JPMORGAN CHASE & CO OACC — OAKTREE ACQUISITION CORP III

Ownership history in JPMORGAN CHASE & CO  ·  5 quarters on record

AI Ownership Summary

JPMORGAN CHASE & CO reported OAKTREE ACQUISITION CORP III (OACC) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q3. The latest visible filing shows OACC 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 OACC 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 OAKTREE ACQUISITION CORP III, 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
2026 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q3

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.

OACC stock page JPMORGAN CHASE & CO fund profile JPMORGAN CHASE & CO full holdings
How JPMORGAN CHASE & CO held OACC — position size vs. price
% of Fund (quarterly)    OACC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 49,958 +26 +0.1% 0.00% $537K 2026-11-12 $10.70
2026 Q2 ADDED — — — 49,932 +38 +0.1% 0.00% $535K 2026-08-12 $10.76
2025 Q4 REDUCED 33.3% +0.0% ❌ 49,894 -24,923 -33.3% 0.00% $530K 2026-02-11 $10.62
2025 Q3 REDUCED 62.5% +0.6% ❌ 74,817 -124,959 -62.5% 0.00% $783K 2025-11-14 (Est.) $10.60
2025 Q2 INITIATED — — — 199,776 — — 0.00% $2.1M 2025-08-14 (Est.) $10.45

🏢 Other funds also holding OACC

As of 2026 Q3 — sorted by position size

GRITSTONE ASSET MANAGEMENT LLC 3Y 2.04% BOUSSARD & GAVAUDAN GESTION SAS 0.6% PERISCOPE CAPITAL INC. 3Y 7Y 0.35% Alberta Investment Management Corp 3Y 7Y 0.03% Warberg Asset Management LLC 3Y 0.01% MIZUHO SECURITIES USA LLC 0.01% PICTON MAHONEY ASSET MANAGEMENT 3Y 7Y 0.01% BNP PARIBAS FINANCIAL MARKETS 3Y 7Y 0.0% CITIGROUP INC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About JPMORGAN CHASE & CO and OACC

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 OACC?

JPMORGAN CHASE & CO reported OACC across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

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

The largest reported portfolio weight for OACC was 0.00% in 2025 Q2.

What is the latest reported OACC position on this page?

The most recent filing on this page is 2026 Q3, when JPMORGAN CHASE & CO reported 49,958 shares, equal to 0.00% of portfolio, with an estimated market value of $537K.

What does the chart on this OACC ownership page compare?

The chart compares JPMORGAN CHASE & CO's quarterly OACC 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 OACC position?

Based on 13F filing dates vs. subsequent OACC price moves, JPMORGAN CHASE & CO correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on OACC relative to SPY over the holding period was +400.1%.

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