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Disclosery

Obermeyer Wealth Partners: JPM position timeline

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

Obermeyer Wealth Partners held 33,759 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,759 shares
    Change vs previous 13F +183 shares

    0.45% of the 13F portfolio, value $11,050,421.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 33,576 shares
    Change vs previous 13F -131 shares

    0.45% of the 13F portfolio, value $9,876,795.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 33,707 shares
    Change vs previous 13F +280 shares

    0.5% of the 13F portfolio, value $10,861,117.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 33,427 shares
    Change vs previous 13F -826 shares

    0.49% of the 13F portfolio, value $10,543,963.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 34,253 shares
    Change vs previous 13F +1,018 shares

    0.49% of the 13F portfolio, value $9,930,365.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 33,235 shares
    Change vs previous 13F -1,387 shares

    0.43% of the 13F portfolio, value $8,152,611.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 34,622 shares
    Change vs previous 13F +644 shares

    0.43% of the 13F portfolio, value $8,299,304.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    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 33,978 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $7,164,658.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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