NorthStar Asset Management (New Jersey)’s JPMorgan Chase JPM Stock Holding History

NorthStar Asset Management (New Jersey)’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 Q1	$2.75M	Sell	9,351 -447	-5%	-$136K	1.33%	23
2025 Q4	$3.16M	Buy	9,798 +106	+1%	+$32.8K	1.42%	22
2025 Q3	$3.06M	Buy	9,692 +78	+0.8%	+$23.2K	1.46%	22
2025 Q2	$2.79M	Buy	9,614 +270	+3%	+$68.9K	1.47%	21
2025 Q1	$2.29M	Buy	9,344 +501	+6%	+$128K	1.43%	22
2024 Q4	$2.12M	Buy	8,843 +173	+2%	+$40.3K	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%	+$50.6K	1.2%	23
2024 Q1	$1.66M	Buy	8,310 +316	+4%	+$57K	1.26%	23
2023 Q4	$1.36M	Buy	+7,994	New	+$1.21M	1.24%	22

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NorthStar Asset Management (New Jersey)'s JPM Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) reduced its JPMorgan Chase (JPM) stake by 4.6% in Q1 2026, selling an estimated $136K and leaving 9,351 shares worth $2.75M. The position accounts for 1.33% of the portfolio, ranked #23.

NorthStar Asset Management (New Jersey) first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.16M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

NorthStar Asset Management (New Jersey) held 9,351 shares of JPMorgan Chase worth $2.75M as of Q1 2026.
NorthStar Asset Management (New Jersey) sold 447 JPMorgan Chase shares in Q1 2026, an estimated $136K.
JPMorgan Chase made up 1.33% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #23 holding.
NorthStar Asset Management (New Jersey) first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
NorthStar Asset Management (New Jersey)'s JPMorgan Chase position peaked at $3.16M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.