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True North Advisors, LLC: JPM position timeline

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

True North Advisors, LLC held 17,701 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,701 shares
    Change vs previous 13F -1,655 shares

    0.55% of the 13F portfolio, value $5,794,042.

    13F-HR 0001172661-26-002749 filed by True North Advisors, 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 19,356 shares
    Change vs previous 13F -962 shares

    0.65% of the 13F portfolio, value $5,693,701.

    13F-HR 0001172661-26-001614 filed by True North Advisors, 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 20,318 shares
    Change vs previous 13F +159 shares

    0.85% of the 13F portfolio, value $6,546,930.

    13F-HR 0001172661-26-000255 filed by True North Advisors, 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 20,159 shares
    Change vs previous 13F +2,255 shares

    1.01% of the 13F portfolio, value $6,358,839.

    13F-HR 0001172661-25-004287 filed by True North Advisors, 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 17,904 shares
    Change vs previous 13F -2,755 shares

    0.99% of the 13F portfolio, value $5,190,549.

    13F-HR 0001172661-25-002616 filed by True North Advisors, 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 20,659 shares
    Change vs previous 13F -2,344 shares

    0.9% of the 13F portfolio, value $5,067,653.

    13F-HR 0001172661-25-001678 filed by True North Advisors, 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 23,003 shares
    Change vs previous 13F +16,234 shares

    1.3% of the 13F portfolio, value $5,514,049.

    13F-HR 0001172661-25-000248 filed by True North Advisors, 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 6,769 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,427,311.

    13F-HR 0001172661-24-004175 filed by True North Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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