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Disclosery

BURNEY CO/: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURNEY CO/ on JPM, newest first. How the timeline and the estimate are built.

BURNEY CO/ held 52,628 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,628 shares
    Change vs previous 13F -1,375 shares

    0.46% of the 13F portfolio, value $17,226,863.

    13F-HR 0000940445-26-000004 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 54,003 shares
    Change vs previous 13F -26,717 shares

    0.5% of the 13F portfolio, value $15,885,647.

    13F-HR 0000940445-26-000003 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 80,720 shares
    Change vs previous 13F -34,587 shares

    0.81% of the 13F portfolio, value $26,009,732.

    13F-HR 0000940445-26-000001 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 115,307 shares
    Change vs previous 13F -673 shares

    1.16% of the 13F portfolio, value $36,371,347.

    13F-HR 0000940445-25-000011 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 115,980 shares
    Change vs previous 13F +695 shares

    1.14% of the 13F portfolio, value $33,623,881.

    13F-HR 0000940445-25-000010 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 115,285 shares
    Change vs previous 13F +4,786 shares

    1.03% of the 13F portfolio, value $28,279,447.

    13F-HR 0000940445-25-000004 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 110,499 shares
    Change vs previous 13F +87,313 shares

    0.94% of the 13F portfolio, value $26,487,696.

    13F-HR 0000940445-25-000001 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,186 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,888,981.

    13F-HR 0000940445-24-000018 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).