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Goepper Burkhardt’s JPMorgan Chase JPM Stock Holding History

Goepper Burkhardt’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$814K Sell
2,766
-4
-0.1% -$1.21K 0.27% 43
2025
Q4 		$893K Buy
2,770
+122
+5% +$37.8K 0.29% 39
2025
Q3 		$835K Sell
2,648
-4
-0.2% -$1.19K 0.28% 41
2025
Q2 		$769K Buy
2,652
+38
+1% +$9.7K 0.28% 38
2025
Q1 		$641K Buy
2,614
+322
+14% +$82.1K 0.26% 46
2024
Q4 		$549K Sell
2,292
-151
-6% -$35.2K 0.22% 46
2024
Q3 		$515K Buy
2,443
+42
+2% +$8.85K 0.21% 49
2024
Q2 		$486K Sell
2,401
-3
-0.1% -$587 0.22% 49
2024
Q1 		$478K Buy
2,404
+69
+3% +$12.5K 0.22% 49
2023
Q4 		$409K Sell
2,335
-101
-4% -$15.3K 0.2% 53
2023
Q3 		$353K Buy
2,436
+158
+7% +$23.7K 0.22% 46
2023
Q2 		$331K Buy
2,278
+18
+0.8% +$2.48K 0.2% 49
2023
Q1 		$295K Buy
2,260
+64
+3% +$8.77K 0.19% 52
2022
Q4 		$294K Buy
2,196
+76
+4% +$9.63K 0.21% 46
2022
Q3 		$222K Hold
2,120
– – 0.17% 56
2022
Q2 		$239K Buy
2,120
+200
+10% +$24.8K 0.17% 57
2022
Q1 		$262K Buy
1,920
+164
+9% +$24.2K 0.16% 58
2021
Q4 		$278K Buy
1,756
+1
+0.1% +$164 0.17% 54
2021
Q3 		$287K Hold
1,755
– – 0.18% 51
2021
Q2 		$273K Buy
1,755
+1
+0.1% +$157 0.17% 54
2021
Q1 		$267K Buy
1,754
+106
+6% +$15.3K 0.18% 52
2020
Q4 		$209K Buy
+1,648
New +$184K 0.15% 59

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goepper Burkhardt's JPM Position: Q1 2026 in Review

Goepper Burkhardt reduced its JPMorgan Chase (JPM) stake by 0.14% in Q1 2026, selling an estimated $1.21K and leaving 2,766 shares worth $814K. The position accounts for 0.27% of the portfolio, ranked #43.

Goepper Burkhardt first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $893K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Goepper Burkhardt held 2,766 shares of JPMorgan Chase worth $814K as of Q1 2026.
  • Goepper Burkhardt sold 4 JPMorgan Chase shares in Q1 2026, an estimated $1.21K.
  • JPMorgan Chase made up 0.27% of Goepper Burkhardt's portfolio in Q1 2026, its #43 holding.
  • Goepper Burkhardt first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Goepper Burkhardt's JPMorgan Chase position peaked at $893K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.