Northstar Advisory Group’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 | $5.13M | Buy |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $582K | Buy |
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|
2024
Q3 | $510K | Buy |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $379K | Hold |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.23M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.07M | Buy |
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|
2021
Q1 | $2.67M | Buy |
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|
2020
Q4 | $1.55M | Buy |
|