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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.92M | Hold |
13,325
| – | – | 0.88% | 30 |
|
|
2025
Q4 | $4.29M | Hold |
13,325
| – | – | 0.91% | 25 |
|
|
2025
Q3 | $4.2M | Hold |
13,325
| – | – | 0.9% | 26 |
|
|
2025
Q2 | $3.86M | Sell |
13,325
-240
| -2% | -$61.2K | 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% | -$39.1K | 1.01% | 22 |
|
|
2024
Q1 | $4.15M | Buy |
20,741
+125
| +0.6% | +$22.6K | 1.02% | 23 |
|
|
2023
Q4 | $3.51M | Sell |
20,616
-125
| -0.6% | -$18.9K | 0.92% | 27 |
|
|
2023
Q3 | $3.01M | Buy |
20,741
+208
| +1% | +$31.2K | 0.87% | 29 |
|
|
2023
Q2 | $2.99M | Sell |
20,533
-70
| -0.3% | -$9.63K | 0.82% | 29 |
|
|
2023
Q1 | $2.68M | Sell |
20,603
-390
| -2% | -$53.4K | 0.79% | 31 |
|
|
2022
Q4 | $2.82M | Buy |
20,993
+150
| +0.7% | +$19K | 0.89% | 28 |
|
|
2022
Q3 | $2.18M | Hold |
20,843
| – | – | 0.73% | 33 |
|
|
2022
Q2 | $2.35M | Sell |
20,843
-90
| -0.4% | -$11.2K | 0.73% | 35 |
|
|
2022
Q1 | $2.85M | Sell |
20,933
-325
| -2% | -$48K | 0.73% | 31 |
|
|
2021
Q4 | $3.37M | Buy |
21,258
+200
| +0.9% | +$32.8K | 0.79% | 29 |
|
|
2021
Q3 | $3.45M | Buy |
21,058
+250
| +1% | +$39.2K | 0.9% | 26 |
|
|
2021
Q2 | $3.24M | Sell |
20,808
-250
| -1% | -$39.3K | 0.85% | 27 |
|
|
2021
Q1 | $3.21M | Sell |
21,058
-160
| -0.8% | -$23K | 0.91% | 26 |
|
|
2020
Q4 | $2.7M | Buy |
21,218
+273
| +1% | +$30.5K | 0.77% | 31 |
|
|
2020
Q3 | $2.02M | Buy |
20,945
+600
| +3% | +$58.9K | 0.64% | 37 |
|
|
2020
Q2 | $1.91M | Sell |
20,345
-750
| -4% | -$71.2K | 0.69% | 34 |
|
|
2020
Q1 | $1.9M | Buy |
21,095
+9,580
| +83% | +$1.16M | 0.87% | 31 |
|
|
2019
Q4 | $1.6M | Sell |
11,515
-1,741
| -13% | -$223K | 0.6% | 47 |
|
|
2019
Q3 | $1.56M | Hold |
13,256
| – | – | 0.61% | 45 |
|
|
2019
Q2 | $1.48M | Buy |
13,256
+375
| +3% | +$41.3K | 0.58% | 48 |
|
|
2019
Q1 | $1.3M | Buy |
12,881
+8,800
| +216% | +$907K | 0.53% | 48 |
|
|
2018
Q4 | $398K | Buy |
4,081
+500
| +14% | +$53.3K | 0.19% | 79 |
|
|
2018
Q3 | $404K | Buy |
3,581
+1,574
| +78% | +$179K | 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 | +$203K | 0.09% | 101 |
|
Other funds holding JPM
VCM
VPM
NorthStar Asset Management (Pennsylvania)'s JPM Position: Q1 2026 in Review
NorthStar Asset Management (Pennsylvania) held its JPMorgan Chase (JPM) position steady in Q1 2026 at 13,325 shares worth $3.92M. The position accounts for 0.88% of the portfolio, ranked #30.
NorthStar Asset Management (Pennsylvania) first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.29M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- NorthStar Asset Management (Pennsylvania) held 13,325 shares of JPMorgan Chase worth $3.92M as of Q1 2026.
- NorthStar Asset Management (Pennsylvania) left its JPMorgan Chase share count unchanged in Q1 2026.
- JPMorgan Chase made up 0.88% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q1 2026, its #30 holding.
- NorthStar Asset Management (Pennsylvania) first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- NorthStar Asset Management (Pennsylvania)'s JPMorgan Chase position peaked at $4.29M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q1 2026, filed 23 Apr 2026.