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OKABENA INVESTMENT SERVICES INC: JPM position timeline

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

OKABENA INVESTMENT SERVICES INC held 15,027 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,027 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $4,918,788.

    13F-HR 0001157519-26-000003 filed by OKABENA INVESTMENT SERVICES 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 15,027 shares
    Change vs previous 13F -2,329 shares

    0.85% of the 13F portfolio, value $4,420,342.

    13F-HR 0000897101-26-000173 filed by OKABENA INVESTMENT SERVICES 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 17,356 shares
    Change vs previous 13F -382 shares

    1.07% of the 13F portfolio, value $5,592,450.

    13F-HR 0000897101-26-000047 filed by OKABENA INVESTMENT SERVICES 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 17,738 shares
    Change vs previous 13F +2,724 shares

    1.09% of the 13F portfolio, value $5,595,097.

    13F-HR 0000897101-25-000603 filed by OKABENA INVESTMENT SERVICES 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 15,014 shares
    Change vs previous 13F +300 shares

    0.97% of the 13F portfolio, value $4,352,709.

    13F-HR 0000897101-25-000466 filed by OKABENA INVESTMENT SERVICES 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 14,714 shares
    Change vs previous 13F +3,442 shares

    0.91% of the 13F portfolio, value $3,609,344.

    13F-HR 0000897101-25-000252 filed by OKABENA INVESTMENT SERVICES 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 11,272 shares
    Change vs previous 13F +348 shares

    0.75% of the 13F portfolio, value $2,702,011.

    13F-HR 0000897101-25-000093 filed by OKABENA INVESTMENT SERVICES 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 10,924 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,303,435.

    13F-HR 0000897101-24-000561 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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