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BOK Financial Private Wealth, Inc.: JPM position timeline

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

BOK Financial Private Wealth, Inc. held 14,993 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 14,993 shares
    Change vs previous 13F -1,065 shares

    0.25% of the 13F portfolio, value $4,907,632.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    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 16,058 shares
    Change vs previous 13F -1,033 shares

    0.29% of the 13F portfolio, value $4,723,597.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    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 17,091 shares
    Change vs previous 13F -1,092 shares

    0.34% of the 13F portfolio, value $5,507,036.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    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 18,183 shares
    Change vs previous 13F -605 shares

    0.36% of the 13F portfolio, value $5,735,438.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    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 18,788 shares
    Change vs previous 13F -2,312 shares

    0.36% of the 13F portfolio, value $5,446,806.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    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 21,100 shares
    Change vs previous 13F -1,022 shares

    0.39% of the 13F portfolio, value $5,175,810.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    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 22,122 shares
    Change vs previous 13F -1,481 shares

    0.39% of the 13F portfolio, value $5,302,845.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    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 23,603 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,976,997.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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