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OAKWORTH CAPITAL, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAKWORTH CAPITAL, INC. on JPM, newest first. How the timeline and the estimate are built.

OAKWORTH CAPITAL, INC. held 203,525 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,525 shares
    Change vs previous 13F +2,802 shares

    3.19% of the 13F portfolio, value $67,090,252.

    13F-HR 0001140361-26-029253 filed by OAKWORTH CAPITAL, 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 200,723 shares
    Change vs previous 13F +4,118 shares

    3.13% of the 13F portfolio, value $59,044,365.

    13F-HR 0001140361-26-016601 filed by OAKWORTH CAPITAL, 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 196,605 shares
    Change vs previous 13F -2,866 shares

    3.46% of the 13F portfolio, value $63,349,747.

    13F-HR 0001140361-26-002927 filed by OAKWORTH CAPITAL, INC.
    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 199,471 shares
    Change vs previous 13F -906 shares

    3.64% of the 13F portfolio, value $62,919,134.

    13F-HR 0001140361-25-040287 filed by OAKWORTH CAPITAL, INC.
    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 200,377 shares
    Change vs previous 13F +1,550 shares

    3.74% of the 13F portfolio, value $58,091,297.

    13F-HR 0001140361-25-026209 filed by OAKWORTH CAPITAL, INC.
    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 198,827 shares
    Change vs previous 13F -1,135 shares

    3.4% of the 13F portfolio, value $48,772,337.

    13F-HR 0001140361-25-015315 filed by OAKWORTH CAPITAL, INC.
    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 199,962 shares
    Change vs previous 13F +1,409 shares

    3.3% of the 13F portfolio, value $47,932,889.

    13F-HR 0001140361-25-002072 filed by OAKWORTH CAPITAL, INC.
    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 198,553 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $41,866,893.

    13F-HR 0001140361-24-043787 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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