JP Morgan Chase
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JP Morgan Chase’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

JP Morgan Chase’s Portfolio BHRB Stock Details BHRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.07M Buy
84,287
+45,827
+119% +$2.96M ﹤0.01% 3280
2026
Q1 		$2.38M Sell
38,460
-17,974
-32% -$1.16M ﹤0.01% 3977
2025
Q4 		$3.52M Buy
56,434
+1,250
+2% +$78.4K ﹤0.01% 3631
2025
Q3 		$3.4M Buy
55,184
+5,673
+11% +$351K ﹤0.01% 3682
2025
Q2 		$2.96M Buy
49,511
+12,057
+32% +$668K ﹤0.01% 3611
2025
Q1 		$2.1M Sell
37,454
-27,072
-42% -$1.65M ﹤0.01% 3827
2024
Q4 		$4.02M Buy
64,526
+31,327
+94% +$2.05M ﹤0.01% 3558
2024
Q3 		$2.02M Buy
33,199
+27,490
+482% +$1.68M ﹤0.01% 4000
2024
Q2 		$291K Sell
5,709
-1,588
-22% -$80.9K ﹤0.01% 4954
2024
Q1 		$409K Buy
7,297
+3,039
+71% +$172K ﹤0.01% 4934
2023
Q4 		$268K Sell
4,258
-110
-3% -$5.48K ﹤0.01% 5187
2023
Q3 		$203K Sell
4,368
-622
-12% -$32.1K ﹤0.01% 5066
2023
Q2 		$320K Buy
+4,990
New +$392K ﹤0.01% 4773

Other funds holding BHRB

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $584M AUM 12.69% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return

JP Morgan Chase's BHRB Position: Q2 2026 in Review

JP Morgan Chase increased its Burke & Herbert Financial Services Corp (BHRB) stake by 119% in Q2 2026, buying an estimated $2.96M and bringing the position to 84,287 shares worth $6.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3280.

JP Morgan Chase first reported a position in BHRB in Q2 2023 and has held it in 13 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • JP Morgan Chase held 84,287 shares of Burke & Herbert Financial Services Corp worth $6.07M as of Q2 2026.
  • JP Morgan Chase bought 45,827 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $2.96M.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3280 holding.
  • JP Morgan Chase first reported a position in Burke & Herbert Financial Services Corp in Q2 2023 and has held it in 13 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.