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OAK RIDGE INVESTMENTS LLC: JPM position timeline

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

OAK RIDGE INVESTMENTS LLC held 1,010 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,010 shares
    Change vs previous 13F -253 shares

    0.02% of the 13F portfolio, value $330,603.

    13F-HR 0001172661-26-002720 filed by OAK RIDGE INVESTMENTS 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 1,263 shares
    Change vs previous 13F -116 shares

    0.02% of the 13F portfolio, value $371,524.

    13F-HR 0001172661-26-001576 filed by OAK RIDGE INVESTMENTS 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 1,379 shares
    Change vs previous 13F -239 shares

    0.03% of the 13F portfolio, value $444,341.

    13F-HR 0001172661-26-000295 filed by OAK RIDGE INVESTMENTS 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 1,618 shares
    Change vs previous 13F +253 shares

    0.03% of the 13F portfolio, value $510,366.

    13F-HR 0001172661-25-004477 filed by OAK RIDGE INVESTMENTS 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 1,365 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $395,727.

    13F-HR 0001172661-25-002726 filed by OAK RIDGE INVESTMENTS 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 1,365 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $334,835.

    13F-HR 0001172661-25-001733 filed by OAK RIDGE INVESTMENTS 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 1,365 shares
    Change vs previous 13F -31 shares

    0.03% of the 13F portfolio, value $327,204.

    13F-HR 0001172661-25-000200 filed by OAK RIDGE INVESTMENTS 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 1,396 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $294,361.

    13F-HR 0001172661-24-004384 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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