JPMORGAN CHASE & CO LOKVU β€” LIVE OAK ACQUISITION CORP V

Ownership history in JPMORGAN CHASE & CO  Β·  4 quarters on record

AI Ownership Summary

JPMORGAN CHASE & CO reported LIVE OAK ACQUISITION CORP V (LOKVU) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. The latest visible filing shows LOKVU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LOKVU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPMORGAN CHASE & CO's position in LIVE OAK ACQUISITION CORP V, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LOKVU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LOKVU stock page JPMORGAN CHASE & CO fund profile JPMORGAN CHASE & CO full holdings
How JPMORGAN CHASE & CO held LOKVU β€” position size vs. price
% of Fund (quarterly)    LOKVU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 47.3% +7.0% ❌ 50,000 -44,911 -47.3% 0.00% $538K 2026-02-14 (Est.) $10.99
2025 Q3 REDUCED 60.7% +3.4% ❌ 94,911 -146,300 -60.7% 0.00% $988K 2025-11-07 $10.55
2025 Q2 REDUCED 19.6% -6.3% βœ… 241,211 -58,789 -19.6% 0.00% $2.7M 2025-08-12 $10.96
2025 Q1 INITIATED β€” β€” β€” 300,000 β€” β€” 0.00% $3.0M 2025-05-12 $10.20

🏒 Other funds also holding LOKVU

As of 2025 Q4 β€” sorted by position size

Calamos Advisors LLC 3Y 7Y 0.02% Clear Street Group Inc. 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About JPMORGAN CHASE & CO and LOKVU

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPMORGAN CHASE & CO reported owning LOKVU?

JPMORGAN CHASE & CO reported LOKVU across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported LOKVU position in JPMORGAN CHASE & CO's portfolio?

The largest reported portfolio weight for LOKVU was 0.00% in 2025 Q1.

What is the latest reported LOKVU position on this page?

The most recent filing on this page is 2025 Q4, when JPMORGAN CHASE & CO reported 50,000 shares, equal to 0.00% of portfolio, with an estimated market value of $538K.

What does the chart on this LOKVU ownership page compare?

The chart compares JPMORGAN CHASE & CO's quarterly LOKVU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JPMORGAN CHASE & CO time their LOKVU position?

Based on 13F filing dates vs. subsequent LOKVU price moves, JPMORGAN CHASE & CO correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on LOKVU relative to SPY over the holding period was -11.2%.

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