OAKWOOD CAPITAL MANAGEMENT LLC/CA: JPM position timeline

OAKWOOD CAPITAL MANAGEMENT LLC/CA held 85,809 JPM shares at 2021-06-30 per its 13F-HR filed 2021-07-22.

the latest 13F is the newest step

1. period ended2021-06-30

   13F 85,809 shares

   Change vs previous 13F -3,198 shares

   3.44% of the 13F portfolio, value $13,347,000.

   13F-HR 0001077148-21-000006 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2021-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

2. period ended2021-03-31

   13F 89,007 shares

   Change vs previous 13F -2,967 shares

   3.99% of the 13F portfolio, value $13,550,000.

   13F-HR 0001077148-21-000004 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2021-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

3. period ended2020-12-31

   13F 91,974 shares

   Change vs previous 13F -1,334 shares

   3.56% of the 13F portfolio, value $11,687,000.

   13F-HR 0001077148-21-000002 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2021-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

4. period ended2020-09-30

   13F 93,308 shares

   Change vs previous 13F -1,965 shares

   3.32% of the 13F portfolio, value $8,983,000.

   13F-HR 0001077148-20-000008 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2020-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

5. period ended2020-06-30

   13F 95,273 shares

   Change vs previous 13F +2,608 shares

   3.73% of the 13F portfolio, value $8,961,000.

   13F-HR 0001077148-20-000006 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2020-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

6. period ended2020-03-31

   13F 92,665 shares

   Change vs previous 13F +925 shares

   4.41% of the 13F portfolio, value $8,343,000.

   13F-HR 0001077148-20-000004 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2020-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

7. period ended2019-12-31

   13F 91,740 shares

   Change vs previous 13F -2,551 shares

   5.32% of the 13F portfolio, value $12,789,000.

   13F-HR 0001077148-20-000002 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2020-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

8. period ended2019-09-30

   13F 94,291 shares

   Change vs previous 13F not available

   4.91% of the 13F portfolio, value $11,097,000.

   13F-HR 0001077148-19-000008 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2019-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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