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OAK FAMILY ADVISORS, LLC: JPM position timeline

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

OAK FAMILY ADVISORS, LLC held 26,582 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,582 shares
    Change vs previous 13F -563 shares

    2.51% of the 13F portfolio, value $8,701,086.

    13F-HR 0001846161-26-000003 filed by OAK FAMILY ADVISORS, LLC
    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 27,145 shares
    Change vs previous 13F -2,878 shares

    2.46% of the 13F portfolio, value $7,984,973.

    13F-HR 0001846161-26-000002 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 30,023 shares
    Change vs previous 13F +299 shares

    2.96% of the 13F portfolio, value $9,674,011.

    13F-HR 0001846161-26-000001 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 29,724 shares
    Change vs previous 13F +133 shares

    3.04% of the 13F portfolio, value $9,375,841.

    13F-HR 0001846161-25-000005 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 29,591 shares
    Change vs previous 13F +10,089 shares

    3.1% of the 13F portfolio, value $8,578,727.

    13F-HR 0001846161-25-000004 filed by OAK FAMILY ADVISORS, LLC
    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 19,502 shares
    Change vs previous 13F +879 shares

    1.99% of the 13F portfolio, value $4,783,841.

    13F-HR 0001846161-25-000002 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,623 shares
    Change vs previous 13F +190 shares

    1.75% of the 13F portfolio, value $4,464,119.

    13F-HR 0001846161-25-000001 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,433 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $3,886,782.

    13F-HR 0001846161-24-000006 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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