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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

De Burlo Group's JPM Position: Q1 2026 in Review

De Burlo Group increased its JPMorgan Chase (JPM) stake by 0.42% in Q1 2026, buying an estimated $12.1K and bringing the position to 9,580 shares worth $2.82M. The position accounts for 0.64% of the portfolio, ranked #40.

De Burlo Group first reported a position in JPM in Q4 2017 and has held it in 24 quarters since. The position peaked at $20M in Q1 2021. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • De Burlo Group held 9,580 shares of JPMorgan Chase worth $2.82M as of Q1 2026.
  • De Burlo Group bought 40 JPMorgan Chase shares in Q1 2026, an estimated $12.1K.
  • JPMorgan Chase made up 0.64% of De Burlo Group's portfolio in Q1 2026, its #40 holding.
  • De Burlo Group first reported a position in JPMorgan Chase in Q4 2017 and has held it in 24 quarters since.
  • De Burlo Group's JPMorgan Chase position peaked at $20M in Q1 2021.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.