NORTH STAR ASSET MANAGEMENT INC

Position in JPM — Jpmorgan Chase & Co

CIK 1056559 NEENAH, WI

Position in JPM

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$27,195,885

+$2,507,331 QoQ

Shares Held

83,084

-1.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#839

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NORTH STAR ASSET MANAGEMENT INC holds $30,865,414 across 5 Banks - Diversified names. JPM ranks #1 (88.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	83,084	$27,195,885
2	BMO	Bank Of Montreal /Can/	8,099	$1,431,093
3	WFC	Wells Fargo & Company/Mn	11,254	$930,030
4	C	Citigroup Inc	4,884	$683,564
5	BAC	Bank Of America Corp /De/	10,966	$624,842

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,195,885	83,084	-1.0%	Shares	Sole	2026-08-18
2026-03-31	$24,688,554	83,929	+3.5%	Shares	Sole	2026-05-06
2025-12-31	$26,132,686	81,102	+3.6%	Shares	Sole	2026-02-09
2025-09-30	$24,693,752	78,286	+1.5%	Shares	Sole	2025-11-10
2025-06-30	$22,364,527	77,143	+1.9%	Shares	Sole	2025-08-12
2025-03-31	$18,573,625	75,718	+0.6%	Shares	Sole	2025-05-08
2024-12-31	$18,036,978	75,245	-1.7%	Shares	Sole	2025-02-19
2024-09-30	$16,133,741	76,514	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$15,455,495	76,414	+0.1%	Shares	Sole	2024-08-05
2024-03-31	$15,291,102	76,341	-0.0%	Shares	Sole	2024-05-08
2023-12-31	$12,988,155	76,356	+0.6%	Shares	Sole	2024-02-01
2023-09-30	$11,007,452	75,903	-0.1%	Shares	Sole	2023-10-26
2023-06-30	$11,051,548	75,987	+2.4%	Shares	Sole	2023-08-09
2023-03-31	$9,673,301	74,233	+20.4%	Shares	Sole	2023-05-10
2022-12-31	$8,264,850	61,632	+6.6%	Shares	Sole	2023-03-06
2022-09-30	$6,039,472	57,794	+3.4%	Shares	Sole	2022-11-08
2022-06-30	$6,294,785	55,899	+3.7%	Shares	Sole	2022-07-28
2022-03-31	$7,344,785	53,879	+8.3%	Shares	Sole	2022-04-29
2021-12-31	$7,876,328	49,740	+12.1%	Shares	Sole	2022-02-07
2021-09-30	$7,266,034	44,389	+1.7%	Shares	Sole	2021-10-20
2021-06-30	$6,787,609	43,639	+22.8%	Shares	Sole	2021-07-30
2021-03-31	$5,411,775	35,550	+12.4%	Shares	Sole	2021-04-29
2020-12-31	$4,018,206	31,622	+14.2%	Shares	Sole	2021-02-16
2020-09-30	$2,666,678	27,700	+107.4%	Shares	Sole	2020-11-02
2020-06-30	$1,255,983	13,353	+3.6%	Shares	Sole	2020-07-28
2020-03-31	$1,160,126	12,886	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.