James J. Burns & Company’s JPMorgan Chase JPM Stock Holding History

James J. Burns & Company’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	$3.6M	Sell	11,012 -315	-3%	-$97.8K	0.39%	40
2026 Q1	$3.33M	Sell	11,327 -6,995	-38%	-$2.12M	0.45%	42
2025 Q4	$5.9M	Sell	18,322 -53	-0.3%	-$16.4K	0.81%	26
2025 Q3	$5.8M	Buy	18,375 +4,345	+31%	+$1.29M	0.86%	24
2025 Q2	$4.07M	Buy	14,030 +61	+0.4%	+$15.6K	0.66%	30
2025 Q1	$3.43M	Sell	13,969 -68	-0.5%	-$17.3K	0.61%	32
2024 Q4	$3.36M	Buy	14,037 +6,680	+91%	+$1.56M	0.59%	36
2024 Q3	$1.55M	Buy	7,357 +436	+6%	+$91.8K	0.28%	50
2024 Q2	$1.4M	Buy	6,921 +2,002	+41%	+$391K	0.28%	51
2024 Q1	$978K	Sell	4,919 -4,240	-46%	-$765K	0.34%	40
2023 Q4	$1.56M	Buy	9,159 +1,497	+20%	+$227K	0.37%	42
2023 Q3	$1.11M	Sell	7,662 -191	-2%	-$28.6K	0.3%	48
2023 Q2	$1.14M	Buy	7,853 +3,225	+70%	+$444K	0.29%	54
2023 Q1	$604K	Buy	4,628 +1,116	+32%	+$153K	0.16%	70
2022 Q4	$471K	Buy	3,512 +33	+0.9%	+$4.18K	0.19%	60
2022 Q3	$364K	Buy	+3,479	New	+$399K	0.16%	64

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

James J. Burns & Company's JPM Position: Q2 2026 in Review

James J. Burns & Company reduced its JPMorgan Chase (JPM) stake by 2.8% in Q2 2026, selling an estimated $97.8K and leaving 11,012 shares worth $3.6M. The position accounts for 0.39% of the portfolio, ranked #40.

James J. Burns & Company first reported a position in JPM in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.9M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

James J. Burns & Company held 11,012 shares of JPMorgan Chase worth $3.6M as of Q2 2026.
James J. Burns & Company sold 315 JPMorgan Chase shares in Q2 2026, an estimated $97.8K.
JPMorgan Chase made up 0.39% of James J. Burns & Company's portfolio in Q2 2026, its #40 holding.
James J. Burns & Company first reported a position in JPMorgan Chase in Q3 2022 and has held it in 16 quarters since.
James J. Burns & Company's JPMorgan Chase position peaked at $5.9M in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.