Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,695,889
+$151,111 QoQ
Shares Held
8,236
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#2,689
of 5,057 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Northstar Advisory Group, LLC holds $8,406,669 across 3 Banks - Diversified names. JPM ranks #2 (32.1% of the industry book) .
All Filings in JPM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,695,889 | 8,236 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,544,778 | 8,651 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,980,232 | 15,456 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,850,280 | 18,547 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,131,986 | 17,702 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,698,457 | 6,924 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $582,255 | 2,429 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $510,281 | 2,420 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $388,541 | 1,921 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $384,175 | 1,918 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $326,251 | 1,918 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $497,708 | 3,432 | Shares | Sole | 2023-10-12 | |
| 2022-12-31 | $331,495 | 2,472 | Shares | Sole | 2023-01-24 | |
| 2021-12-31 | $3,233,665 | 20,421 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $3,073,937 | 19,763 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,664,938 | 17,506 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,546,187 | 12,168 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||