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Northstar Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Northstar Investment Advisors’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
2021
Q2 		$7.27M Buy
47,926
+3,950
+9% +$620K 0.96% 31
2021
Q1 		$6.69M Buy
43,976
+15,297
+53% +$2.2M 0.98% 34
2020
Q4 		$3.64M Sell
28,679
-450
-2% -$50.3K 0.57% 55
2020
Q3 		$2.8M Sell
29,129
-5,502
-16% -$540K 0.5% 59
2020
Q2 		$3.26M Sell
34,631
-892
-3% -$84.6K 0.69% 47
2020
Q1 		$3.2M Sell
35,523
-44,553
-56% -$5.41M 0.79% 43
2019
Q4 		$11.2M Sell
80,076
-314
-0.4% -$40.3K 1.76% 14
2019
Q3 		$8.83M Buy
80,390
+8,231
+11% +$931K 1.47% 25
2019
Q2 		$67K Buy
72,159
+2,307
+3% +$254K 0.01% 118
2019
Q1 		$7.07M Buy
69,852
+41,342
+145% +$4.26M 1.31% 35
2018
Q4 		$2.78M Buy
28,510
+19,460
+215% +$2.07M 0.61% 45
2018
Q3 		$21K Buy
9,050
+239
+3% +$27.1K ﹤0.01% 110
2018
Q2 		$13K Sell
8,811
-679
-7% -$74.5K ﹤0.01% 110
2018
Q1 		$44K Hold
9,490
– – 0.01% 105
2017
Q4 		$15K Sell
9,490
-74
-0.8% -$7.49K ﹤0.01% 116
2017
Q3 		$13K Buy
9,564
+69
+0.7% +$6.36K ﹤0.01% 122
2017
Q2 		$68K Sell
9,495
-211
-2% -$18.2K 0.01% 113
2017
Q1 		$853K Buy
9,706
+550
+6% +$48.5K 0.17% 69
2016
Q4 		$90K Buy
9,156
+350
+4% +$26.7K 0.02% 109
2016
Q3 		$9K Buy
8,806
+5,380
+157% +$351K ﹤0.01% 105
2016
Q2 		$13K Buy
+3,426
New +$214K ﹤0.01% 108
2016
Q1 		– Sell
-3,336
Closed -$220K – 105
2015
Q4 		$220K Buy
+3,336
New +$217K 0.06% 98

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northstar Investment Advisors's JPM Position: Q2 2021 in Review

Northstar Investment Advisors increased its JPMorgan Chase (JPM) stake by 9% in Q2 2021, buying an estimated $620K and bringing the position to 47,926 shares worth $7.27M. The position accounts for 0.96% of the portfolio, ranked #31.

Northstar Investment Advisors first reported a position in JPM in Q4 2015 and has held it in 22 quarters since. The position peaked at $11.2M in Q4 2019. 3,237 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

  • Northstar Investment Advisors held 47,926 shares of JPMorgan Chase worth $7.27M as of Q2 2021.
  • Northstar Investment Advisors bought 3,950 JPMorgan Chase shares in Q2 2021, an estimated $620K.
  • JPMorgan Chase made up 0.96% of Northstar Investment Advisors's portfolio in Q2 2021, its #31 holding.
  • Northstar Investment Advisors first reported a position in JPMorgan Chase in Q4 2015 and has held it in 22 quarters since.
  • Northstar Investment Advisors's JPMorgan Chase position peaked at $11.2M in Q4 2019.
  • 3,237 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Northstar Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.