Northstar Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7.27M | Buy |
47,926
+3,950
| +9% | +$600K | 0.96% | 31 |
|
|
2021
Q1 | $6.69M | Buy |
43,976
+15,297
| +53% | +$2.33M | 0.98% | 34 |
|
|
2020
Q4 | $3.64M | Sell |
28,679
-450
| -2% | -$57.2K | 0.57% | 55 |
|
|
2020
Q3 | $2.8M | Sell |
29,129
-5,502
| -16% | -$530K | 0.5% | 59 |
|
|
2020
Q2 | $3.26M | Sell |
34,631
-892
| -3% | -$83.9K | 0.69% | 47 |
|
|
2020
Q1 | $3.2M | Sell |
35,523
-44,553
| -56% | -$4.01M | 0.79% | 43 |
|
|
2019
Q4 | $11.2M | Sell |
80,076
-314
| -0.4% | -$43.8K | 1.76% | 14 |
|
|
2019
Q3 | $8.83M | Buy |
80,390
+8,231
| +11% | +$904K | 1.47% | 25 |
|
|
2019
Q2 | $67K | Buy |
72,159
+2,307
| +3% | +$2.14K | 0.01% | 118 |
|
|
2019
Q1 | $7.07M | Buy |
69,852
+41,342
| +145% | +$4.18M | 1.31% | 35 |
|
|
2018
Q4 | $2.78M | Buy |
28,510
+19,460
| +215% | +$1.9M | 0.61% | 45 |
|
|
2018
Q3 | $21K | Buy |
9,050
+239
| +3% | +$555 | ﹤0.01% | 110 |
|
|
2018
Q2 | $13K | Sell |
8,811
-679
| -7% | -$1K | ﹤0.01% | 110 |
|
|
2018
Q1 | $44K | Hold |
9,490
| – | – | 0.01% | 105 |
|
|
2017
Q4 | $15K | Sell |
9,490
-74
| -0.8% | -$117 | ﹤0.01% | 116 |
|
|
2017
Q3 | $13K | Buy |
9,564
+69
| +0.7% | +$94 | ﹤0.01% | 122 |
|
|
2017
Q2 | $68K | Sell |
9,495
-211
| -2% | -$1.51K | 0.01% | 113 |
|
|
2017
Q1 | $853K | Buy |
9,706
+550
| +6% | +$48.3K | 0.17% | 69 |
|
|
2016
Q4 | $90K | Buy |
9,156
+350
| +4% | +$3.44K | 0.02% | 109 |
|
|
2016
Q3 | $9K | Buy |
8,806
+5,380
| +157% | +$5.5K | ﹤0.01% | 105 |
|
|
2016
Q2 | $13K | Buy |
+3,426
| New | +$13K | ﹤0.01% | 108 |
|
|
2016
Q1 | – | Sell |
-3,336
| Closed | -$220K | – | 105 |
|
|
2015
Q4 | $220K | Buy |
+3,336
| New | +$220K | 0.06% | 98 |
|