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Owen LaRue, LLC: JPM position timeline

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

Owen LaRue, LLC held 20,259 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,259 shares
    Change vs previous 13F -8,054 shares

    2.31% of the 13F portfolio, value $6,631,445.

    13F-HR 0001965328-26-000008 filed by Owen LaRue, 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 28,313 shares
    Change vs previous 13F -2,165 shares

    3.2% of the 13F portfolio, value $8,328,462.

    13F-HR 0001965328-26-000002 filed by Owen LaRue, 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 30,478 shares
    Change vs previous 13F -405 shares

    3.74% of the 13F portfolio, value $9,820,727.

    13F-HR 0001965328-26-000001 filed by Owen LaRue, 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 30,883 shares
    Change vs previous 13F -7,120 shares

    3.83% of the 13F portfolio, value $9,741,539.

    13F-HR 0001965328-25-000004 filed by Owen LaRue, 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 38,003 shares
    Change vs previous 13F +793 shares

    4.68% of the 13F portfolio, value $11,017,546.

    13F-HR 0001965328-25-000002 filed by Owen LaRue, 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 37,210 shares
    Change vs previous 13F +1,060 shares

    4.55% of the 13F portfolio, value $9,127,655.

    13F-HR 0001965796-25-000003 filed by Owen LaRue, 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 36,150 shares
    Change vs previous 13F +116 shares

    4.53% of the 13F portfolio, value $8,665,561.

    13F-HR 0002056315-25-000006 filed by Owen LaRue, 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 36,034 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $7,598,104.

    13F-HR 0001965796-24-000009 filed by Owen LaRue, LLC
    Filed (acceptance time not in the bulk data set), ingested

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