Northstar Advisory Group’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 | $5.13M | Buy |
17,702
+10,778
| +156% | +$3.12M | 2.5% | 8 |
|
|
2025
Q1 | $1.7M | Buy |
6,924
+4,495
| +185% | +$1.1M | 1.11% | 31 |
|
|
2024
Q4 | $582K | Buy |
2,429
+9
| +0.4% | +$2.16K | 0.3% | 62 |
|
|
2024
Q3 | $510K | Buy |
2,420
+499
| +26% | +$105K | 0.27% | 68 |
|
|
2024
Q2 | $389K | Buy |
1,921
+3
| +0.2% | +$607 | 0.22% | 71 |
|
|
2024
Q1 | $379K | Hold |
1,918
| – | – | 0.23% | 67 |
|
|
2023
Q4 | $326K | Sell |
1,918
-1,514
| -44% | -$258K | 0.19% | 68 |
|
|
2023
Q3 | $498K | Buy |
+3,432
| New | +$498K | 0.36% | 53 |
|
|
2023
Q1 | – | Sell |
-2,472
| Closed | -$331K | – | 96 |
|
|
2022
Q4 | $331K | Buy |
+2,472
| New | +$331K | 0.26% | 67 |
|
|
2022
Q1 | – | Sell |
-20,421
| Closed | -$3.23M | – | 113 |
|
|
2021
Q4 | $3.23M | Buy |
+20,421
| New | +$3.23M | 1.92% | 16 |
|
|
2021
Q3 | – | Sell |
-19,763
| Closed | -$3.07M | – | 82 |
|
|
2021
Q2 | $3.07M | Buy |
19,763
+2,257
| +13% | +$351K | 1.92% | 11 |
|
|
2021
Q1 | $2.67M | Buy |
17,506
+5,338
| +44% | +$813K | 2.04% | 10 |
|
|
2020
Q4 | $1.55M | Buy |
+12,168
| New | +$1.55M | 1.3% | 20 |
|