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
- period ended2026-06-3013F 20,259 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,313 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,478 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,883 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 38,003 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,210 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 36,150 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 36,034 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).