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O'Keefe Stevens Advisory, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'Keefe Stevens Advisory, Inc. on JPM, newest first. How the timeline and the estimate are built.

O'Keefe Stevens Advisory, Inc. held 11,412 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,412 shares
    Change vs previous 13F +636 shares

    0.77% of the 13F portfolio, value $3,775,561.

    13F-HR 0001780565-26-000004 filed by O'Keefe Stevens Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,776 shares
    Change vs previous 13F +161 shares

    0.72% of the 13F portfolio, value $3,527,198.

    13F-HR 0001780565-26-000003 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,615 shares
    Change vs previous 13F +507 shares

    0.77% of the 13F portfolio, value $3,122,463.

    13F-HR 0001780565-26-000002 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,108 shares
    Change vs previous 13F +323 shares

    0.85% of the 13F portfolio, value $3,256,854.

    13F-HR 0001780565-26-000001 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,785 shares
    Change vs previous 13F +30 shares

    0.84% of the 13F portfolio, value $3,086,562.

    13F-HR 0001780565-25-000006 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,755 shares
    Change vs previous 13F +870 shares

    0.8% of the 13F portfolio, value $2,828,062.

    13F-HR 0001780565-25-000004 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,885 shares
    Change vs previous 13F +811 shares

    0.71% of the 13F portfolio, value $2,179,396.

    13F-HR 0001780565-25-000002 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,074 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,935,499.

    13F-HR 0001780565-25-000001 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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