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Disclosery

BURKE & HERBERT BANK & TRUST CO: JPM position timeline

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

BURKE & HERBERT BANK & TRUST CO held 13,215 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,215 shares
    Change vs previous 13F -1,264 shares

    1.07% of the 13F portfolio, value $4,325,666.

    13F-HR 0001140361-26-031854 filed by BURKE & HERBERT BANK & TRUST 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 14,479 shares
    Change vs previous 13F -476 shares

    1.18% of the 13F portfolio, value $4,259,143.

    13F-HR 0001140361-26-019959 filed by BURKE & HERBERT BANK & TRUST 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 14,955 shares
    Change vs previous 13F -1,391 shares

    1.33% of the 13F portfolio, value $4,818,800.

    13F-HR 0001140361-26-004977 filed by BURKE & HERBERT BANK & TRUST 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 16,346 shares
    Change vs previous 13F -185 shares

    1.11% of the 13F portfolio, value $5,156,018.

    13F-HR 0001140361-25-041093 filed by BURKE & HERBERT BANK & TRUST 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 16,531 shares
    Change vs previous 13F +286 shares

    1.07% of the 13F portfolio, value $4,792,501.

    13F-HR 0001140361-25-028171 filed by BURKE & HERBERT BANK & TRUST 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 16,245 shares
    Change vs previous 13F -1,945 shares

    0.96% of the 13F portfolio, value $3,984,897.

    13F-HR 0001140361-25-016235 filed by BURKE & HERBERT BANK & TRUST 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 18,190 shares
    Change vs previous 13F -152 shares

    1.03% of the 13F portfolio, value $4,360,324.

    13F-HR 0001140361-25-002668 filed by BURKE & HERBERT BANK & TRUST 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 18,342 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,867,593.

    13F-HR 0001140361-24-044014 filed by BURKE & HERBERT BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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