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Burney Company’s JPMorgan Chase JPM Stock Holding History

Burney Company’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 		$17.2M Sell
52,628
-1,375
-3% -$427K 0.46% 30
2026
Q1 		$15.9M Sell
54,003
-26,717
-33% -$8.11M 0.5% 31
2025
Q4 		$26M Sell
80,720
-34,587
-30% -$10.7M 0.81% 21
2025
Q3 		$36.4M Sell
115,307
-673
-0.6% -$200K 1.16% 14
2025
Q2 		$33.6M Buy
115,980
+695
+0.6% +$177K 1.14% 14
2025
Q1 		$28.3M Buy
115,285
+4,786
+4% +$1.22M 1.03% 19
2024
Q4 		$26.5M Buy
110,499
+87,313
+377% +$20.3M 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% -$99.1K 0.15% 162
2024
Q1 		$3.94M Sell
19,674
-15,387
-44% -$2.78M 0.15% 162
2023
Q4 		$5.96M Sell
35,061
-14,263
-29% -$2.16M 0.25% 101
2023
Q3 		$7.15M Buy
49,324
+502
+1% +$75.3K 0.34% 78
2023
Q2 		$7.1M Sell
48,822
-10,319
-17% -$1.42M 0.33% 82
2023
Q1 		$7.71M Buy
59,141
+446
+0.8% +$61.1K 0.38% 65
2022
Q4 		$7.87M Buy
58,695
+35,174
+150% +$4.46M 0.4% 64
2022
Q3 		$2.46M Sell
23,521
-245
-1% -$28.1K 0.14% 176
2022
Q2 		$2.68M Sell
23,766
-1,465
-6% -$182K 0.14% 170
2022
Q1 		$3.44M Sell
25,231
-185
-0.7% -$27.3K 0.16% 165
2021
Q4 		$4.03M Sell
25,416
-279
-1% -$45.8K 0.17% 156
2021
Q3 		$4.21M Buy
25,695
+7
+0% +$1.1K 0.2% 143
2021
Q2 		$4M Sell
25,688
-76
-0.3% -$11.9K 0.19% 149
2021
Q1 		$3.92M Sell
25,764
-364
-1% -$52.4K 0.19% 141
2020
Q4 		$3.32M Sell
26,128
-816
-3% -$91.2K 0.18% 154
2020
Q3 		$2.59M Sell
26,944
-1,355
-5% -$133K 0.16% 177
2020
Q2 		$2.66M Sell
28,299
-2,940
-9% -$279K 0.17% 164
2020
Q1 		$2.81M Sell
31,239
-2,256
-7% -$274K 0.22% 128
2019
Q4 		$4.67M Sell
33,495
-1,610
-5% -$206K 0.26% 116
2019
Q3 		$4.13M Sell
35,105
-1,057
-3% -$120K 0.25% 122
2019
Q2 		$4.04M Sell
36,162
-1,134
-3% -$125K 0.25% 123
2019
Q1 		$3.77M Sell
37,296
-4,706
-11% -$485K 0.23% 134
2018
Q4 		$4.1M Sell
42,002
-858
-2% -$91.4K 0.29% 113
2018
Q3 		$4.84M Sell
42,860
-4,766
-10% -$541K 0.29% 111
2018
Q2 		$4.96M Buy
47,626
+5,388
+13% +$591K 0.29% 110
2018
Q1 		$4.64M Sell
42,238
-6,723
-14% -$761K 0.29% 111
2017
Q4 		$5.24M Buy
48,961
+4,537
+10% +$459K 0.3% 115
2017
Q3 		$4.24M Sell
44,424
-2,195
-5% -$202K 0.28% 118
2017
Q2 		$4.25M Buy
46,619
+1,379
+3% +$119K 0.28% 109
2017
Q1 		$3.97M Sell
45,240
-9,343
-17% -$824K 0.26% 112
2016
Q4 		$4.71M Sell
54,583
-10,483
-16% -$799K 0.32% 98
2016
Q3 		$4.34M Buy
65,066
+30,099
+86% +$1.96M 0.31% 102
2016
Q2 		$2.17M Buy
34,967
+9,826
+39% +$614K 0.16% 146
2016
Q1 		$1.49M Buy
25,141
+4,084
+19% +$239K 0.11% 175
2015
Q4 		$1.4M Sell
21,057
-2,141
-9% -$139K 0.1% 179
2015
Q3 		$1.41M Sell
23,198
-1,535
-6% -$101K 0.11% 172
2015
Q2 		$1.68M Sell
24,733
-369
-1% -$24.1K 0.11% 167
2015
Q1 		$1.52M Buy
25,102
+652
+3% +$38.6K 0.1% 187
2014
Q4 		$1.53M Sell
24,450
-1,095
-4% -$65.9K 0.12% 173
2014
Q3 		$1.54M Sell
25,545
-3,878
-13% -$227K 0.13% 168
2014
Q2 		$1.7M Sell
29,423
-2,235
-7% -$126K 0.15% 157
2014
Q1 		$1.92M Buy
31,658
+2,838
+10% +$164K 0.18% 140
2013
Q4 		$1.69M Buy
28,820
+2,533
+10% +$139K 0.16% 152
2013
Q3 		$1.36M Buy
26,287
+1,371
+6% +$73.5K 0.15% 165
2013
Q2 		$1.31M Buy
+24,916
New +$1.27M 0.16% 151

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Burney Company's JPM Position: Q2 2026 in Review

Burney Company reduced its JPMorgan Chase (JPM) stake by 2.5% in Q2 2026, selling an estimated $427K and leaving 52,628 shares worth $17.2M. The position accounts for 0.46% of the portfolio, ranked #30.

Burney Company first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.4M in Q3 2025. 2,948 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Burney Company held 52,628 shares of JPMorgan Chase worth $17.2M as of Q2 2026.
  • Burney Company sold 1,375 JPMorgan Chase shares in Q2 2026, an estimated $427K.
  • JPMorgan Chase made up 0.46% of Burney Company's portfolio in Q2 2026, its #30 holding.
  • Burney Company first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's JPMorgan Chase position peaked at $36.4M in Q3 2025.
  • 2,948 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.