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JP Morgan Private Wealth Advisors’s Burlington BURL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$521K Sell
3,853
-264
-6% -$42.3K ﹤0.01% 1235
2023
Q2 		$648K Sell
4,117
-1,087
-21% -$187K ﹤0.01% 930
2023
Q1 		$1.05M Buy
5,204
+273
+6% +$59.7K ﹤0.01% 1139
2022
Q4 		$1,000K Buy
4,931
+910
+23% +$145K ﹤0.01% 1149
2022
Q3 		$450K Sell
4,021
-565
-12% -$82.3K ﹤0.01% 1506
2022
Q2 		$625K Buy
4,586
+721
+19% +$130K ﹤0.01% 1363
2022
Q1 		$704K Sell
3,865
-135
-3% -$29.6K ﹤0.01% 1374
2021
Q4 		$1.17M Buy
4,000
+17
+0.4% +$4.78K ﹤0.01% 1166
2021
Q3 		$1.13M Sell
3,983
-1,611
-29% -$515K ﹤0.01% 1161
2021
Q2 		$1.8M Sell
5,594
-455
-8% -$145K ﹤0.01% 923
2021
Q1 		$1.81M Sell
6,049
-1,182
-16% -$321K 0.01% 805
2020
Q4 		$1.89M Buy
7,231
+416
+6% +$92.7K 0.01% 749
2020
Q3 		$1.41M Buy
6,815
+2,911
+75% +$567K 0.01% 756
2020
Q2 		$769K Buy
3,904
+1,793
+85% +$338K ﹤0.01% 904
2020
Q1 		$335K Buy
+2,111
New +$444K ﹤0.01% 1089
2018
Q4 		– Sell
-1,244
Closed -$203K – 1464
2018
Q3 		$203K Sell
1,244
-214
-15% -$34.1K ﹤0.01% 1478
2018
Q2 		$219K Buy
+1,458
New +$208K ﹤0.01% 1330
2017
Q1 		– Sell
-2,448
Closed -$207K – 1334
2016
Q4 		$207K Buy
+2,448
New +$198K ﹤0.01% 1151

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BURL Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Burlington (BURL) stake by 6.4% in Q3 2023, selling an estimated $42.3K and leaving 3,853 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

JP Morgan Private Wealth Advisors first reported a position in BURL in Q4 2016 and has held it in 18 quarters since. The position peaked at $1.89M in Q4 2020. 414 funds tracked by Wall St. Rank hold BURL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 3,853 shares of Burlington worth $521K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 264 Burlington shares in Q3 2023, an estimated $42.3K.
  • Burlington made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1235 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Burlington in Q4 2016 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Burlington position peaked at $1.89M in Q4 2020.
  • 414 funds tracked by Wall St. Rank held Burlington as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.