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Disclosery

Northern Financial Advisors Inc: JPM position timeline

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

Northern Financial Advisors Inc held 10,837 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 10,837 shares
    Change vs previous 13F +97 shares

    2.35% of the 13F portfolio, value $3,547,280.

    13F-HR 0001962457-26-000003 filed by Northern Financial Advisors Inc
    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 10,740 shares
    Change vs previous 13F +4,642 shares

    2.3% of the 13F portfolio, value $3,159,283.

    13F-HR 0001962457-26-000002 filed by Northern Financial Advisors Inc
    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 6,098 shares
    Change vs previous 13F -6,179 shares

    2.25% of the 13F portfolio, value $1,964,902.

    13F-HR 0001962457-26-000001 filed by Northern Financial Advisors Inc
    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 12,277 shares
    Change vs previous 13F +1,201 shares

    2.03% of the 13F portfolio, value $3,872,480.

    13F-HR 0001962457-25-000002 filed by Northern Financial Advisors Inc
    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 11,076 shares
    Change vs previous 13F +78 shares

    2.41% of the 13F portfolio, value $3,211,041.

    13F-HR 0001085146-25-004111 filed by Northern Financial Advisors Inc
    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 10,998 shares
    Change vs previous 13F -58 shares

    2.23% of the 13F portfolio, value $2,697,822.

    13F-HR 0001085146-25-002644 filed by Northern Financial Advisors Inc
    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 11,056 shares
    Change vs previous 13F -227 shares

    2.12% of the 13F portfolio, value $2,650,241.

    13F-HR 0001085146-25-000621 filed by Northern Financial Advisors Inc
    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 11,283 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $2,379,133.

    13F-HR 0001085146-24-005214 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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