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PIN OAK INVESTMENT ADVISORS INC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PIN OAK INVESTMENT ADVISORS INC on JPM, newest first. How the timeline and the estimate are built.

PIN OAK INVESTMENT ADVISORS INC held 2,846 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,846 shares
    Change vs previous 13F +20 shares

    0.66% of the 13F portfolio, value $932,000.

    13F-HR/A 0001094584-26-000004 filed by PIN OAK INVESTMENT ADVISORS INC
    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 2,826 shares
    Change vs previous 13F -226 shares

    0.59% of the 13F portfolio, value $831,000.

    13F-HR 0001094584-26-000002 filed by PIN OAK INVESTMENT ADVISORS INC
    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 3,052 shares
    Change vs previous 13F +24 shares

    0.69% of the 13F portfolio, value $984,000.

    13F-HR 0001094584-26-000001 filed by PIN OAK INVESTMENT ADVISORS INC
    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 3,028 shares
    Change vs previous 13F +214 shares

    0.68% of the 13F portfolio, value $955,026.

    13F-HR 0001094584-25-000005 filed by PIN OAK INVESTMENT ADVISORS INC
    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 2,814 shares
    Change vs previous 13F -252 shares

    0.58% of the 13F portfolio, value $690,000.

    13F-HR 0001094584-25-000003 filed by PIN OAK INVESTMENT ADVISORS INC
    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 3,066 shares
    Change vs previous 13F +302 shares

    0.6% of the 13F portfolio, value $781,000.

    13F-HR 0001094584-25-000002 filed by PIN OAK INVESTMENT ADVISORS INC
    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 2,764 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $583,000.

    13F-HR 0001094584-25-000001 filed by PIN OAK INVESTMENT ADVISORS INC
    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 2,764 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $582,000.

    13F-HR 0001094584-24-000004 filed by PIN OAK INVESTMENT ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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