Northstar Advisory Group, LLC JPM Holdings History
Northstar Advisory Group, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Northstar Advisory Group, LLC held 17,702.00 shares of JPMorgan Chase & Co(JPM), totaling $5.13 Mil. This investment constitutes 2.5% of their stock portfolio, and Northstar Advisory Group, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q4. And since then Northstar Advisory Group, LLC has made 10 purchases of JPM, at an average price of $172.47, for a total of 61,872.00 shares. In addition, there have been 4 sales at an average price of $151.37 for 44,170.00 shares. Based on historical transaction data and JPM's current price of $290.97, Northstar Advisory Group, LLC's estimated gain on his JPM holdings is $1.17 Mil, reflecting a 10.93% gain to date.
Northstar Advisory Group, LLC JPM ($290.97) Holding Chart
Northstar Advisory Group, LLC JPM ($290.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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