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Northstar Financial Companies’s JPMorgan Chase JPM Stock Holding History

Northstar Financial Companies’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
2026
Q2 		$2.17M Buy
6,637
+606
+10% +$188K 1.46% 22
2026
Q1 		$1.77M Buy
6,031
+1,287
+27% +$391K 1.41% 20
2025
Q4 		$1.53M Buy
4,744
+1,533
+48% +$475K 1.22% 22
2025
Q3 		$1.01M Buy
3,211
+916
+40% +$272K 0.94% 26
2025
Q2 		$665K Sell
2,295
-226
-9% -$57.7K 0.69% 36
2025
Q1 		$618K Sell
2,521
-578
-19% -$147K 0.67% 40
2024
Q4 		$743K Buy
+3,099
New +$722K 0.7% 30

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Northstar Financial Companies's JPM Position: Q2 2026 in Review

Northstar Financial Companies increased its JPMorgan Chase (JPM) stake by 10% in Q2 2026, buying an estimated $188K and bringing the position to 6,637 shares worth $2.17M. The position accounts for 1.46% of the portfolio, ranked #22.

Northstar Financial Companies first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 3,229 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Northstar Financial Companies held 6,637 shares of JPMorgan Chase worth $2.17M as of Q2 2026.
  • Northstar Financial Companies bought 606 JPMorgan Chase shares in Q2 2026, an estimated $188K.
  • JPMorgan Chase made up 1.46% of Northstar Financial Companies's portfolio in Q2 2026, its #22 holding.
  • Northstar Financial Companies first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 3,229 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.