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Orca Investment Management, LLC: JPM position timeline

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

Orca Investment Management, LLC held 6,744 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,744 shares
    Change vs previous 13F -64 shares

    1.6% of the 13F portfolio, value $2,207,514.

    13F-HR 0001104659-26-091712 filed by Orca Investment 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 6,808 shares
    Change vs previous 13F -303 shares

    1.7% of the 13F portfolio, value $2,002,641.

    13F-HR 0001104659-26-047339 filed by Orca Investment 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 7,111 shares
    Change vs previous 13F +18 shares

    1.8% of the 13F portfolio, value $2,291,306.

    13F-HR 0001104659-26-004940 filed by Orca Investment 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 7,093 shares
    Change vs previous 13F -58 shares

    1.83% of the 13F portfolio, value $2,237,345.

    13F-HR 0001104659-25-104091 filed by Orca Investment 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 7,151 shares
    Change vs previous 13F +90 shares

    1.87% of the 13F portfolio, value $2,073,146.

    13F-HR 0001104659-25-070685 filed by Orca Investment 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 7,061 shares
    Change vs previous 13F +24 shares

    1.73% of the 13F portfolio, value $1,732,063.

    13F-HR 0001104659-25-045448 filed by Orca Investment 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 7,037 shares
    Change vs previous 13F -706 shares

    1.59% of the 13F portfolio, value $1,686,839.

    13F-HR 0001104659-25-012662 filed by Orca Investment 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 7,743 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,632,689.

    13F-HR 0001104659-24-108000 filed by Orca Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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