Burton Enright Welch’s JPMorgan Chase JPM Stock Holding History

Burton Enright Welch’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	$888K	Sell	2,713 -731	-21%	-$227K	0.1%	70
2026 Q1	$1.01M	Buy	3,444 +413	+14%	+$125K	0.14%	65
2025 Q4	$977K	Buy	3,031 +164	+6%	+$50.8K	0.14%	61
2025 Q3	$904K	Buy	2,867 +352	+14%	+$105K	0.14%	63
2025 Q2	$729K	Buy	2,515 +515	+26%	+$131K	0.13%	66
2025 Q1	$491K	Sell	2,000 -13	-0.6%	-$3.31K	0.1%	68
2024 Q4	$483K	Buy	2,013 +13	+0.7%	+$3.03K	0.1%	69
2024 Q3	$422K	Hold	2,000	–	–	0.09%	67
2024 Q2	$405K	Sell	2,000 -86	-4%	-$16.8K	0.09%	69
2024 Q1	$418K	Sell	2,086 -7	-0.3%	-$1.26K	0.1%	63
2023 Q4	$356K	Buy	2,093 +224	+12%	+$33.9K	0.1%	68
2023 Q3	$271K	Hold	1,869	–	–	0.08%	66
2023 Q2	$272K	Sell	1,869 -28	-1%	-$3.85K	0.08%	61
2023 Q1	$247K	Sell	1,897 -12	-0.6%	-$1.64K	0.09%	61
2022 Q4	$256K	Buy	+1,909	New	+$242K	0.11%	59
2022 Q2	–	Sell	-1,701	Closed	-$232K	–	64
2022 Q1	$232K	Buy	1,701 +66	+4%	+$9.74K	0.13%	59
2021 Q4	$259K	Buy	+1,635	New	+$269K	0.17%	52

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

Burton Enright Welch's JPM Position: Q2 2026 in Review

Burton Enright Welch reduced its JPMorgan Chase (JPM) stake by 21% in Q2 2026, selling an estimated $227K and leaving 2,713 shares worth $888K. The position accounts for 0.1% of the portfolio, ranked #70.

Burton Enright Welch first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.01M in Q1 2026. 5,123 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Burton Enright Welch held 2,713 shares of JPMorgan Chase worth $888K as of Q2 2026.
Burton Enright Welch sold 731 JPMorgan Chase shares in Q2 2026, an estimated $227K.
JPMorgan Chase made up 0.1% of Burton Enright Welch's portfolio in Q2 2026, its #70 holding.
Burton Enright Welch first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
Burton Enright Welch's JPMorgan Chase position peaked at $1.01M in Q1 2026.
5,123 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.