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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
Q2 		$905K Sell
2,764
-2
-0.1% -$621 0.27% 41
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goepper Burkhardt's JPM Position: Q2 2026 in Review

Goepper Burkhardt reduced its JPMorgan Chase (JPM) stake by 0.07% in Q2 2026, selling an estimated $621 and leaving 2,764 shares worth $905K. The position accounts for 0.27% of the portfolio, ranked #41.

Goepper Burkhardt first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Goepper Burkhardt held 2,764 shares of JPMorgan Chase worth $905K as of Q2 2026.
  • Goepper Burkhardt sold 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.27% of Goepper Burkhardt's portfolio in Q2 2026, its #41 holding.
  • Goepper Burkhardt first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.