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 Q2	$3.05M	Sell	9,326 -25	-0.3%	-$7.76K	1.24%	23
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NorthStar Asset Management (New Jersey)'s JPM Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) reduced its JPMorgan Chase (JPM) stake by 0.27% in Q2 2026, selling an estimated $7.76K and leaving 9,326 shares worth $3.05M. The position accounts for 1.24% of the portfolio, ranked #23.

NorthStar Asset Management (New Jersey) first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.16M in Q4 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

NorthStar Asset Management (New Jersey) held 9,326 shares of JPMorgan Chase worth $3.05M as of Q2 2026.
NorthStar Asset Management (New Jersey) sold 25 JPMorgan Chase shares in Q2 2026, an estimated $7.76K.
JPMorgan Chase made up 1.24% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #23 holding.
NorthStar Asset Management (New Jersey) first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
NorthStar Asset Management (New Jersey)'s JPMorgan Chase position peaked at $3.16M in Q4 2025.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.