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CAPITAL ADVISORS INC/OK: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL ADVISORS INC/OK on JPM, newest first. How the timeline and the estimate are built.

CAPITAL ADVISORS INC/OK held 565,120 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 565,120 shares
    Change vs previous 13F -1,858 shares

    2.72% of the 13F portfolio, value $184,980,826.

    13F-HR 0000860828-26-000004 filed by CAPITAL ADVISORS INC/OK
    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 566,978 shares
    Change vs previous 13F -285 shares

    2.68% of the 13F portfolio, value $166,782,390.

    13F-HR 0000860828-26-000003 filed by CAPITAL ADVISORS INC/OK
    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 567,263 shares
    Change vs previous 13F +6,479 shares

    2.94% of the 13F portfolio, value $182,783,640.

    13F-HR 0000860828-26-000001 filed by CAPITAL ADVISORS INC/OK
    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 560,784 shares
    Change vs previous 13F +24,965 shares

    2.96% of the 13F portfolio, value $176,888,047.

    13F-HR 0000860828-25-000007 filed by CAPITAL ADVISORS INC/OK
    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 535,819 shares
    Change vs previous 13F +28,779 shares

    2.79% of the 13F portfolio, value $155,339,339.

    13F-HR 0000860828-25-000005 filed by CAPITAL ADVISORS INC/OK
    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 507,040 shares
    Change vs previous 13F +17,257 shares

    2.48% of the 13F portfolio, value $124,376,904.

    13F-HR 0000860828-25-000004 filed by CAPITAL ADVISORS INC/OK
    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 489,783 shares
    Change vs previous 13F +4,533 shares

    2.34% of the 13F portfolio, value $117,405,975.

    13F-HR 0000860828-25-000003 filed by CAPITAL ADVISORS INC/OK
    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 485,250 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $102,319,720.

    13F-HR 0000860828-24-000004 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

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