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De Burlo Group’s JPMorgan Chase JPM Stock Holding History

De Burlo Group’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 		$3.14M Buy
9,581
+1
+0% +$311 0.57% 45
2026
Q1 		$2.82M Buy
9,580
+40
+0.4% +$12.1K 0.64% 40
2025
Q4 		$3.07M Sell
9,540
-8
-0.1% -$2.48K 0.37% 39
2025
Q3 		$3.01M Buy
9,548
+40
+0.4% +$11.9K 0.36% 38
2025
Q2 		$2.76M Sell
9,508
-130
-1% -$33.2K 0.36% 44
2025
Q1 		$2.36M Buy
9,638
+165
+2% +$42.1K 0.35% 45
2024
Q4 		$2.27M Sell
9,473
-150
-2% -$34.9K 0.3% 43
2024
Q3 		$2.03M Buy
9,623
+880
+10% +$185K 0.25% 46
2024
Q2 		$1.77M Sell
8,743
-860
-9% -$168K 0.24% 44
2024
Q1 		$1.92M Sell
9,603
-1,170
-11% -$211K 0.26% 45
2023
Q4 		$1.56M Hold
10,773
– – 0.27% 46
2023
Q3 		$1.56M Hold
10,773
– – 0.27% 46
2023
Q2 		$1.57M Buy
10,773
+456
+4% +$62.7K 0.26% 52
2023
Q1 		$1.34M Hold
10,317
– – 0.26% 56
2022
Q4 		$1.38M Hold
10,317
– – 0.31% 48
2022
Q3 		$1.08M Buy
+10,317
New +$1.18M 0.26% 51
2022
Q2 		– Sell
-11,350
Closed -$1.55M – 150
2022
Q1 		$1.55M Sell
11,350
-350
-3% -$51.7K 0.29% 49
2021
Q4 		$1.85M Buy
11,700
+300
+3% +$49.3K 0.27% 60
2021
Q3 		$1.87M Sell
11,400
-64,800
-85% -$10.2M 0.3% 56
2021
Q2 		$11.9M Sell
76,200
-55,000
-42% -$8.64M 1.89% 25
2021
Q1 		$20M Buy
131,200
+114,000
+663% +$16.4M 3.57% 7
2020
Q4 		$2.19M Buy
17,200
+100
+0.6% +$11.2K 0.36% 49
2020
Q3 		$1.65M Buy
+17,100
New +$1.68M 0.3% 54
2018
Q2 		– Sell
-111,900
Closed -$12.3M – 110
2018
Q1 		$12.3M Sell
111,900
-1,100
-1% -$125K 2.68% 12
2017
Q4 		$12.1M Buy
+113,000
New +$11.4M 2.45% 11

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

De Burlo Group's JPM Position: Q2 2026 in Review

De Burlo Group increased its JPMorgan Chase (JPM) stake by 0.01% in Q2 2026, buying an estimated $311 and bringing the position to 9,581 shares worth $3.14M. The position accounts for 0.57% of the portfolio, ranked #45.

De Burlo Group first reported a position in JPM in Q4 2017 and has held it in 25 quarters since. The position peaked at $20M in Q1 2021. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • De Burlo Group held 9,581 shares of JPMorgan Chase worth $3.14M as of Q2 2026.
  • De Burlo Group bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.57% of De Burlo Group's portfolio in Q2 2026, its #45 holding.
  • De Burlo Group first reported a position in JPMorgan Chase in Q4 2017 and has held it in 25 quarters since.
  • De Burlo Group's JPMorgan Chase position peaked at $20M in Q1 2021.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on De Burlo Group's 13F filing for Q2 2026, filed 13 Aug 2026.