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Disclosery

Occidental Asset Management, LLC: JPM position timeline

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

Occidental Asset Management, LLC held 34,483 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,483 shares
    Change vs previous 13F +1,198 shares

    1.12% of the 13F portfolio, value $11,287,279.

    13F-HR 0001214659-26-009760 filed by Occidental Asset Management, 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 33,285 shares
    Change vs previous 13F +398 shares

    1.16% of the 13F portfolio, value $9,791,243.

    13F-HR 0001214659-26-004706 filed by Occidental Asset Management, 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 32,887 shares
    Change vs previous 13F +2,177 shares

    1.27% of the 13F portfolio, value $10,596,803.

    13F-HR 0001214659-26-000248 filed by Occidental Asset Management, 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 30,710 shares
    Change vs previous 13F +3,265 shares

    1.22% of the 13F portfolio, value $9,686,839.

    13F-HR 0001214659-25-015461 filed by Occidental Asset Management, 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 27,445 shares
    Change vs previous 13F +1,212 shares

    1.1% of the 13F portfolio, value $7,956,696.

    13F-HR 0001214659-25-010386 filed by Occidental Asset Management, 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 26,233 shares
    Change vs previous 13F +2,256 shares

    0.97% of the 13F portfolio, value $6,434,980.

    13F-HR 0001214659-25-007758 filed by Occidental Asset Management, 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 23,977 shares
    Change vs previous 13F +787 shares

    0.9% of the 13F portfolio, value $5,747,525.

    13F-HR 0001214659-25-000577 filed by Occidental Asset Management, 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 23,190 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $4,889,842.

    13F-HR 0001214659-24-017492 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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