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SHAKER INVESTMENTS LLC/OH: JPM position timeline

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

SHAKER INVESTMENTS LLC/OH held 8,630 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,630 shares
    Change vs previous 13F -82 shares

    1.02% of the 13F portfolio, value $2,824,858.

    13F-HR 0001009005-26-000003 filed by SHAKER INVESTMENTS LLC/OH
    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 8,712 shares
    Change vs previous 13F -11,087 shares

    1.17% of the 13F portfolio, value $2,562,722.

    13F-HR 0001009005-26-000002 filed by SHAKER INVESTMENTS LLC/OH
    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 19,799 shares
    Change vs previous 13F -122 shares

    2.65% of the 13F portfolio, value $6,379,634.

    13F-HR 0001009005-26-000001 filed by SHAKER INVESTMENTS LLC/OH
    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 19,921 shares
    Change vs previous 13F -4 shares

    2.51% of the 13F portfolio, value $6,283,681.

    13F-HR 0001009005-25-000013 filed by SHAKER INVESTMENTS LLC/OH
    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 19,925 shares
    Change vs previous 13F +6,236 shares

    2.36% of the 13F portfolio, value $5,776,457.

    13F-HR 0001009005-25-000004 filed by SHAKER INVESTMENTS LLC/OH
    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 13,689 shares
    Change vs previous 13F -290 shares

    1.62% of the 13F portfolio, value $3,357,912.

    13F-HR 0001009005-25-000003 filed by SHAKER INVESTMENTS LLC/OH
    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 13,979 shares
    Change vs previous 13F -112 shares

    1.4% of the 13F portfolio, value $3,350,906.

    13F-HR 0001009005-25-000001 filed by SHAKER INVESTMENTS LLC/OH
    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 14,091 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,971,228.

    13F-HR 0001009005-24-000017 filed by SHAKER INVESTMENTS LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

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