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O'Neil Global Advisors, Inc.: JPM position timeline

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

O'Neil Global Advisors, Inc. held 0 JPM shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,464 shares

    13F-HR 0001861159-26-000002 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,464 shares
    Change vs previous 13F -1,102 shares

    0.49% of the 13F portfolio, value $1,438,390.

    13F-HR 0001861159-26-000001 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,566 shares
    Change vs previous 13F +82 shares

    0.32% of the 13F portfolio, value $1,756,000.

    13F-HR 0001861159-25-000008 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,484 shares
    Change vs previous 13F +5,484 shares

    0.37% of the 13F portfolio, value $1,590,000.

    13F-HR 0001861159-25-000007 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,216 shares

    13F-HR 0001861159-25-000002 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 2,216 shares
    Change vs previous 13F +6 shares

    0.16% of the 13F portfolio, value $531,000.

    13F-HR 0001861159-25-000001 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,210 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $466,000.

    13F-HR 0001861159-24-000007 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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