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Disclosery

Goepper Burkhardt LLC: JPM position timeline

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

Goepper Burkhardt LLC held 2,764 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,764 shares
    Change vs previous 13F -2 shares

    0.27% of the 13F portfolio, value $904,883.

    13F-HR 0001844142-26-000003 filed by Goepper Burkhardt LLC
    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 2,766 shares
    Change vs previous 13F -4 shares

    0.27% of the 13F portfolio, value $813,547.

    13F-HR 0001844142-26-000002 filed by Goepper Burkhardt LLC
    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 2,770 shares
    Change vs previous 13F +122 shares

    0.29% of the 13F portfolio, value $892,615.

    13F-HR 0001844142-26-000001 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,648 shares
    Change vs previous 13F -4 shares

    0.28% of the 13F portfolio, value $835,191.

    13F-HR 0001844142-25-000005 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,652 shares
    Change vs previous 13F +38 shares

    0.28% of the 13F portfolio, value $768,914.

    13F-HR 0001844142-25-000004 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,614 shares
    Change vs previous 13F +322 shares

    0.26% of the 13F portfolio, value $641,284.

    13F-HR 0001844142-25-000002 filed by Goepper Burkhardt LLC
    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 2,292 shares
    Change vs previous 13F -151 shares

    0.22% of the 13F portfolio, value $549,368.

    13F-HR 0001844142-25-000001 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,443 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $515,063.

    13F-HR 0001844142-24-000004 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

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