NorthStar Asset Management (Pennsylvania)’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 | $3.86M | Sell |
13,325
-240
| -2% | -$69.6K | 0.89% | 27 |
|
|
2025
Q1 | $3.33M | Hold |
13,565
| – | – | 0.8% | 31 |
|
|
2024
Q4 | $3.25M | Hold |
13,565
| – | – | 0.75% | 30 |
|
|
2024
Q3 | $2.86M | Sell |
13,565
-6,976
| -34% | -$1.47M | 0.66% | 37 |
|
|
2024
Q2 | $4.15M | Sell |
20,541
-200
| -1% | -$40.5K | 1.01% | 22 |
|
|
2024
Q1 | $4.15M | Buy |
20,741
+125
| +0.6% | +$25K | 1.02% | 23 |
|
|
2023
Q4 | $3.51M | Sell |
20,616
-125
| -0.6% | -$21.3K | 0.92% | 27 |
|
|
2023
Q3 | $3.01M | Buy |
20,741
+208
| +1% | +$30.2K | 0.87% | 29 |
|
|
2023
Q2 | $2.99M | Sell |
20,533
-70
| -0.3% | -$10.2K | 0.82% | 29 |
|
|
2023
Q1 | $2.68M | Sell |
20,603
-390
| -2% | -$50.8K | 0.79% | 31 |
|
|
2022
Q4 | $2.82M | Buy |
20,993
+150
| +0.7% | +$20.1K | 0.89% | 28 |
|
|
2022
Q3 | $2.18M | Hold |
20,843
| – | – | 0.73% | 33 |
|
|
2022
Q2 | $2.35M | Sell |
20,843
-90
| -0.4% | -$10.1K | 0.73% | 35 |
|
|
2022
Q1 | $2.85M | Sell |
20,933
-325
| -2% | -$44.3K | 0.73% | 31 |
|
|
2021
Q4 | $3.37M | Buy |
21,258
+200
| +0.9% | +$31.7K | 0.79% | 29 |
|
|
2021
Q3 | $3.45M | Buy |
21,058
+250
| +1% | +$40.9K | 0.9% | 26 |
|
|
2021
Q2 | $3.24M | Sell |
20,808
-250
| -1% | -$38.9K | 0.85% | 27 |
|
|
2021
Q1 | $3.21M | Sell |
21,058
-160
| -0.8% | -$24.4K | 0.91% | 26 |
|
|
2020
Q4 | $2.7M | Buy |
21,218
+273
| +1% | +$34.7K | 0.77% | 31 |
|
|
2020
Q3 | $2.02M | Buy |
20,945
+600
| +3% | +$57.8K | 0.64% | 37 |
|
|
2020
Q2 | $1.91M | Sell |
20,345
-750
| -4% | -$70.6K | 0.69% | 34 |
|
|
2020
Q1 | $1.9M | Buy |
21,095
+9,580
| +83% | +$862K | 0.87% | 31 |
|
|
2019
Q4 | $1.61M | Sell |
11,515
-1,741
| -13% | -$243K | 0.6% | 47 |
|
|
2019
Q3 | $1.56M | Hold |
13,256
| – | – | 0.61% | 45 |
|
|
2019
Q2 | $1.48M | Buy |
13,256
+375
| +3% | +$41.9K | 0.58% | 48 |
|
|
2019
Q1 | $1.3M | Buy |
12,881
+8,800
| +216% | +$891K | 0.53% | 48 |
|
|
2018
Q4 | $398K | Buy |
4,081
+500
| +14% | +$48.8K | 0.19% | 79 |
|
|
2018
Q3 | $404K | Buy |
3,581
+1,574
| +78% | +$178K | 0.16% | 85 |
|
|
2018
Q2 | $209K | Hold |
2,007
| – | – | 0.09% | 108 |
|
|
2018
Q1 | $221K | Hold |
2,007
| – | – | 0.09% | 102 |
|
|
2017
Q4 | $215K | Buy |
+2,007
| New | +$215K | 0.09% | 101 |
|