NorthStar Asset Management (Pennsylvania)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.2M | Hold |
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|
2025
Q2 | $3.86M | Sell |
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|
2025
Q1 | $3.33M | Hold |
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|
2024
Q4 | $3.25M | Hold |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $4.15M | Sell |
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|
2024
Q1 | $4.15M | Buy |
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|
2023
Q4 | $3.51M | Sell |
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|
2023
Q3 | $3.01M | Buy |
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|
2023
Q2 | $2.99M | Sell |
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|
2023
Q1 | $2.68M | Sell |
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|
2022
Q4 | $2.82M | Buy |
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|
2022
Q3 | $2.18M | Hold |
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|
2022
Q2 | $2.35M | Sell |
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|
2022
Q1 | $2.85M | Sell |
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|
2021
Q4 | $3.37M | Buy |
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|
2021
Q3 | $3.45M | Buy |
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|
2021
Q2 | $3.24M | Sell |
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|
2021
Q1 | $3.21M | Sell |
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|
2020
Q4 | $2.7M | Buy |
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|
2020
Q3 | $2.02M | Buy |
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|
2020
Q2 | $1.91M | Sell |
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|
2020
Q1 | $1.9M | Buy |
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|
2019
Q4 | $1.6M | Sell |
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|
2019
Q3 | $1.56M | Hold |
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|
2019
Q2 | $1.48M | Buy |
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|
2019
Q1 | $1.3M | Buy |
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|
2018
Q4 | $398K | Buy |
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|
2018
Q3 | $404K | Buy |
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|
2018
Q2 | $209K | Hold |
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|
2018
Q1 | $221K | Hold |
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|
2017
Q4 | $215K | Buy |
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