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JPMorgan Chase & Co. shares owned by Northstar Advisory Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Northstar Advisory Group from 13F filings

Historical chart of Northstar Advisory Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Northstar Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Northstar Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $326k 1.9k 170.10
2023-09-30 $498k 3.4k 145.02
2022-12-31 $332k 2.5k 134.10
2021-12-31 $3.2M 20k 158.37
2021-06-30 $3.1M 20k 155.54
2021-03-31 $2.7M 18k 152.23
2020-12-31 $1.5M 12k 127.05

More positions owned by Northstar Advisory Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Northstar Advisory Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.