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Disclosery

BERKSHIRE ASSET MANAGEMENT LLC/PA: JPM position timeline

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

BERKSHIRE ASSET MANAGEMENT LLC/PA held 346,587 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 346,587 shares
    Change vs previous 13F +247 shares

    4.45% of the 13F portfolio, value $113,448,470.

    13F-HR 0001398344-26-013514 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    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 346,340 shares
    Change vs previous 13F -2,090 shares

    4.37% of the 13F portfolio, value $101,879,289.

    13F-HR 0001398344-26-008838 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    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 348,430 shares
    Change vs previous 13F -5,202 shares

    4.93% of the 13F portfolio, value $112,271,123.

    13F-HR 0001398344-26-003197 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    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 353,632 shares
    Change vs previous 13F -2,740 shares

    4.74% of the 13F portfolio, value $111,546,049.

    13F-HR 0001398344-25-020486 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    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 356,372 shares
    Change vs previous 13F -1,301 shares

    4.69% of the 13F portfolio, value $103,315,877.

    13F-HR 0001398344-25-015201 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    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 357,673 shares
    Change vs previous 13F -44,528 shares

    4.32% of the 13F portfolio, value $90,173,322.

    13F-HR 0001398344-25-009324 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    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 402,201 shares
    Change vs previous 13F -17,667 shares

    5.04% of the 13F portfolio, value $106,518,806.

    13F-HR 0001398344-25-002126 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    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 419,868 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $84,922,508.

    13F-HR 0001398344-24-020774 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

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