Northwest Financial Advisors
- SEC CIK
- 0002010635
- Latest filing
- Jul 27, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by Northwest Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −1,446−100.0% | Sold out | Holders |
| Q3 2025 | 1,446 | $456.1K | 0.6% | −50−3.3% | Reduced | Holders |
| Q2 2025 | 1,496 | $433.7K | 0.6% | −4,080−73.2% | Reduced | Holders |
| Q1 2025 | 5,576 | $1.37M | 1.1% | −158−2.8% | Reduced | Holders |
| Q4 2024 | 5,734 | $1.37M | 1.1% | +481+9.2% | Added | Holders |
| Q3 2024 | 5,253 | $1.11M | 0.9% | +459+9.6% | Added | Holders |
| Q2 2024 | 4,794 | $969.6K | 1.0% | −58−1.2% | Reduced | Holders |
| Q1 2024 | 4,852 | $971.8K | 1.1% | −434−8.2% | Reduced | Holders |
| Q4 2023 | 5,286 | $899.1K | 0.8% | – | No prior filing | Holders |