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Charter Oak Capital Management, LLC: JPM position timeline

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

Charter Oak Capital Management, LLC held 9,293 JPM shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 9,293 shares
    Change vs previous 13F -694 shares

    0.21% of the 13F portfolio, value $2,733,519.

    13F-HR 0001810720-26-000004 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 9,987 shares
    Change vs previous 13F +711 shares

    0.25% of the 13F portfolio, value $3,217,907.

    13F-HR 0001810720-26-000002 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 9,276 shares
    Change vs previous 13F +220 shares

    0.23% of the 13F portfolio, value $2,925,998.

    13F-HR 0001810720-25-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,056 shares
    Change vs previous 13F +310 shares

    0.22% of the 13F portfolio, value $2,625,525.

    13F-HR 0001667731-25-000777 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 8,746 shares
    Change vs previous 13F -75 shares

    0.2% of the 13F portfolio, value $2,145,477.

    13F-HR 0001667731-25-000416 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,821 shares
    Change vs previous 13F +24 shares

    0.2% of the 13F portfolio, value $2,114,553.

    13F-HR 0001667731-25-000083 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,797 shares
    Change vs previous 13F +1,062 shares

    0.17% of the 13F portfolio, value $1,855,039.

    13F-HR 0001810720-24-000004 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 7,735 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,564,435.

    13F-HR 0001810720-24-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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