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Oak Asset Management, LLC → JPM-PM
Oak Asset Management, LLC JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$5.8M
Q3 2026
Peak value
$5.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.7M |
| Q4 2025 | $5.8M |
| Q1 2026 | $5.3M |
| Q2 2026 | $5.9M |
| Q3 2026 | $5.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.8M | 17.6K | — | — |
| Q2 2026 | $5.9M | 17.9K | — | — |
| Q1 2026 | $5.3M | 18.0K | — | — |
| Q4 2025 | $5.8M | 17.9K | — | — |
| Q3 2025 | $5.7M | 18.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B