BURKE & HERBERT BANK & TRUST CO
BankPosition in JPM — Jpmorgan Chase & Co
CIK 1101250
ALEXANDRIA, VA
Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,325,665
+$66,523 QoQ
Shares Held
13,215
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#2,237
of 5,057 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BURKE & HERBERT BANK & TRUST CO holds $9,303,568 across 4 Banks - Diversified names. JPM ranks #1 (46.5% of the industry book) .
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,325,665 | 13,215 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,259,142 | 14,479 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,818,799 | 14,955 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,156,016 | 16,346 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,792,499 | 16,531 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,984,896 | 16,245 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,360,323 | 18,190 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,867,593 | 18,342 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,819,476 | 18,884 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,114,868 | 5,566 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,089,660 | 6,406 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $928,997 | 6,406 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,075,528 | 7,395 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,044,825 | 8,018 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,085,136 | 8,092 | Shares | Sole | 2023-01-11 | |
| 2022-06-30 | $1,167,427 | 10,367 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,524,739 | 11,185 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,936,619 | 12,230 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $1,682,732 | 10,280 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,498,316 | 9,633 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,475,107 | 9,690 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,237,152 | 9,736 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,076,201 | 11,179 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $979,352 | 10,412 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $959,899 | 10,662 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||