Ownership history in BURNEY CO/ · 103 quarters on record
This page tracks every 13F SEC filing in which BURNEY CO/ reported a position in J.P.Morgan COM (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 80,720 | -34,587 | -30.0% | 0.81% | $26.0M | $320.77 |
| 2025 Q3 | REDUCED | 115,307 | -673 | -0.6% | 1.16% | $36.4M | $312.49 |
| 2025 Q2 | ADDED | 115,980 | +695 | +0.6% | 1.14% | $33.6M | $285.83 |
| 2025 Q1 | ADDED | 115,285 | +4,786 | +4.3% | 1.03% | $28.3M | $240.37 |
As of 2025 Q4 — sorted by position size