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Net Worth Advisory Group: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on JPM, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 8,187 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,187 shares
    Change vs previous 13F -553 shares

    0.68% of the 13F portfolio, value $2,679,704.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,740 shares
    Change vs previous 13F -221 shares

    0.53% of the 13F portfolio, value $2,570,819.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,961 shares
    Change vs previous 13F +379 shares

    0.58% of the 13F portfolio, value $2,887,287.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,582 shares
    Change vs previous 13F -1,138 shares

    0.78% of the 13F portfolio, value $2,706,875.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,720 shares
    Change vs previous 13F -293 shares

    0.62% of the 13F portfolio, value $2,817,847.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,013 shares
    Change vs previous 13F -167 shares

    0.77% of the 13F portfolio, value $2,456,284.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,180 shares
    Change vs previous 13F -13 shares

    0.74% of the 13F portfolio, value $2,440,344.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,193 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,149,285.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).