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Disclosery

Oak Harvest Investment Services: JPM position timeline

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

Oak Harvest Investment Services held 101,694 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,694 shares
    Change vs previous 13F +16,970 shares

    3.11% of the 13F portfolio, value $33,287,397.

    13F-HR 0001839430-26-000006 filed by Oak Harvest Investment Services
    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 84,724 shares
    Change vs previous 13F +2,619 shares

    2.6% of the 13F portfolio, value $24,922,454.

    13F-HR 0001839430-26-000004 filed by Oak Harvest Investment Services
    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 82,105 shares
    Change vs previous 13F +1,537 shares

    2.89% of the 13F portfolio, value $26,455,773.

    13F-HR 0001839430-26-000001 filed by Oak Harvest Investment Services
    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 80,568 shares
    Change vs previous 13F -18,489 shares

    2.96% of the 13F portfolio, value $25,413,435.

    13F-HR 0001839430-25-000007 filed by Oak Harvest Investment Services
    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 99,057 shares
    Change vs previous 13F -285 shares

    3.6% of the 13F portfolio, value $28,717,578.

    13F-HR 0001839430-25-000005 filed by Oak Harvest Investment Services
    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 99,342 shares
    Change vs previous 13F +3,855 shares

    3.4% of the 13F portfolio, value $24,368,516.

    13F-HR 0001839430-25-000004 filed by Oak Harvest Investment Services
    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 95,487 shares
    Change vs previous 13F -4,434 shares

    3.19% of the 13F portfolio, value $22,889,212.

    13F-HR 0001667731-25-000101 filed by Oak Harvest Investment Services
    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 99,921 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $21,069,354.

    13F-HR 0001839430-24-000008 filed by Oak Harvest Investment Services
    Filed (acceptance time not in the bulk data set), ingested

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