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NorthCrest Asset Manangement, LLC: JPM position timeline

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

NorthCrest Asset Manangement, LLC held 157,295 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 157,295 shares
    Change vs previous 13F +3,791 shares

    1.23% of the 13F portfolio, value $52,130,553.

    13F-HR 0001214659-26-012760 filed by NorthCrest Asset Manangement, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 153,504 shares
    Change vs previous 13F +4,876 shares

    1.32% of the 13F portfolio, value $51,495,946.

    13F-HR 0001214659-26-008575 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 148,628 shares
    Change vs previous 13F -67,738 shares

    1.36% of the 13F portfolio, value $43,785,671.

    13F-HR 0001214659-26-004438 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 216,366 shares
    Change vs previous 13F +1,143 shares

    1.61% of the 13F portfolio, value $72,274,783.

    13F-HR 0001214659-26-000260 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 215,223 shares
    Change vs previous 13F -4,853 shares

    1.58% of the 13F portfolio, value $66,222,029.

    13F-HR 0001214659-25-015496 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 220,076 shares
    Change vs previous 13F +1,173 shares

    1.75% of the 13F portfolio, value $65,142,440.

    13F-HR 0001214659-25-010234 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 218,903 shares
    Change vs previous 13F -11,192 shares

    1.62% of the 13F portfolio, value $53,696,921.

    13F-HR 0001214659-25-005970 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 230,095 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $55,156,407.

    13F-HR/A 0001214659-25-004461 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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