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Disclosery

NorthRock Partners, LLC: JPM position timeline

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

NorthRock Partners, LLC held 62,473 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,473 shares
    Change vs previous 13F +2,063 shares

    0.3% of the 13F portfolio, value $20,449,404.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 60,410 shares
    Change vs previous 13F +11,791 shares

    0.29% of the 13F portfolio, value $17,770,490.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 48,619 shares
    Change vs previous 13F -26,483 shares

    0.26% of the 13F portfolio, value $15,666,087.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 75,102 shares
    Change vs previous 13F +6,519 shares

    0.43% of the 13F portfolio, value $23,689,298.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 68,583 shares
    Change vs previous 13F +7,245 shares

    0.46% of the 13F portfolio, value $17,614,265.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 61,338 shares
    Change vs previous 13F +677 shares

    0.44% of the 13F portfolio, value $13,174,376.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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 60,661 shares
    Change vs previous 13F +1,896 shares

    0.41% of the 13F portfolio, value $12,710,216.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 58,765 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $11,611,132.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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