JWBC
JPM icon

J.W. Burns & Co’s JPMorgan Chase JPM Stock Holding History

J.W. Burns & Co’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 		$25.4M Sell
77,579
-1,579
-2% -$490K 2.65% 10
2026
Q1 		$23.3M Sell
79,158
-39
-0% -$11.8K 2.67% 10
2025
Q4 		$25.5M Sell
79,197
-327
-0.4% -$101K 2.83% 9
2025
Q3 		$25.1M Buy
79,524
+206
+0.3% +$61.3K 2.84% 9
2025
Q2 		$23M Buy
79,318
+5,070
+7% +$1.29M 2.79% 8
2025
Q1 		$18.2M Sell
74,248
-374
-0.5% -$95.3K 2.36% 8
2024
Q4 		$17.9M Sell
74,622
-1,815
-2% -$423K 2.28% 8
2024
Q3 		$16.1M Sell
76,437
-877
-1% -$185K 2.1% 9
2024
Q2 		$15.6M Sell
77,314
-4
-0% -$782 2.11% 9
2024
Q1 		$15.5M Sell
77,318
-2,865
-4% -$517K 2.16% 9
2023
Q4 		$13.6M Sell
80,183
-377
-0.5% -$57.1K 2.02% 10
2023
Q3 		$11.7M Sell
80,560
-825
-1% -$124K 1.89% 11
2023
Q2 		$11.8M Sell
81,385
-679
-0.8% -$93.4K 1.9% 11
2023
Q1 		$10.7M Buy
82,064
+766
+0.9% +$105K 1.82% 11
2022
Q4 		$10.9M Sell
81,298
-389
-0.5% -$49.3K 1.99% 11
2022
Q3 		$8.54M Buy
81,687
+168
+0.2% +$19.3K 1.68% 13
2022
Q2 		$9.18M Buy
81,519
+1,502
+2% +$186K 1.74% 14
2022
Q1 		$10.9M Sell
80,017
-1,433
-2% -$212K 1.74% 13
2021
Q4 		$12.9M Buy
81,450
+41
+0.1% +$6.73K 1.87% 11
2021
Q3 		$13.3M Buy
81,409
+2,159
+3% +$338K 2.09% 9
2021
Q2 		$12.3M Buy
79,250
+410
+0.5% +$64.4K 1.94% 10
2021
Q1 		$12M Buy
78,840
+696
+0.9% +$100K 2.02% 10
2020
Q4 		$9.93M Buy
78,144
+1,425
+2% +$159K 1.77% 15
2020
Q3 		$7.39M Sell
76,719
-134
-0.2% -$13.2K 1.48% 18
2020
Q2 		$7.23M Buy
76,853
+3,420
+5% +$324K 1.6% 17
2020
Q1 		$6.61M Sell
73,433
-21
-0% -$2.55K 1.78% 14
2019
Q4 		$10.2M Buy
73,454
+3,180
+5% +$408K 2.17% 6
2019
Q3 		$8.27M Buy
70,274
+501
+0.7% +$56.7K 1.9% 10
2019
Q2 		$7.8M Buy
69,773
+2,184
+3% +$241K 1.8% 13
2019
Q1 		$6.84M Buy
67,589
+1,679
+3% +$173K 1.67% 15
2018
Q4 		$6.43M Sell
65,910
-2,094
-3% -$223K 1.8% 12
2018
Q3 		$7.67M Buy
68,004
+1,651
+2% +$187K 1.8% 12
2018
Q2 		$6.91M Sell
66,353
-122
-0.2% -$13.4K 1.76% 13
2018
Q1 		$7.31M Buy
66,475
+548
+0.8% +$62K 1.88% 11
2017
Q4 		$7.05M Sell
65,927
-722
-1% -$73.1K 1.79% 12
2017
Q3 		$6.37M Sell
66,649
-262
-0.4% -$24.2K 1.7% 15
2017
Q2 		$6.12M Sell
66,911
-237
-0.4% -$20.4K 1.65% 15
2017
Q1 		$5.9M Sell
67,148
-890
-1% -$78.5K 1.62% 15
2016
Q4 		$5.87M Buy
68,038
+883
+1% +$67.3K 1.72% 13
2016
Q3 		$4.47M Sell
67,155
-24
-0% -$1.56K 1.38% 23
2016
Q2 		$4.17M Buy
67,179
+7,141
+12% +$446K 1.27% 26
2016
Q1 		$3.56M Buy
60,038
+1,081
+2% +$63.1K 1.13% 27
2015
Q4 		$3.89M Buy
58,957
+2,766
+5% +$180K 1.24% 26
2015
Q3 		$3.43M Buy
56,191
+1,131
+2% +$74.1K 1.17% 27
2015
Q2 		$3.73M Buy
55,060
+1,420
+3% +$92.7K 1.22% 24
2015
Q1 		$3.25M Sell
53,640
-991
-2% -$58.7K 1.07% 31
2014
Q4 		$3.42M Sell
54,631
-999
-2% -$60.1K 1.12% 28
2014
Q3 		$3.35M Sell
55,630
-3,144
-5% -$184K 1.13% 30
2014
Q2 		$3.39M Buy
58,774
+3,762
+7% +$212K 1.13% 27
2014
Q1 		$3.34M Buy
55,012
+571
+1% +$33K 1.18% 22
2013
Q4 		$3.18M Buy
54,441
+981
+2% +$53.7K 1.11% 24
2013
Q3 		$2.76M Buy
53,460
+4,620
+9% +$248K 1.06% 27
2013
Q2 		$2.58M Buy
+48,840
New +$2.48M 1.06% 27

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

J.W. Burns & Co's JPM Position: Q2 2026 in Review

J.W. Burns & Co reduced its JPMorgan Chase (JPM) stake by 2% in Q2 2026, selling an estimated $490K and leaving 77,579 shares worth $25.4M. The position accounts for 2.65% of the portfolio, ranked #10.

J.W. Burns & Co first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.5M in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • J.W. Burns & Co held 77,579 shares of JPMorgan Chase worth $25.4M as of Q2 2026.
  • J.W. Burns & Co sold 1,579 JPMorgan Chase shares in Q2 2026, an estimated $490K.
  • JPMorgan Chase made up 2.65% of J.W. Burns & Co's portfolio in Q2 2026, its #10 holding.
  • J.W. Burns & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • J.W. Burns & Co's JPMorgan Chase position peaked at $25.5M in Q4 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.