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Disclosery

Bernicke Wealth Management, Ltd.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernicke Wealth Management, Ltd. on JPM, newest first. How the timeline and the estimate are built.

Bernicke Wealth Management, Ltd. held 10,706 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,706 shares
    Change vs previous 13F -156 shares

    0.41% of the 13F portfolio, value $3,504,432.

    13F-HR 0001569863-26-000006 filed by Bernicke Wealth Management, Ltd.
    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 10,862 shares
    Change vs previous 13F -63 shares

    0.41% of the 13F portfolio, value $3,195,040.

    13F-HR 0001569863-26-000005 filed by Bernicke Wealth Management, Ltd.
    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 10,925 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,520,257.

    13F-HR 0001569863-26-000004 filed by Bernicke Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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