JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1962457
As of 2026-06-30, Northern Financial Advisors Inc reported 10.84K JPM (shares), valued at $3.55M, or 2.35% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares increased 0.90%; reported value increased 12.28%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.35% | 10,837 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 2.30% | 10,740 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 2.25% | 6,098 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 2.03% | 12,277 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 2.41% | 11,076 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 2.23% | 10,998 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 2.12% | 11,056 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 1.81% | 11,283 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 1.80% | 11,080 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 1.74% | 11,138 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 1.59% | 11,122 | SEC filing ↗Filed Feb 6, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.59% | 11,122 | $1.89M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 1.74% | 11,138 | $2.23M | Shares increased 0.14%; reported value increased 17.92%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 1.80% | 11,080 | $2.24M | Shares decreased 0.52%; reported value increased 0.45%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 1.81% | 11,283 | $2.38M | Shares increased 1.83%; reported value increased 6.16%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 2.12% | 11,056 | $2.65M | Shares decreased 2.01%; reported value increased 11.40%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 2.23% | 10,998 | $2.70M | Shares decreased 0.52%; reported value increased 1.80%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 2.41% | 11,076 | $3.21M | Shares increased 0.71%; reported value increased 19.02%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 2.03% | 12,277 | $3.87M | Shares increased 10.84%; reported value increased 20.60%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 2.25% | 6,098 | $1.96M | Shares decreased 50.33%; reported value decreased 49.26%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 2.30% | 10,740 | $3.16M | Shares increased 76.12%; reported value increased 60.79%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 2.35% | 10,837 | $3.55M | Shares increased 0.90%; reported value increased 12.28%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2026 |
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