Northern Financial Advisors’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 | $3.21M | Buy |
11,076
+78
| +0.7% | +$22.6K | 2.41% | 10 |
|
|
2025
Q1 | $2.7M | Sell |
10,998
-58
| -0.5% | -$14.2K | 2.23% | 9 |
|
|
2024
Q4 | $2.65M | Sell |
11,056
-227
| -2% | -$54.4K | 2.12% | 9 |
|
|
2024
Q3 | $2.38M | Buy |
11,283
+203
| +2% | +$42.8K | 1.81% | 11 |
|
|
2024
Q2 | $2.24M | Sell |
11,080
-58
| -0.5% | -$11.7K | 1.8% | 13 |
|
|
2024
Q1 | $2.23M | Buy |
11,138
+16
| +0.1% | +$3.21K | 1.74% | 10 |
|
|
2023
Q4 | $1.89M | Buy |
11,122
+1,569
| +16% | +$267K | 1.59% | 11 |
|
|
2023
Q3 | $1.39M | Buy |
9,553
+377
| +4% | +$54.7K | 1.27% | 16 |
|
|
2023
Q2 | $1.33M | Buy |
9,176
+1,465
| +19% | +$213K | 1.18% | 19 |
|
|
2023
Q1 | $939K | Buy |
7,711
+610
| +9% | +$74.3K | 0.88% | 35 |
|
|
2022
Q4 | $884K | Buy |
+7,101
| New | +$884K | 1% | 39 |
|