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Disclosery

NorthCoast Asset Management LLC: JPM position timeline

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

NorthCoast Asset Management LLC held 30,991 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,991 shares
    Change vs previous 13F -55,099 shares

    0.22% of the 13F portfolio, value $10,144,573.

    13F-HR 0001765380-26-000370 filed by NorthCoast Asset Management LLC
    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 86,090 shares
    Change vs previous 13F +4,108 shares

    0.59% of the 13F portfolio, value $25,324,465.

    13F-HR 0001765380-26-000207 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 81,982 shares
    Change vs previous 13F -554,932 shares

    0.58% of the 13F portfolio, value $26,416,311.

    13F-HR 0001765380-26-000111 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 636,914 shares
    Change vs previous 13F +3,291 shares

    0.78% of the 13F portfolio, value $200,902,183.

    13F-HR 0001665198-25-000016 filed by NorthCoast Asset Management LLC
    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 633,623 shares
    Change vs previous 13F +101,177 shares

    0.79% of the 13F portfolio, value $183,692,428.

    13F-HR 0001665198-25-000007 filed by NorthCoast Asset Management LLC
    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/A 532,446 shares
    Change vs previous 13F -317,541 shares

    0.66% of the 13F portfolio, value $130,609,519.

    13F-HR/A 0001665198-25-000006 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 849,987 shares
    Change vs previous 13F +39,178 shares

    1% of the 13F portfolio, value $203,796,113.

    13F-HR/A 0001665198-25-000010 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 810,809 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $161,235,741.

    13F-HR 0001665198-24-000013 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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