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Northstar Advisory Group, LLC: JPM position timeline

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

Northstar Advisory Group, LLC held 8,236 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,236 shares
    Change vs previous 13F -415 shares

    0.84% of the 13F portfolio, value $2,695,890.

    13F-HR 0001951757-26-001005 filed by Northstar Advisory Group, 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 8,651 shares
    Change vs previous 13F -6,805 shares

    0.97% of the 13F portfolio, value $2,544,778.

    13F-HR 0001951757-26-000535 filed by Northstar Advisory Group, 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 15,456 shares
    Change vs previous 13F -3,091 shares

    1.77% of the 13F portfolio, value $4,980,232.

    13F-HR 0001951757-26-000149 filed by Northstar Advisory Group, 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 18,547 shares
    Change vs previous 13F +845 shares

    2.39% of the 13F portfolio, value $5,850,280.

    13F-HR 0001951757-25-001230 filed by Northstar Advisory Group, 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 17,702 shares
    Change vs previous 13F +10,778 shares

    2.5% of the 13F portfolio, value $5,131,987.

    13F-HR 0001951757-25-000590 filed by Northstar Advisory Group, 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 6,924 shares
    Change vs previous 13F +4,495 shares

    1.11% of the 13F portfolio, value $1,698,457.

    13F-HR 0001951757-25-000349 filed by Northstar Advisory Group, 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 2,429 shares
    Change vs previous 13F +9 shares

    0.3% of the 13F portfolio, value $582,256.

    13F-HR 0001951757-25-000009 filed by Northstar Advisory Group, 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 2,420 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $510,281.

    13F-HR 0001951757-24-001192 filed by Northstar Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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