North Berkeley Wealth Management, LLC: JPM position timeline

North Berkeley Wealth Management, LLC held 1,062 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,062 shares

   Change vs previous 13F +6 shares

   0.14% of the 13F portfolio, value $347,625.

   13F-HR 0001172661-26-002865 filed by North Berkeley Wealth Management, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,056 shares

   Change vs previous 13F +305 shares

   0.16% of the 13F portfolio, value $310,633.

   13F-HR 0001172661-26-002248 filed by North Berkeley Wealth Management, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 751 shares

   Change vs previous 13F -3 shares

   0.14% of the 13F portfolio, value $241,988.

   13F-HR 0001172661-26-000580 filed by North Berkeley Wealth Management, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 754 shares

   Change vs previous 13F -27 shares

   0.19% of the 13F portfolio, value $237,835.

   13F-HR 0001172661-25-004580 filed by North Berkeley Wealth Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 781 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $226,420.

   13F-HR 0001172661-25-003212 filed by North Berkeley Wealth Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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