JPM JP MORGAN CHASE & COMPANY COM

Ownership history in OAK ASSOCIATES LTD /OH/  ·  78 quarters on record

AI Ownership Summary

OAK ASSOCIATES LTD /OH/ reported JP MORGAN CHASE & COMPANY COM (JPM) in 78 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.51% in 2025 Q1. The latest visible filing shows JPM at 2.39% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OAK ASSOCIATES LTD /OH/'s position in JP MORGAN CHASE & COMPANY COM, 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

JPM was reported at 2.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.51% 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
2023 Q4 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.

How OAK ASSOCIATES LTD /OH/ held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 123,286 +977 +0.8% 2.39% $39.7M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 122,309 -3,329 -2.6% 2.36% $38.6M 2025-11-12 $318.97
2025 Q2 REDUCED 125,638 -10,677 -7.8% 2.38% $36.4M 2025-08-12 $290.12
2025 Q1 REDUCED 136,315 -10,101 -6.9% 2.51% $33.4M 2025-05-14 $261.91
2024 Q4 REDUCED 146,416 -7,107 -4.6% 2.42% $35.1M 2025-02-13 $270.77
2024 Q3 REDUCED 153,523 -1,452 -0.9% 2.18% $32.4M 2024-11-12 $233.54
2024 Q2 REDUCED 154,975 -49 -0.0% 2.08% $31.3M 2024-08-08 $197.72
2024 Q1 ADDED 155,024 +1 +0.0% 2.15% $31.1M 2024-05-10 $191.53
2023 Q4 REDUCED 155,023 -1,094 -0.7% 1.99% $26.4M 2024-02-14 $168.64
69 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OAK ASSOCIATES LTD /OH/ and JPM

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

How long has OAK ASSOCIATES LTD /OH/ reported owning JPM?

OAK ASSOCIATES LTD /OH/ reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in OAK ASSOCIATES LTD /OH/'s portfolio?

The largest reported portfolio weight for JPM was 2.51% in 2025 Q1.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when OAK ASSOCIATES LTD /OH/ reported 123,286 shares, equal to 2.39% of portfolio, with an estimated market value of $39.7M.

What does the chart on this JPM ownership page compare?

The chart compares OAK ASSOCIATES LTD /OH/'s quarterly JPM 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.

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