Burns Matteson Capital Management’s JPMorgan Chase JPM Stock Holding History

Burns Matteson Capital Management’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	$499K	Sell	1,526 -152	-9%	-$47.2K	0.16%	112
2026 Q1	$493K	Sell	1,678 -356	-18%	-$108K	0.18%	119
2025 Q4	$656K	Sell	2,034 -26	-1%	-$8.05K	0.23%	66
2025 Q3	$650K	Buy	2,060 +4	+0.2%	+$1.19K	0.26%	58
2025 Q2	$596K	Buy	2,056 +26	+1%	+$6.63K	0.29%	56
2025 Q1	$498K	Buy	2,030 +30	+2%	+$7.65K	0.27%	67
2024 Q4	$479K	Buy	2,000 +330	+20%	+$76.9K	0.27%	72
2024 Q3	$352K	Buy	1,670 +241	+17%	+$50.8K	0.2%	100
2024 Q2	$289K	Buy	1,429 +351	+33%	+$68.6K	0.18%	117
2024 Q1	$216K	Buy	+1,078	New	+$195K	0.14%	140
2021 Q4	–	Sell	-1,239	Closed	-$203K	–	144
2021 Q3	$203K	Buy	+1,239	New	+$194K	0.15%	124

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Burns Matteson Capital Management's JPM Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its JPMorgan Chase (JPM) stake by 9.1% in Q2 2026, selling an estimated $47.2K and leaving 1,526 shares worth $499K. The position accounts for 0.16% of the portfolio, ranked #112.

Burns Matteson Capital Management first reported a position in JPM in Q3 2021 and has held it in 11 quarters since. The position peaked at $656K in Q4 2025. 3,256 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Burns Matteson Capital Management held 1,526 shares of JPMorgan Chase worth $499K as of Q2 2026.
Burns Matteson Capital Management sold 152 JPMorgan Chase shares in Q2 2026, an estimated $47.2K.
JPMorgan Chase made up 0.16% of Burns Matteson Capital Management's portfolio in Q2 2026, its #112 holding.
Burns Matteson Capital Management first reported a position in JPMorgan Chase in Q3 2021 and has held it in 11 quarters since.
Burns Matteson Capital Management's JPMorgan Chase position peaked at $656K in Q4 2025.
3,256 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.