Skip to content
Disclosery

O'ROURKE & COMPANY, Inc: JPM position timeline

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

O'ROURKE & COMPANY, Inc held 21,517 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,517 shares
    Change vs previous 13F -169 shares

    2.46% of the 13F portfolio, value $7,043,298.

    13F-HR 0001911468-26-000003 filed by O'ROURKE & COMPANY, 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 21,686 shares
    Change vs previous 13F -609 shares

    2.53% of the 13F portfolio, value $6,379,159.

    13F-HR 0001911468-26-000002 filed by O'ROURKE & COMPANY, 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 22,295 shares
    Change vs previous 13F -17 shares

    2.79% of the 13F portfolio, value $7,183,768.

    13F-HR 0001911468-26-000001 filed by O'ROURKE & COMPANY, 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 22,312 shares
    Change vs previous 13F -651 shares

    2.94% of the 13F portfolio, value $7,037,984.

    13F-HR 0001911468-25-000005 filed by O'ROURKE & COMPANY, 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 22,963 shares
    Change vs previous 13F -334 shares

    3.11% of the 13F portfolio, value $6,657,067.

    13F-HR 0001911468-25-000003 filed by O'ROURKE & COMPANY, 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 23,297 shares
    Change vs previous 13F +184 shares

    2.84% of the 13F portfolio, value $5,714,667.

    13F-HR 0001911468-25-000002 filed by O'ROURKE & COMPANY, 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 23,113 shares
    Change vs previous 13F -37 shares

    2.71% of the 13F portfolio, value $5,540,533.

    13F-HR 0001911468-25-000001 filed by O'ROURKE & COMPANY, 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 23,150 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $4,881,340.

    13F-HR 0001911468-24-000005 filed by O'ROURKE & COMPANY, Inc
    Filed (acceptance time not in the bulk data set), ingested

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