JP Morgan Chase
BHRB icon

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
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 $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $544M AUM 9.54% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $362M AUM 20.5% 1-Year Est. Return