JP Morgan Chase
LOKV

JP Morgan Chase’s Live Oak Acquisition Corp V LOKV Stock Holding History

JP Morgan Chase’s Portfolio LOKV Stock Details LOKV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$519K Sell
49,919
-49,958
-50% -$516K ﹤0.01% 4977
2025
Q4 		$1.03M Buy
99,877
+60,090
+151% +$617K ﹤0.01% 4590
2025
Q3 		$405K Sell
39,787
-8,834
-18% -$90.9K ﹤0.01% 5152
2025
Q2 		$520K Buy
+48,621
New +$501K ﹤0.01% 4758

Other funds holding LOKV

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
TCM
Tenor Capital Management New York $6.49B AUM 3% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.32% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
RA
RiverPark Advisors New York $219M AUM 14.89% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JP Morgan Chase's LOKV Position: Q1 2026 in Review

JP Morgan Chase reduced its Live Oak Acquisition Corp V (LOKV) stake by 50% in Q1 2026, selling an estimated $516K and leaving 49,919 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #4977.

JP Morgan Chase first reported a position in LOKV in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q4 2025. 47 funds tracked by Wall St. Rank hold LOKV as of Q1 2026.

  • JP Morgan Chase held 49,919 shares of Live Oak Acquisition Corp V worth $519K as of Q1 2026.
  • JP Morgan Chase sold 49,958 Live Oak Acquisition Corp V shares in Q1 2026, an estimated $516K.
  • Live Oak Acquisition Corp V made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4977 holding.
  • JP Morgan Chase first reported a position in Live Oak Acquisition Corp V in Q2 2025 and has held it in 4 quarters since.
  • JP Morgan Chase's Live Oak Acquisition Corp V position peaked at $1.03M in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Live Oak Acquisition Corp V as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.