BURNS J W & CO INC/NY: JPM position timeline

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

BURNS J W & CO INC/NY held 77,579 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 77,579 shares
Change vs previous 13F -1,579 shares
2.65% of the 13F portfolio, value $25,393,831.
13F-HR 0001047339-26-000003 filed by BURNS J W & CO INC/NY
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 79,158 shares
Change vs previous 13F -39 shares
2.67% of the 13F portfolio, value $23,285,181.
13F-HR 0001047339-26-000002 filed by BURNS J W & CO INC/NY
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 79,197 shares
Change vs previous 13F -327 shares
2.83% of the 13F portfolio, value $25,518,776.
13F-HR 0001047339-26-000001 filed by BURNS J W & CO INC/NY
Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 79,524 shares
Change vs previous 13F +206 shares
2.84% of the 13F portfolio, value $25,084,134.
13F-HR 0001047339-25-000006 filed by BURNS J W & CO INC/NY
Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 79,318 shares
Change vs previous 13F +5,070 shares
2.79% of the 13F portfolio, value $22,995,224.
13F-HR 0001047339-25-000004 filed by BURNS J W & CO INC/NY
Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 74,248 shares
Change vs previous 13F -374 shares
2.36% of the 13F portfolio, value $18,213,117.
13F-HR 0001047339-25-000002 filed by BURNS J W & CO INC/NY
Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 74,622 shares
Change vs previous 13F -1,815 shares
2.28% of the 13F portfolio, value $17,887,691.
13F-HR 0001047339-25-000001 filed by BURNS J W & CO INC/NY
Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 76,437 shares
Change vs previous 13F not available
2.1% of the 13F portfolio, value $16,117,605.
13F-HR 0001047339-24-000005 filed by BURNS J W & CO INC/NY
Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).