Skip to content
Disclosery

Burkett Asset Management Ltd: JPM position timeline

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

Burkett Asset Management Ltd held 2,540 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,540 shares
    Change vs previous 13F -190 shares

    0.79% of the 13F portfolio, value $840,308.

    13F-HR 0001085146-26-000885 filed by Burkett Asset Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,730 shares
    Change vs previous 13F -265 shares

    0.84% of the 13F portfolio, value $893,611.

    13F-HR 0002109360-26-000003 filed by Burkett Asset 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 ended2026-03-31
    13F 2,995 shares
    Change vs previous 13F -340 shares

    0.87% of the 13F portfolio, value $881,009.

    13F-HR 0002109360-26-000002 filed by Burkett Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,335 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,074,604.

    13F-HR 0002109360-26-000001 filed by Burkett Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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