Northstar Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7.27M | Buy |
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|
2021
Q1 | $6.69M | Buy |
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|
2020
Q4 | $3.64M | Sell |
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|
2020
Q3 | $2.8M | Sell |
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|
2020
Q2 | $3.26M | Sell |
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|
2020
Q1 | $3.2M | Sell |
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|
2019
Q4 | $11.2M | Sell |
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|
2019
Q3 | $8.83M | Buy |
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|
2019
Q2 | $67K | Buy |
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|
2019
Q1 | $7.07M | Buy |
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|
2018
Q4 | $2.78M | Buy |
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|
2018
Q3 | $21K | Buy |
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|
2018
Q2 | $13K | Sell |
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|
2018
Q1 | $44K | Hold |
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|
2017
Q4 | $15K | Sell |
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|
2017
Q3 | $13K | Buy |
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|
2017
Q2 | $68K | Sell |
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|
2017
Q1 | $853K | Buy |
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|
2016
Q4 | $90K | Buy |
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|
2016
Q3 | $9K | Buy |
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|
2016
Q2 | $13K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $220K | Buy |
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