Northstar Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $332K | Hold |
2,822
| – | – | 0.3% | 38 |
|
|
2019
Q2 | $315K | Hold |
2,822
| – | – | 0.28% | 39 |
|
|
2019
Q1 | $286K | Hold |
2,822
| – | – | 0.26% | 41 |
|
|
2018
Q4 | $275K | Hold |
2,822
| – | – | 0.29% | 37 |
|
|
2018
Q3 | $318K | Hold |
2,822
| – | – | 0.26% | 40 |
|
|
2018
Q2 | $294K | Sell |
2,822
-407
| -13% | -$42.4K | 0.26% | 40 |
|
|
2018
Q1 | $355K | Hold |
3,229
| – | – | 0.33% | 35 |
|
|
2017
Q4 | $345K | Buy |
+3,229
| New | +$345K | 0.33% | 40 |
|