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Disclosery

Oliver Luxxe Assets LLC: JPM position timeline

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

Oliver Luxxe Assets LLC held 5,272 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,272 shares
    Change vs previous 13F -2 shares

    0.25% of the 13F portfolio, value $1,725,684.

    13F-HR 0001666239-26-000008 filed by Oliver Luxxe Assets 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 5,274 shares
    Change vs previous 13F -126 shares

    0.23% of the 13F portfolio, value $1,551,400.

    13F-HR 0001666239-26-000006 filed by Oliver Luxxe Assets 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 5,400 shares
    Change vs previous 13F -226 shares

    0.26% of the 13F portfolio, value $1,739,988.

    13F-HR 0001666239-26-000002 filed by Oliver Luxxe Assets 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 5,626 shares
    Change vs previous 13F +76 shares

    0.28% of the 13F portfolio, value $1,774,609.

    13F-HR 0001666239-25-000015 filed by Oliver Luxxe Assets 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 5,550 shares
    Change vs previous 13F +139 shares

    0.29% of the 13F portfolio, value $1,609,001.

    13F-HR 0001666239-25-000011 filed by Oliver Luxxe Assets 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 5,411 shares
    Change vs previous 13F -85 shares

    0.25% of the 13F portfolio, value $1,327,318.

    13F-HR 0001666239-25-000008 filed by Oliver Luxxe Assets 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/A 5,496 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,158,948.

    13F-HR/A 0001666239-25-000004 filed by Oliver Luxxe Assets 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 5,496 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,158,948.

    13F-HR 0001666239-24-000006 filed by Oliver Luxxe Assets LLC
    Filed (acceptance time not in the bulk data set), ingested

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