North Star Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77M | Buy |
265,745
+2
| +0% | +$580 | 5.37% | 1 |
|
|
2025
Q1 | $65.2M | Sell |
265,743
-3,116
| -1% | -$764K | 4.75% | 1 |
|
|
2024
Q4 | $64.4M | Sell |
268,859
-2,783
| -1% | -$667K | 4.49% | 1 |
|
|
2024
Q3 | $57.3M | Sell |
271,642
-6,339
| -2% | -$1.34M | 3.96% | 2 |
|
|
2024
Q2 | $56.2M | Sell |
277,981
-14,015
| -5% | -$2.83M | 4.12% | 1 |
|
|
2024
Q1 | $58.5M | Buy |
291,996
+151
| +0.1% | +$30.2K | 4.17% | 1 |
|
|
2023
Q4 | $49.6M | Buy |
291,845
+150
| +0.1% | +$25.5K | 3.82% | 2 |
|
|
2023
Q3 | $42.3M | Buy |
291,695
+661
| +0.2% | +$95.9K | 3.57% | 2 |
|
|
2023
Q2 | $42.3M | Buy |
291,034
+511
| +0.2% | +$74.3K | 3.43% | 2 |
|
|
2023
Q1 | $37.9M | Buy |
290,523
+7,176
| +3% | +$935K | 3.12% | 2 |
|
|
2022
Q4 | $38M | Sell |
283,347
-2,668
| -0.9% | -$358K | 3.37% | 1 |
|
|
2022
Q3 | $29.9M | Buy |
286,015
+435
| +0.2% | +$45.5K | 2.93% | 3 |
|
|
2022
Q2 | $32.2M | Buy |
285,580
+4,265
| +2% | +$480K | 2.92% | 3 |
|
|
2022
Q1 | $38.3M | Sell |
281,315
-6,566
| -2% | -$895K | 2.99% | 2 |
|
|
2021
Q4 | $45.6M | Buy |
287,881
+14,422
| +5% | +$2.28M | 3.19% | 3 |
|
|
2021
Q3 | $44.8M | Buy |
273,459
+1,386
| +0.5% | +$227K | 3.63% | 1 |
|
|
2021
Q2 | $42.3M | Buy |
272,073
+73,514
| +37% | +$11.4M | 3.36% | 1 |
|
|
2021
Q1 | $30.2M | Sell |
198,559
-1,706
| -0.9% | -$260K | 2.85% | 1 |
|
|
2020
Q4 | $25.4M | Sell |
200,265
-75,808
| -27% | -$9.63M | 2.65% | 4 |
|
|
2020
Q3 | $26.6M | Buy |
276,073
+5,333
| +2% | +$513K | 3.13% | 2 |
|
|
2020
Q2 | $25.5M | Buy |
270,740
+39,970
| +17% | +$3.76M | 3.32% | 1 |
|
|
2020
Q1 | $20.8M | Sell |
230,770
-12,261
| -5% | -$1.1M | 3.07% | 1 |
|
|
2019
Q4 | $33.9M | Sell |
243,031
-10,742
| -4% | -$1.5M | 3.53% | 1 |
|
|
2019
Q3 | $29.9M | Buy |
253,773
+1,770
| +0.7% | +$208K | 3.32% | 1 |
|
|
2019
Q2 | $28.2M | Sell |
252,003
-1,200
| -0.5% | -$134K | 3.25% | 2 |
|
|
2019
Q1 | $25.6M | Sell |
253,203
-21,269
| -8% | -$2.15M | 2.99% | 2 |
|
|
2018
Q4 | $26.8M | Sell |
274,472
-9,472
| -3% | -$925K | 3.5% | 1 |
|
|
2018
Q3 | $32M | Buy |
283,944
+819
| +0.3% | +$92.4K | 3.59% | 1 |
|
|
2018
Q2 | $29.5M | Buy |
283,125
+1,326
| +0.5% | +$138K | 3.42% | 1 |
|
|
2018
Q1 | $31M | Buy |
281,799
+525
| +0.2% | +$57.7K | 3.7% | 1 |
|
|
2017
Q4 | $30.1M | Sell |
281,274
-3,311
| -1% | -$354K | 3.65% | 1 |
|
|
2017
Q3 | $27.2M | Buy |
284,585
+17,164
| +6% | +$1.64M | 3.44% | 1 |
|
|
2017
Q2 | $24.4M | Buy |
267,421
+105
| +0% | +$9.6K | 3.27% | 1 |
|
|
2017
Q1 | $23.5M | Buy |
267,316
+1,779
| +0.7% | +$156K | 3.23% | 1 |
|
|
2016
Q4 | $22.9M | Buy |
265,537
+470
| +0.2% | +$40.6K | 3.45% | 1 |
|
|
2016
Q3 | $17.7M | Buy |
265,067
+57
| +0% | +$3.8K | 3.14% | 1 |
|
|
2016
Q2 | $16.5M | Buy |
265,010
+2,256
| +0.9% | +$140K | 3.03% | 2 |
|
|
2016
Q1 | $15.6M | Buy |
262,754
+157
| +0.1% | +$9.3K | 2.98% | 2 |
|
|
2015
Q4 | $17.3M | Sell |
262,597
-1,493
| -0.6% | -$98.6K | 3.37% | 1 |
|
|
2015
Q3 | $16.1M | Buy |
264,090
+1,840
| +0.7% | +$112K | 3.31% | 1 |
|
|
2015
Q2 | $17.8M | Sell |
262,250
-1,034
| -0.4% | -$70.1K | 3.27% | 1 |
|
|
2015
Q1 | $16M | Sell |
263,284
-1,834
| -0.7% | -$111K | 2.99% | 1 |
|
|
2014
Q4 | $16.6M | Buy |
265,118
+343
| +0.1% | +$21.5K | 3.17% | 1 |
|
|
2014
Q3 | $16M | Buy |
264,775
+6
| +0% | +$361 | 3.2% | 1 |
|
|
2014
Q2 | $15.3M | Sell |
264,769
-148
| -0.1% | -$8.53K | 3.06% | 1 |
|
|
2014
Q1 | $16.1M | Buy |
264,917
+60
| +0% | +$3.64K | 3.36% | 1 |
|
|
2013
Q4 | $15.5M | Buy |
264,857
+109,996
| +71% | +$6.43M | 3.37% | 1 |
|
|
2013
Q3 | $8.01M | Sell |
154,861
-111,210
| -42% | -$5.75M | 2.14% | 6 |
|
|
2013
Q2 | $14M | Buy |
+266,071
| New | +$14M | 3.64% | 1 |
|