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Disclosery

New Century Financial Group, LLC: JPM position timeline

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

New Century Financial Group, LLC held 0 JPM shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -800 shares

    13F-HR 0002085853-26-000147 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 800 shares
    Change vs previous 13F -996 shares

    0.45% of the 13F portfolio, value $252,344.

    13F-HR 0002085853-25-000144 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,796 shares
    Change vs previous 13F +257 shares

    0.61% of the 13F portfolio, value $520,678.

    13F-HR 0001667731-25-000891 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,539 shares
    Change vs previous 13F -4,751 shares

    0.44% of the 13F portfolio, value $377,517.

    13F-HR 0001667731-25-000436 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 6,290 shares
    Change vs previous 13F -1,043 shares

    0.65% of the 13F portfolio, value $1,530,114.

    13F-HR 0001667731-25-000045 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 7,333 shares
    Change vs previous 13F +1,771 shares

    0.57% of the 13F portfolio, value $1,546,096.

    13F-HR 0002010693-24-000004 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 5,562 shares
    Change vs previous 13F -654 shares

    0.48% of the 13F portfolio, value $1,124,892.

    13F-HR 0002010693-24-000003 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 6,216 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,245,065.

    13F-HR 0002010693-24-000002 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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