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OFI INVEST ASSET MANAGEMENT: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OFI INVEST ASSET MANAGEMENT on JPM, newest first. How the timeline and the estimate are built.

OFI INVEST ASSET MANAGEMENT held 327,756 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 327,756 shares
    Change vs previous 13F -5,168 shares

    0.94% of the 13F portfolio, value $94,476,380.

    13F-HR 0001977602-26-000005 filed by OFI INVEST ASSET MANAGEMENT
    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 332,924 shares
    Change vs previous 13F +7,628 shares

    1.13% of the 13F portfolio, value $85,566,806.

    13F-HR 0001977602-26-000004 filed by OFI INVEST ASSET MANAGEMENT
    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 325,296 shares
    Change vs previous 13F -98,887 shares

    1.28% of the 13F portfolio, value $89,672,544.

    13F-HR 0001977602-26-000002 filed by OFI INVEST ASSET MANAGEMENT
    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 424,183 shares
    Change vs previous 13F -17,918 shares

    2.4% of the 13F portfolio, value $113,872,377.

    13F-HR 0001977602-25-000011 filed by OFI INVEST ASSET MANAGEMENT
    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 442,101 shares
    Change vs previous 13F +74,390 shares

    2.71% of the 13F portfolio, value $109,187,290.

    13F-HR 0001977602-25-000006 filed by OFI INVEST ASSET MANAGEMENT
    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 367,711 shares
    Change vs previous 13F -2,435 shares

    2.19% of the 13F portfolio, value $83,502,600.

    13F-HR 0001977602-25-000003 filed by OFI INVEST ASSET MANAGEMENT
    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 370,146 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $85,685,850.

    13F-HR 0001977602-25-000002 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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