Skip to content
Disclosery

NWF Advisory Services Inc.: JPM position timeline

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

NWF Advisory Services Inc. held 16,880 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,880 shares
    Change vs previous 13F +159 shares

    0.52% of the 13F portfolio, value $5,525,725.

    13F-HR 0002085853-26-000893 filed by NWF Advisory Services 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 16,721 shares
    Change vs previous 13F -1,816 shares

    0.56% of the 13F portfolio, value $4,918,787.

    13F-HR 0002085853-26-000556 filed by NWF Advisory Services 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 18,537 shares
    Change vs previous 13F +1,206 shares

    0.66% of the 13F portfolio, value $5,972,906.

    13F-HR 0002085853-26-000290 filed by NWF Advisory Services 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 17,331 shares
    Change vs previous 13F -495 shares

    0.6% of the 13F portfolio, value $5,467,044.

    13F-HR 0002085853-25-000210 filed by NWF Advisory Services 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 17,826 shares
    Change vs previous 13F +2,132 shares

    0.62% of the 13F portfolio, value $5,167,988.

    13F-HR 0001667731-25-001273 filed by NWF Advisory Services 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 15,694 shares
    Change vs previous 13F -1,339 shares

    0.54% of the 13F portfolio, value $3,849,591.

    13F-HR 0001667731-25-001092 filed by NWF Advisory Services 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 17,033 shares
    Change vs previous 13F -2,309 shares

    0.6% of the 13F portfolio, value $4,082,879.

    13F-HR 0001667731-25-000641 filed by NWF Advisory Services 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 19,342 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,078,484.

    13F-HR 0002085853-25-000017 filed by NWF Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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