Northstar Capital Management’s JPMorgan Chase JPM Stock Holding History

Northstar Capital Management’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
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%	-$44.6K	0.26%	40
2018 Q1	$355K	Hold	3,229	–	–	0.33%	35
2017 Q4	$345K	Buy	+3,229	New	+$327K	0.33%	40

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northstar Capital Management's JPM Position: Q3 2019 in Review

Northstar Capital Management held its JPMorgan Chase (JPM) position steady in Q3 2019 at 2,822 shares worth $332K. The position accounts for 0.3% of the portfolio, ranked #38.

Northstar Capital Management first reported a position in JPM in Q4 2017 and has held it in 8 quarters since. The position peaked at $355K in Q1 2018. 2,609 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

Northstar Capital Management held 2,822 shares of JPMorgan Chase worth $332K as of Q3 2019.
Northstar Capital Management left its JPMorgan Chase share count unchanged in Q3 2019.
JPMorgan Chase made up 0.3% of Northstar Capital Management's portfolio in Q3 2019, its #38 holding.
Northstar Capital Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 8 quarters since.
Northstar Capital Management's JPMorgan Chase position peaked at $355K in Q1 2018.
2,609 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Northstar Capital Management's 13F filing for Q3 2019, filed 7 Nov 2019.