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Disclosery

OLIVER LAGORE VANVALIN INVESTMENT GROUP: JPM position timeline

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

OLIVER LAGORE VANVALIN INVESTMENT GROUP held 7,464 JPM shares at 2025-06-30 per its 13F-HR filed 2025-07-10.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 7,464 shares
    Change vs previous 13F +2,457 shares

    0.72% of the 13F portfolio, value $1,830,889.

    13F-HR 0001398344-25-013001 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 5,007 shares
    Change vs previous 13F -2 shares

    0.31% of the 13F portfolio, value $1,200,126.

    13F-HR 0001398344-25-006386 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 5,009 shares
    Change vs previous 13F -69 shares

    0.28% of the 13F portfolio, value $1,056,124.

    13F-HR 0001398344-24-019859 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 5,078 shares
    Change vs previous 13F +205 shares

    0.29% of the 13F portfolio, value $1,027,053.

    13F-HR 0001398344-24-014731 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 4,873 shares
    Change vs previous 13F +362 shares

    0.29% of the 13F portfolio, value $976,128.

    13F-HR 0001398344-24-009673 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 4,511 shares
    Change vs previous 13F -4 shares

    0.29% of the 13F portfolio, value $767,400.

    13F-HR 0001398344-24-001410 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 4,515 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $654,754.

    13F-HR 0001398344-23-020359 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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