Northstar Financial Companies’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	$665K	Sell	2,295 -226	-9%	-$65.5K	0.69%	36
2025 Q1	$618K	Sell	2,521 -578	-19%	-$142K	0.67%	40
2024 Q4	$743K	Buy	+3,099	New	+$743K	0.7%	30