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Disclosery

Burt Wealth Advisors: JPM position timeline

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

Burt Wealth Advisors held 5,487 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,487 shares
    Change vs previous 13F -64 shares

    0.42% of the 13F portfolio, value $1,730,764.

    13F-HR 0001705819-25-000078 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 5,551 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,609,290.

    13F-HR 0001705819-25-000043 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 5,551 shares
    Change vs previous 13F +220 shares

    0.34% of the 13F portfolio, value $1,361,660.

    13F-HR 0001705819-25-000026 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 5,331 shares
    Change vs previous 13F -98 shares

    0.32% of the 13F portfolio, value $1,277,894.

    13F-HR 0001705819-25-000020 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 5,429 shares
    Change vs previous 13F -58 shares

    0.28% of the 13F portfolio, value $1,144,759.

    13F-HR 0001705819-24-000063 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 5,487 shares
    Change vs previous 13F -174 shares

    0.29% of the 13F portfolio, value $1,109,801.

    13F-HR 0001705819-24-000038 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 5,661 shares
    Change vs previous 13F +235 shares

    0.29% of the 13F portfolio, value $1,133,898.

    13F-HR 0001705819-24-000024 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 5,426 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $922,963.

    13F-HR 0001705819-24-000013 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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