NorthStar Asset Management (New Jersey)’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 | $2.79M | Buy |
9,614
+270
| +3% | +$78.3K | 1.47% | 21 |
|
|
2025
Q1 | $2.29M | Buy |
9,344
+501
| +6% | +$123K | 1.43% | 22 |
|
|
2024
Q4 | $2.12M | Buy |
8,843
+173
| +2% | +$41.5K | 1.35% | 23 |
|
|
2024
Q3 | $1.83M | Buy |
8,670
+101
| +1% | +$21.3K | 1.22% | 23 |
|
|
2024
Q2 | $1.73M | Buy |
8,569
+259
| +3% | +$52.4K | 1.2% | 23 |
|
|
2024
Q1 | $1.66M | Buy |
8,310
+316
| +4% | +$63.3K | 1.26% | 23 |
|
|
2023
Q4 | $1.36M | Buy |
+7,994
| New | +$1.36M | 1.24% | 22 |
|