Back to JPM-PM
Oakworth Capital, Inc. → JPM-PM
Oakworth Capital, Inc. JPM-PM Position History
JPM-PM
Quarters held
47
Latest value
$19.7M
Q3 2026
Peak value
$43M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $41.1M |
| Q3 2025 | $745K |
| Q3 2025 | $21.1M |
| Q3 2025 | $3K |
| Q3 2025 | $22.4M |
| Q3 2025 | $188K |
| Q3 2025 | $15.6M |
| Q3 2025 | $15K |
| Q3 2025 | $4K |
| Q4 2025 | $41.3M |
| Q4 2025 | $761K |
| Q4 2025 | $21.3M |
| Q4 2025 | $23M |
| Q4 2025 | $188K |
| Q4 2025 | $17.6M |
| Q4 2025 | $15K |
| Q4 2025 | $4K |
| Q1 2026 | $38.2M |
| Q1 2026 | $680K |
| Q1 2026 | $20.1M |
| Q1 2026 | $22.8M |
| Q1 2026 | $187K |
| Q1 2026 | $18.2M |
| Q1 2026 | $167K |
| Q1 2026 | $4K |
| Q2 2026 | $43M |
| Q2 2026 | $807K |
| Q2 2026 | $23.3M |
| Q2 2026 | $2K |
| Q2 2026 | $3K |
| Q2 2026 | $2K |
| Q2 2026 | $1K |
| Q2 2026 | $23.1M |
| Q2 2026 | $220K |
| Q2 2026 | $19.5M |
| Q2 2026 | $15K |
| Q2 2026 | $4K |
| Q3 2026 | $43M |
| Q3 2026 | $816K |
| Q3 2026 | $23.4M |
| Q3 2026 | $2K |
| Q3 2026 | $3K |
| Q3 2026 | $2K |
| Q3 2026 | $2K |
| Q3 2026 | $21.9M |
| Q3 2026 | $201K |
| Q3 2026 | $19.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.7M | 350.6K | — | — |
| Q3 2026 | $201K | 3.6K | — | — |
| Q3 2026 | $21.9M | 388.8K | — | — |
| Q3 2026 | $2K | 25 | — | — |
| Q3 2026 | $2K | 20 | — | — |
| Q3 2026 | $3K | 41 | — | — |
| Q3 2026 | $2K | 27 | — | — |
| Q3 2026 | $23.4M | 70.6K | — | — |
| Q3 2026 | $816K | 2.5K | — | — |
| Q3 2026 | $43M | 129.8K | — | — |
| Q2 2026 | $4K | 85 | — | — |
| Q2 2026 | $15K | 292 | — | — |
| Q2 2026 | $19.5M | 348.3K | — | — |
| Q2 2026 | $220K | 3.9K | — | — |
| Q2 2026 | $23.1M | 409.8K | — | — |
| Q2 2026 | $1K | 25 | — | — |
| Q2 2026 | $2K | 20 | — | — |
| Q2 2026 | $3K | 41 | — | — |
| Q2 2026 | $2K | 27 | — | — |
| Q2 2026 | $23.3M | 69.8K | — | — |
| Q2 2026 | $807K | 2.5K | — | — |
| Q2 2026 | $43M | 131.2K | — | — |
| Q1 2026 | $4K | 85 | — | — |
| Q1 2026 | $167K | 3.3K | — | — |
| Q1 2026 | $18.2M | 321.6K | — | — |
| Q1 2026 | $187K | 3.3K | — | — |
| Q1 2026 | $22.8M | 401.6K | — | — |
| Q1 2026 | $20.1M | 68.5K | — | — |
| Q1 2026 | $680K | 2.3K | — | — |
| Q1 2026 | $38.2M | 129.9K | — | — |
| Q4 2025 | $4K | 85 | — | — |
| Q4 2025 | $15K | 292 | — | — |
| Q4 2025 | $17.6M | 308.2K | — | — |
| Q4 2025 | $188K | 3.3K | — | — |
| Q4 2025 | $23M | 401.7K | — | — |
| Q4 2025 | $21.3M | 66.1K | — | — |
| Q4 2025 | $761K | 2.4K | — | — |
| Q4 2025 | $41.3M | 128.1K | — | — |
| Q3 2025 | $4K | 85 | — | — |
| Q3 2025 | $15K | 292 | — | — |
| Q3 2025 | $15.6M | 272.8K | — | — |
| Q3 2025 | $188K | 3.3K | — | — |
| Q3 2025 | $22.4M | 391.9K | — | — |
| Q3 2025 | $3K | 47 | — | — |
| Q3 2025 | $21.1M | 66.7K | — | — |
| Q3 2025 | $745K | 2.4K | — | — |
| Q3 2025 | $41.1M | 130.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other Oakworth Capital, Inc. positions
ETHA
$119MISHARES RUSSELL 1000 VALUE (MKT)
ETHA
$117.6MISHARES RUSSELL 1000 VALUE (MKT)
ETHA
$108.6MISHARES RUSSELL 1000 GROWTH
ETHA
$108.5MISHARES RUSSELL 1000 GROWTH
ETHA
$102.5MISHARES RUSSELL 1000 VALUE (MKT)
ETHA
$102.3MISHARES RUSSELL 1000 GROWTH
ETHA
$101.2MISHARES RUSSELL 1000 GROWTH
ETHA
$99.3MISHARES RUSSELL 1000 VALUE (MKT)