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OPPENHEIMER ASSET MANAGEMENT INC.: JPM position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 827,691 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 827,691 shares
    Change vs previous 13F +9,695 shares

    1.43% of the 13F portfolio, value $270,928,095.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 386,843 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 440,848 shares

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

  2. period ended2026-03-31
    13F 817,996 shares
    Change vs previous 13F -6,902 shares

    1.42% of the 13F portfolio, value $240,621,704.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 382,956 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 435,040 shares

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

  3. period ended2025-12-31
    13F 824,898 shares
    Change vs previous 13F -37,221 shares

    1.75% of the 13F portfolio, value $265,798,634.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 388,517 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 436,381 shares

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

  4. period ended2025-09-30
    13F 862,119 shares
    Change vs previous 13F -9,900 shares

    1.57% of the 13F portfolio, value $271,938,194.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 401,987 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 460,132 shares

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

  5. period ended2025-06-30
    13F 872,019 shares
    Change vs previous 13F +6,688 shares

    1.55% of the 13F portfolio, value $252,807,027.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 405,686 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 466,333 shares

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

  6. period ended2025-03-31
    13F 865,331 shares
    Change vs previous 13F -96,649 shares

    1.45% of the 13F portfolio, value $212,265,693.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 397,818 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 467,513 shares

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

  7. period ended2024-12-31
    13F 961,980 shares
    Change vs previous 13F +1,075 shares

    1.54% of the 13F portfolio, value $230,596,226.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 365,036 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 596,944 shares

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

  8. period ended2024-09-30
    13F 960,905 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $202,616,430.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 359,551 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 601,354 shares

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