A detailed history of Northstar Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Northstar Advisory Group, LLC holds 2,420 shares of JPM stock, worth $580,800. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,420
Previous 1,921 25.98%
Holding current value
$580,800
Previous $388,000 31.44%
% of portfolio
0.27%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$194.9 - $224.8 $97,255 - $112,175
499 Added 25.98%
2,420 $510,000
Q2 2024

Aug 01, 2024

BUY
$180.08 - $204.79 $540 - $614
3 Added 0.16%
1,921 $388,000
Q4 2023

Jan 18, 2024

SELL
$135.69 - $170.3 $205,434 - $257,834
-1,514 Reduced 44.11%
1,918 $326,000
Q3 2023

Oct 12, 2023

BUY
$143.21 - $158.0 $491,496 - $542,256
3,432 New
3,432 $497,000
Q4 2022

Jan 24, 2023

BUY
$101.96 - $137.84 $252,045 - $340,740
2,472 New
2,472 $0
Q1 2022

Apr 14, 2022

SELL
$128.3 - $168.44 $2.62 Million - $3.44 Million
-20,421 Closed
0 $0
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $3.14 Million - $3.51 Million
20,421 New
20,421 $3.23 Million
Q3 2021

Oct 14, 2021

SELL
$146.97 - $166.98 $2.9 Million - $3.3 Million
-19,763 Closed
0 $0
Q2 2021

Jul 20, 2021

BUY
$147.37 - $166.44 $332,614 - $375,655
2,257 Added 12.89%
19,763 $3.07 Million
Q1 2021

Apr 26, 2021

BUY
$125.65 - $157.65 $670,719 - $841,535
5,338 Added 43.87%
17,506 $2.67 Million
Q4 2020

Jan 19, 2021

BUY
$96.54 - $127.07 $1.17 Million - $1.55 Million
12,168 New
12,168 $1.55 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $704B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Northstar Advisory Group, LLC Portfolio

Follow Northstar Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northstar Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northstar Advisory Group, LLC with notifications on news.