North Point Portfolio Managers’s JPMorgan Chase JPM Stock Holding History

North Point Portfolio Managers’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$945K	Buy	3,211 +146	+5%	+$44.3K	0.17%	44
2025 Q4	$988K	Hold	3,065	–	–	0.17%	40
2025 Q3	$967K	Sell	3,065 -4	-0.1%	-$1.19K	0.16%	41
2025 Q2	$890K	Hold	3,069	–	–	0.15%	43
2025 Q1	$753K	Hold	3,069	–	–	0.13%	46
2024 Q4	$736K	Hold	3,069	–	–	0.13%	46
2024 Q3	$647K	Hold	3,069	–	–	0.1%	59
2024 Q2	$621K	Buy	3,069 +132	+4%	+$25.8K	0.11%	48
2024 Q1	$588K	Hold	2,937	–	–	0.1%	45
2023 Q4	$500K	Buy	2,937 +313	+12%	+$47.4K	0.09%	45
2023 Q3	$381K	Buy	2,624 +23	+0.9%	+$3.45K	0.08%	46
2023 Q2	$378K	Hold	2,601	–	–	0.07%	45
2023 Q1	$339K	Hold	2,601	–	–	0.05%	53
2022 Q4	$349K	Sell	2,601 -319	-11%	-$40.4K	0.06%	52
2022 Q3	$305K	Sell	2,920 -100	-3%	-$11.5K	0.06%	54
2022 Q2	$340K	Hold	3,020	–	–	0.06%	54
2022 Q1	$412K	Hold	3,020	–	–	0.06%	50
2021 Q4	$478K	Sell	3,020 -30	-1%	-$4.93K	0.06%	47
2021 Q3	$499K	Buy	3,050 +50	+2%	+$7.84K	0.07%	45
2021 Q2	$467K	Hold	3,000	–	–	0.06%	47
2021 Q1	$457K	Buy	3,000 +93	+3%	+$13.4K	0.07%	46
2020 Q4	$369K	Buy	2,907 +300	+12%	+$33.5K	0.06%	49
2020 Q3	$251K	Sell	2,607 -25	-0.9%	-$2.46K	0.04%	54
2020 Q2	$248K	Hold	2,632	–	–	0.04%	54
2020 Q1	$237K	Hold	2,632	–	–	0.05%	52
2019 Q4	$367K	Sell	2,632 -103	-4%	-$13.2K	0.06%	48
2019 Q3	$322K	Hold	2,735	–	–	0.06%	52
2019 Q2	$306K	Sell	2,735 -13	-0.5%	-$1.43K	0.06%	51
2019 Q1	$278K	Hold	2,748	–	–	0.05%	54
2018 Q4	$268K	Hold	2,748	–	–	0.06%	51
2018 Q3	$310K	Sell	2,748 -88	-3%	-$9.99K	0.05%	50
2018 Q2	$296K	Sell	2,836 -188	-6%	-$20.6K	0.05%	51
2018 Q1	$333K	Buy	3,024 +198	+7%	+$22.4K	0.06%	48
2017 Q4	$302K	Sell	2,826 -10	-0.4%	-$1.01K	0.05%	52
2017 Q3	$271K	Hold	2,836	–	–	0.05%	58
2017 Q2	$259K	Hold	2,836	–	–	0.05%	61
2017 Q1	$249K	Buy	2,836 +200	+8%	+$17.6K	0.04%	73
2016 Q4	$227K	Buy	+2,636	New	+$201K	0.04%	77
2016 Q3	–	Sell	-3,368	Closed	-$209K	–	87
2016 Q2	$209K	Buy	+3,368	New	+$210K	0.04%	75
2016 Q1	–	Sell	-3,368	Closed	-$222K	–	82
2015 Q4	$222K	Hold	3,368	–	–	0.04%	66
2015 Q3	$205K	Hold	3,368	–	–	0.04%	73
2015 Q2	$228K	Sell	3,368 -150	-4%	-$9.79K	0.04%	68
2015 Q1	$213K	Hold	3,518	–	–	0.04%	78
2014 Q4	$220K	Hold	3,518	–	–	0.04%	76
2014 Q3	$212K	Hold	3,518	–	–	0.04%	72
2014 Q2	$203K	Hold	3,518	–	–	0.04%	78
2014 Q1	$214K	Sell	3,518 -200	-5%	-$11.6K	0.05%	74
2013 Q4	$217K	Sell	3,718 -471	-11%	-$25.8K	0.05%	70
2013 Q3	$217K	Hold	4,189	–	–	0.05%	88
2013 Q2	$221K	Buy	+4,189	New	+$213K	0.06%	86