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Disclosery

Northstar Financial Companies, Inc.: JPM position timeline

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

Northstar Financial Companies, Inc. held 6,637 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,637 shares
    Change vs previous 13F +606 shares

    1.46% of the 13F portfolio, value $2,172,364.

    13F-HR 0001765380-26-000307 filed by Northstar Financial Companies, 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 6,031 shares
    Change vs previous 13F +1,287 shares

    1.41% of the 13F portfolio, value $1,774,204.

    13F-HR 0001765380-26-000147 filed by Northstar Financial Companies, 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 4,744 shares
    Change vs previous 13F +1,533 shares

    1.22% of the 13F portfolio, value $1,528,591.

    13F-HR 0002059828-26-000001 filed by Northstar Financial Companies, 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 3,211 shares
    Change vs previous 13F +916 shares

    0.94% of the 13F portfolio, value $1,013,001.

    13F-HR 0001765380-25-000466 filed by Northstar Financial Companies, 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 2,295 shares
    Change vs previous 13F -226 shares

    0.69% of the 13F portfolio, value $665,260.

    13F-HR 0001765380-25-000327 filed by Northstar Financial Companies, 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 2,521 shares
    Change vs previous 13F -578 shares

    0.67% of the 13F portfolio, value $618,483.

    13F-HR 0001765380-25-000231 filed by Northstar Financial Companies, 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 3,099 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $742,957.

    13F-HR 0001765380-25-000140 filed by Northstar Financial Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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