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Disclosery

BURKETT FINANCIAL SERVICES, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURKETT FINANCIAL SERVICES, LLC on JPM, newest first. How the timeline and the estimate are built.

BURKETT FINANCIAL SERVICES, LLC held 2,978 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,978 shares
    Change vs previous 13F +241 shares

    0.3% of the 13F portfolio, value $985,436.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,737 shares
    Change vs previous 13F -7 shares

    0.28% of the 13F portfolio, value $896,227.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    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 2,744 shares
    Change vs previous 13F -9 shares

    0.28% of the 13F portfolio, value $807,223.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    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 2,753 shares
    Change vs previous 13F -95 shares

    0.3% of the 13F portfolio, value $887,255.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,848 shares
    Change vs previous 13F -287 shares

    0.31% of the 13F portfolio, value $898,190.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,135 shares
    Change vs previous 13F -33 shares

    0.33% of the 13F portfolio, value $908,806.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,168 shares
    Change vs previous 13F +36 shares

    0.32% of the 13F portfolio, value $777,207.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,132 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $750,740.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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