.29% | 111 |
|
|
2017
Q4 | $5.24M | Buy |
48,961
+4,537
| +10% | +$485K | 0.3% | 115 |
|
|
2017
Q3 | $4.24M | Sell |
44,424
-2,195
| -5% | -$209K | 0.28% | 118 |
|
|
2017
Q2 | $4.25M | Buy |
46,619
+1,379
| +3% | +$126K | 0.28% | 109 |
|
|
2017
Q1 | $3.97M | Sell |
45,240
-9,343
| -17% | -$821K | 0.26% | 112 |
|
|
2016
Q4 | $4.71M | Sell |
54,583
-10,483
| -16% | -$905K | 0.32% | 98 |
|
|
2016
Q3 | $4.34M | Buy |
65,066
+30,099
| +86% | +$2.01M | 0.31% | 102 |
|
|
2016
Q2 | $2.17M | Buy |
34,967
+9,826
| +39% | +$611K | 0.16% | 146 |
|
|
2016
Q1 | $1.49M | Buy |
25,141
+4,084
| +19% | +$242K | 0.11% | 175 |
|
|
2015
Q4 | $1.4M | Sell |
21,057
-2,141
| -9% | -$142K | 0.1% | 179 |
|
|
2015
Q3 | $1.41M | Sell |
23,198
-1,535
| -6% | -$93.6K | 0.11% | 172 |
|
|
2015
Q2 | $1.68M | Sell |
24,733
-369
| -1% | -$25K | 0.11% | 167 |
|
|
2015
Q1 | $1.52M | Buy |
25,102
+652
| +3% | +$39.5K | 0.1% | 187 |
|
|
2014
Q4 | $1.53M | Sell |
24,450
-1,095
| -4% | -$68.5K | 0.12% | 173 |
|
|
2014
Q3 | $1.54M | Sell |
25,545
-3,878
| -13% | -$234K | 0.13% | 168 |
|
|
2014
Q2 | $1.7M | Sell |
29,423
-2,235
| -7% | -$129K | 0.15% | 157 |
|
|
2014
Q1 | $1.92M | Buy |
31,658
+2,838
| +10% | +$172K | 0.18% | 140 |
|
|
2013
Q4 | $1.69M | Buy |
28,820
+2,533
| +10% | +$148K | 0.16% | 152 |
|
|
2013
Q3 | $1.36M | Buy |
26,287
+1,371
| +6% | +$70.9K | 0.15% | 165 |
|
|
2013
Q2 | $1.32M | Buy |
+24,916
| New | +$1.32M | 0.16% | 151 |
|