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Oakmont Investment Advisors, Inc.: JPM position timeline

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

Oakmont Investment Advisors, Inc. held 5,169 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 5,169 shares
    Change vs previous 13F +959 shares

    1.17% of the 13F portfolio, value $1,692,005.

    13F-HR 0002150170-26-000003 filed by Oakmont Investment Advisors, 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 4,210 shares
    Change vs previous 13F -1,627 shares

    1.13% of the 13F portfolio, value $1,238,320.

    13F-HR 0002150170-26-000002 filed by Oakmont Investment 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 ended2025-12-31
    13F 5,837 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,881,166.

    13F-HR 0002150170-26-000001 filed by Oakmont Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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