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Northstar Advisory Group’s JPMorgan Chase JPM Stock Holding History

Northstar Advisory Group’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
Q2 		$2.7M Sell
8,236
-415
-5% -$129K 0.84% 31
2026
Q1 		$2.54M Sell
8,651
-6,805
-44% -$2.07M 0.95% 26
2025
Q4 		$4.98M Sell
15,456
-3,091
-17% -$957K 1.77% 14
2025
Q3 		$5.85M Buy
18,547
+845
+5% +$251K 2.39% 9
2025
Q2 		$5.13M Buy
17,702
+10,778
+156% +$2.75M 2.5% 8
2025
Q1 		$1.7M Buy
6,924
+4,495
+185% +$1.15M 1.11% 31
2024
Q4 		$582K Buy
2,429
+9
+0.4% +$2.1K 0.3% 62
2024
Q3 		$510K Buy
2,420
+499
+26% +$105K 0.27% 68
2024
Q2 		$389K Buy
1,921
+3
+0.2% +$587 0.22% 71
2024
Q1 		$379K Hold
1,918
– – 0.23% 67
2023
Q4 		$326K Sell
1,918
-1,514
-44% -$229K 0.19% 68
2023
Q3 		$498K Buy
+3,432
New +$514K 0.36% 53
2023
Q1 		– Sell
-2,472
Closed -$331K – 96
2022
Q4 		$331K Buy
+2,472
New +$313K 0.26% 67
2022
Q1 		– Sell
-20,421
Closed -$3.23M – 113
2021
Q4 		$3.23M Buy
+20,421
New +$3.35M 1.92% 16
2021
Q3 		– Sell
-19,763
Closed -$3.07M – 82
2021
Q2 		$3.07M Buy
19,763
+2,257
+13% +$354K 1.92% 11
2021
Q1 		$2.67M Buy
17,506
+5,338
+44% +$768K 2.04% 10
2020
Q4 		$1.55M Buy
+12,168
New +$1.36M 1.3% 20

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Northstar Advisory Group's JPM Position: Q2 2026 in Review

Northstar Advisory Group reduced its JPMorgan Chase (JPM) stake by 4.8% in Q2 2026, selling an estimated $129K and leaving 8,236 shares worth $2.7M. The position accounts for 0.84% of the portfolio, ranked #31.

Northstar Advisory Group first reported a position in JPM in Q4 2020 and has held it in 17 quarters since. The position peaked at $5.85M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Northstar Advisory Group held 8,236 shares of JPMorgan Chase worth $2.7M as of Q2 2026.
  • Northstar Advisory Group sold 415 JPMorgan Chase shares in Q2 2026, an estimated $129K.
  • JPMorgan Chase made up 0.84% of Northstar Advisory Group's portfolio in Q2 2026, its #31 holding.
  • Northstar Advisory Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 17 quarters since.
  • Northstar Advisory Group's JPMorgan Chase position peaked at $5.85M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.