NWP
JPM icon

Northstar Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Northstar Wealth Partners’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
2020
Q3 		$1.97M Buy
20,506
+3,552
+21% +$349K 0.92% 39
2020
Q2 		$1.59M Buy
16,954
+1,338
+9% +$127K 0.67% 52
2020
Q1 		$1.41M Buy
15,616
+557
+4% +$67.7K 0.71% 52
2019
Q4 		$2.1M Buy
15,059
+751
+5% +$96.3K 0.86% 38
2019
Q3 		$1.68M Buy
14,308
+304
+2% +$34.4K 0.74% 46
2019
Q2 		$1.57M Buy
14,004
+860
+7% +$94.8K 0.7% 46
2019
Q1 		$1.33M Buy
13,144
+117
+0.9% +$12.1K 0.61% 51
2018
Q4 		$1.27M Buy
13,027
+1,247
+11% +$133K 0.67% 50
2018
Q3 		$1.33M Buy
11,780
+2,015
+21% +$229K 0.64% 49
2018
Q2 		$1.02M Sell
9,765
-1,831
-16% -$201K 0.51% 63
2018
Q1 		$1.27M Sell
11,596
-730
-6% -$82.7K 0.65% 48
2017
Q4 		$1.34M Buy
12,326
+229
+2% +$23.2K 1.19% 24
2017
Q3 		$1.17M Sell
12,097
-5,660
-32% -$522K 1.14% 26
2017
Q2 		$1.65M Sell
17,757
-583
-3% -$50.3K 1.51% 14
2017
Q1 		$1.58M Buy
+18,340
New +$1.62M 1.47% 17

Other funds holding JPM

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northstar Wealth Partners's JPM Position: Q3 2020 in Review

Northstar Wealth Partners increased its JPMorgan Chase (JPM) stake by 21% in Q3 2020, buying an estimated $349K and bringing the position to 20,506 shares worth $1.97M. The position accounts for 0.92% of the portfolio, ranked #39.

Northstar Wealth Partners first reported a position in JPM in Q1 2017 and has held it in 15 quarters since. The position peaked at $2.1M in Q4 2019. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Northstar Wealth Partners held 20,506 shares of JPMorgan Chase worth $1.97M as of Q3 2020.
  • Northstar Wealth Partners bought 3,552 JPMorgan Chase shares in Q3 2020, an estimated $349K.
  • JPMorgan Chase made up 0.92% of Northstar Wealth Partners's portfolio in Q3 2020, its #39 holding.
  • Northstar Wealth Partners first reported a position in JPMorgan Chase in Q1 2017 and has held it in 15 quarters since.
  • Northstar Wealth Partners's JPMorgan Chase position peaked at $2.1M in Q4 2019.
  • 2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.