Northern Capital Management (Washington)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $330K | Buy |
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|
2024
Q2 | $280K | Sell |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $330K | Hold |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $309K | Hold |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $378K | Hold |
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|
2021
Q3 | $391K | Hold |
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|
2021
Q2 | $371K | Buy |
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|
2021
Q1 | $362K | Hold |
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|
2020
Q4 | $302K | Buy |
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