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Northeast Financial Consultants Inc: JPM position timeline

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

Northeast Financial Consultants Inc held 111,715 JPM shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 111,715 shares
    Change vs previous 13F -8,956 shares

    1.32% of the 13F portfolio, value $32,387,258.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 120,671 shares
    Change vs previous 13F -29,861 shares

    1.31% of the 13F portfolio, value $29,600,562.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 150,532 shares
    Change vs previous 13F -19,143 shares

    1.52% of the 13F portfolio, value $36,083,953.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 169,675 shares
    Change vs previous 13F +74 shares

    1.56% of the 13F portfolio, value $35,777,589.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 169,601 shares
    Change vs previous 13F -9,751 shares

    1.58% of the 13F portfolio, value $34,303,465.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 179,352 shares
    Change vs previous 13F +1,169 shares

    1.76% of the 13F portfolio, value $35,924,169.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 178,183 shares
    Change vs previous 13F -692 shares

    1.68% of the 13F portfolio, value $30,308,963.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 178,875 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $25,940,464.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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