SEC 13F Intelligence

Northeast Financial Consultants Inc / JPM

Northeast Financial Consultants Inc’s Jpmorgan Chase & Co Position

Does Northeast Financial Consultants Inc own Jpmorgan Chase & Co (JPM)? Yes — 111.7K shares worth $32M (+1.32% of its 13F portfolio) as of Q2 2025, down from 120.7K shares the prior filed quarter.

Position Value
$32M
Q2 2025
Shares
111.7K
% of Portfolio
+1.32%
Quarters Held
27
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $16MQ4 ’18Q1 ’19: $19MQ2 ’19: $22MQ3 ’19: $24MQ4 ’19: $30MQ4 ’19Q1 ’20: $17MQ2 ’20: $18MQ3 ’20: $19MQ4 ’20: $15MQ4 ’20Q1 ’21: $24MQ2 ’21: $25MQ3 ’21: $27MQ4 ’21: $26MQ4 ’21Q1 ’22: $24MQ2 ’22: $19MQ3 ’22: $18MQ4 ’22: $18MQ4 ’22Q1 ’23: $23MQ2 ’23: $26MQ3 ’23: $26MQ4 ’23: $30MQ4 ’23Q1 ’24: $36MQ2 ’24: $34MQ3 ’24: $36MQ4 ’24: $36MQ4 ’24Q1 ’25: $30MQ2 ’25: $32Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025111.7K$32M+1.32%
Q1 2025120.7K$30M+1.31%
Q4 2024150.5K$36M+1.52%
Q3 2024169.7K$36M+1.56%
Q2 2024169.6K$34M+1.58%
Q1 2024179.4K$36M+1.76%
Q4 2023178.2K$30M+1.68%
Q3 2023178.9K$26M+1.63%
Q2 2023177.8K$26M+1.59%
Q1 2023176.3K$23M+1.47%
Q4 2022137.1K$18M+1.24%
Q3 2022171.4K$18M+1.31%
Q2 2022172.9K$19M+1.36%
Q1 2022174.6K$24M+1.38%
Q4 2021165.5K$26M+1.58%
Q3 2021164.1K$27M+1.79%
Q2 2021162.7K$25M+1.70%
Q1 2021160.2K$24M+1.86%
Q4 2020115.7K$15M+1.22%
Q3 2020202.5K$19M+1.76%
Q2 2020192.5K$18M+1.74%
Q1 2020185.2K$17M+1.89%
Q4 2019214.0K$30M+2.67%
Q3 2019205.4K$24M+2.46%
Q2 2019193.0K$22M+2.21%
Q1 2019188.9K$19M+2.12%
Q4 2018160.4K$16M+2.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northeast Financial Consultants Inc’s full portfolio or all institutional holders of JPM.