Northstar Group’s JPMorgan Chase JPM Stock Holding History

Northstar Group’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 Q1	$2.34M	Buy	7,940 +20	+0.3%	+$6.07K	0.33%	46
2025 Q4	$2.55M	Buy	7,920 +2,400	+43%	+$743K	0.35%	43
2025 Q3	$1.74M	Sell	5,520 -18	-0.3%	-$5.35K	0.25%	56
2025 Q2	$1.61M	Buy	5,538 +136	+3%	+$34.7K	0.25%	54
2025 Q1	$1.33M	Buy	5,402 +34	+0.6%	+$8.67K	0.21%	57
2024 Q4	$1.29M	Buy	5,368 +2,242	+72%	+$522K	0.22%	56
2024 Q3	$659K	Sell	3,126 -408	-12%	-$85.9K	0.11%	80
2024 Q2	$715K	Sell	3,534 -250	-7%	-$48.9K	0.14%	76
2024 Q1	$758K	Buy	3,784 +333	+10%	+$60.1K	0.15%	78
2023 Q4	$587K	Sell	3,451 -55	-2%	-$8.34K	0.13%	78
2023 Q3	$508K	Hold	3,506	–	–	0.12%	87
2023 Q2	$510K	Sell	3,506 -599	-15%	-$82.4K	0.12%	87
2023 Q1	$535K	Sell	4,105 -1	-0%	-$137	0.14%	84
2022 Q4	$551K	Hold	4,106	–	–	0.16%	78
2022 Q3	$430K	Buy	4,106 +70	+2%	+$8.03K	0.13%	91
2022 Q2	$454K	Hold	4,036	–	–	0.13%	91
2022 Q1	$549K	Sell	4,036 -34	-0.8%	-$5.02K	0.13%	91
2021 Q4	$644K	Buy	4,070 +105	+3%	+$17.2K	0.15%	85
2021 Q3	$649K	Hold	3,965	–	–	0.17%	87
2021 Q2	$616K	Buy	3,965 +50	+1%	+$7.85K	0.16%	89
2021 Q1	$596K	Buy	3,915 +303	+8%	+$43.6K	0.17%	87
2020 Q4	$459K	Sell	3,612 -471	-12%	-$52.6K	0.14%	94
2020 Q3	$393K	Buy	4,083 +9	+0.2%	+$884	0.14%	100
2020 Q2	$383K	Buy	4,074 +518	+15%	+$49.1K	0.15%	94
2020 Q1	$320K	Sell	3,556 -12	-0.3%	-$1.46K	0.15%	98
2019 Q4	$497K	Buy	3,568 +7	+0.2%	+$898	0.19%	84
2019 Q3	$419K	Buy	3,561 +6	+0.2%	+$679	0.17%	94
2019 Q2	$397K	Buy	3,555 +256	+8%	+$28.2K	0.17%	97
2019 Q1	$334K	Buy	3,299 +7	+0.2%	+$721	0.15%	109
2018 Q4	$321K	Buy	3,292 +7	+0.2%	+$746	0.16%	98
2018 Q3	$371K	Buy	3,285 +259	+9%	+$29.4K	0.17%	98
2018 Q2	$315K	Buy	3,026 +4	+0.1%	+$439	0.16%	100
2018 Q1	$332K	Buy	3,022 +4	+0.1%	+$453	0.17%	97
2017 Q4	$323K	Sell	3,018 -27	-0.9%	-$2.73K	0.17%	96
2017 Q3	$291K	Buy	3,045 +5	+0.2%	+$461	0.17%	103
2017 Q2	$278K	Buy	3,040 +5	+0.2%	+$431	0.17%	99
2017 Q1	$266K	Sell	3,035 -296	-9%	-$26.1K	0.18%	100
2016 Q4	$287K	Buy	3,331 +6	+0.2%	+$458	0.2%	88
2016 Q3	$221K	Buy	+3,325	New	+$217K	0.16%	97
2016 Q1	–	Sell	-3,252	Closed	-$215K	–	103
2015 Q4	$215K	Buy	+3,252	New	+$212K	0.17%	96
2015 Q3	–	Sell	-3,237	Closed	-$219K	–	108
2015 Q2	$219K	Buy	+3,237	New	+$211K	0.17%	104
2015 Q1	–	Sell	-3,825	Closed	-$239K	–	115
2014 Q4	$239K	Buy	+3,825	New	+$230K	0.19%	97

Other funds holding JPM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northstar Group's JPM Position: Q1 2026 in Review

Northstar Group increased its JPMorgan Chase (JPM) stake by 0.25% in Q1 2026, buying an estimated $6.07K and bringing the position to 7,940 shares worth $2.34M. The position accounts for 0.33% of the portfolio, ranked #46.

Northstar Group first reported a position in JPM in Q4 2014 and has held it in 42 quarters since. The position peaked at $2.55M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Northstar Group held 7,940 shares of JPMorgan Chase worth $2.34M as of Q1 2026.
Northstar Group bought 20 JPMorgan Chase shares in Q1 2026, an estimated $6.07K.
JPMorgan Chase made up 0.33% of Northstar Group's portfolio in Q1 2026, its #46 holding.
Northstar Group first reported a position in JPMorgan Chase in Q4 2014 and has held it in 42 quarters since.
Northstar Group's JPMorgan Chase position peaked at $2.55M in Q4 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Northstar Group's 13F filing for Q1 2026, filed 28 Apr 2026.