Northstar Group’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 | $1.61M | Buy |
5,538
+136
| +3% | +$39.4K | 0.25% | 54 |
|
|
2025
Q1 | $1.33M | Buy |
5,402
+34
| +0.6% | +$8.34K | 0.21% | 57 |
|
|
2024
Q4 | $1.29M | Buy |
5,368
+2,242
| +72% | +$537K | 0.22% | 56 |
|
|
2024
Q3 | $659K | Sell |
3,126
-408
| -12% | -$86K | 0.11% | 80 |
|
|
2024
Q2 | $715K | Sell |
3,534
-250
| -7% | -$50.6K | 0.14% | 76 |
|
|
2024
Q1 | $758K | Buy |
3,784
+333
| +10% | +$66.7K | 0.15% | 78 |
|
|
2023
Q4 | $587K | Sell |
3,451
-55
| -2% | -$9.36K | 0.13% | 78 |
|
|
2023
Q3 | $508K | Hold |
3,506
| – | – | 0.12% | 87 |
|
|
2023
Q2 | $510K | Sell |
3,506
-599
| -15% | -$87.1K | 0.12% | 87 |
|
|
2023
Q1 | $535K | Sell |
4,105
-1
| -0% | -$130 | 0.14% | 84 |
|
|
2022
Q4 | $551K | Hold |
4,106
| – | – | 0.16% | 78 |
|
|
2022
Q3 | $430K | Buy |
4,106
+70
| +2% | +$7.33K | 0.13% | 91 |
|
|
2022
Q2 | $454K | Hold |
4,036
| – | – | 0.13% | 91 |
|
|
2022
Q1 | $549K | Sell |
4,036
-34
| -0.8% | -$4.63K | 0.13% | 91 |
|
|
2021
Q4 | $644K | Buy |
4,070
+105
| +3% | +$16.6K | 0.15% | 85 |
|
|
2021
Q3 | $649K | Hold |
3,965
| – | – | 0.17% | 87 |
|
|
2021
Q2 | $616K | Buy |
3,965
+50
| +1% | +$7.77K | 0.16% | 89 |
|
|
2021
Q1 | $596K | Buy |
3,915
+303
| +8% | +$46.1K | 0.17% | 87 |
|
|
2020
Q4 | $459K | Sell |
3,612
-471
| -12% | -$59.9K | 0.14% | 94 |
|
|
2020
Q3 | $393K | Buy |
4,083
+9
| +0.2% | +$866 | 0.14% | 100 |
|
|
2020
Q2 | $383K | Buy |
4,074
+518
| +15% | +$48.7K | 0.15% | 94 |
|
|
2020
Q1 | $320K | Sell |
3,556
-12
| -0.3% | -$1.08K | 0.15% | 98 |
|
|
2019
Q4 | $497K | Buy |
3,568
+7
| +0.2% | +$975 | 0.19% | 84 |
|
|
2019
Q3 | $419K | Buy |
3,561
+6
| +0.2% | +$706 | 0.17% | 94 |
|
|
2019
Q2 | $397K | Buy |
3,555
+256
| +8% | +$28.6K | 0.17% | 97 |
|
|
2019
Q1 | $334K | Buy |
3,299
+7
| +0.2% | +$709 | 0.15% | 109 |
|
|
2018
Q4 | $321K | Buy |
3,292
+7
| +0.2% | +$683 | 0.16% | 98 |
|
|
2018
Q3 | $371K | Buy |
3,285
+259
| +9% | +$29.3K | 0.17% | 98 |
|
|
2018
Q2 | $315K | Buy |
3,026
+4
| +0.1% | +$416 | 0.16% | 100 |
|
|
2018
Q1 | $332K | Buy |
3,022
+4
| +0.1% | +$439 | 0.17% | 97 |
|
|
2017
Q4 | $323K | Sell |
3,018
-27
| -0.9% | -$2.89K | 0.17% | 96 |
|
|
2017
Q3 | $291K | Buy |
3,045
+5
| +0.2% | +$478 | 0.17% | 103 |
|
|
2017
Q2 | $278K | Buy |
3,040
+5
| +0.2% | +$457 | 0.17% | 99 |
|
|
2017
Q1 | $266K | Sell |
3,035
-296
| -9% | -$25.9K | 0.18% | 100 |
|
|
2016
Q4 | $287K | Buy |
3,331
+6
| +0.2% | +$517 | 0.2% | 88 |
|
|
2016
Q3 | $221K | Buy |
+3,325
| New | +$221K | 0.16% | 97 |
|
|
2016
Q1 | – | Sell |
-3,252
| Closed | -$215K | – | 103 |
|
|
2015
Q4 | $215K | Buy |
+3,252
| New | +$215K | 0.17% | 96 |
|
|
2015
Q3 | – | Sell |
-3,237
| Closed | -$219K | – | 108 |
|
|
2015
Q2 | $219K | Buy |
+3,237
| New | +$219K | 0.17% | 104 |
|
|
2015
Q1 | – | Sell |
-3,825
| Closed | -$239K | – | 115 |
|
|
2014
Q4 | $239K | Buy |
+3,825
| New | +$239K | 0.19% | 97 |
|