Northstar Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.97M | Buy |
20,506
+3,552
| +21% | +$342K | 0.92% | 39 |
|
|
2020
Q2 | $1.59M | Buy |
16,954
+1,338
| +9% | +$126K | 0.67% | 52 |
|
|
2020
Q1 | $1.41M | Buy |
15,616
+557
| +4% | +$50.1K | 0.71% | 52 |
|
|
2019
Q4 | $2.1M | Buy |
15,059
+751
| +5% | +$105K | 0.86% | 38 |
|
|
2019
Q3 | $1.68M | Buy |
14,308
+304
| +2% | +$35.8K | 0.74% | 46 |
|
|
2019
Q2 | $1.57M | Buy |
14,004
+860
| +7% | +$96.2K | 0.7% | 46 |
|
|
2019
Q1 | $1.33M | Buy |
13,144
+117
| +0.9% | +$11.8K | 0.61% | 51 |
|
|
2018
Q4 | $1.27M | Buy |
13,027
+1,247
| +11% | +$122K | 0.67% | 50 |
|
|
2018
Q3 | $1.33M | Buy |
11,780
+2,015
| +21% | +$227K | 0.64% | 49 |
|
|
2018
Q2 | $1.02M | Sell |
9,765
-1,831
| -16% | -$191K | 0.51% | 63 |
|
|
2018
Q1 | $1.28M | Sell |
11,596
-730
| -6% | -$80.3K | 0.65% | 48 |
|
|
2017
Q4 | $1.34M | Buy |
12,326
+229
| +2% | +$24.8K | 1.19% | 24 |
|
|
2017
Q3 | $1.17M | Sell |
12,097
-5,660
| -32% | -$546K | 1.14% | 26 |
|
|
2017
Q2 | $1.65M | Sell |
17,757
-583
| -3% | -$54.3K | 1.51% | 14 |
|
|
2017
Q1 | $1.58M | Buy |
+18,340
| New | +$1.58M | 1.47% | 17 |
|