North Star Investment Management Corp.
Position in JPM — Jpmorgan Chase & Co
CIK 1342857
CHICAGO, IL
Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$86,063,894
+$8,379,474 QoQ
Shares Held
262,927
-0.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
6.86%
of 13F equity value
Holder Rank
#437
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026North Star Investment Management Corp. holds $100,912,096 across 17 Banks - Diversified names. JPM ranks #1 (85.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
262,927 | $86,063,894 | |
| 2 | BAC |
Bank Of America Corp /De/
|
190,935 | $10,879,476 | |
| 3 | C |
Citigroup Inc
|
11,040 | $1,545,158 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,632 | $1,374,468 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,982 | $431,227 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,425 | $428,497 | |
| 7 | BNS |
Bank Of Nova Scotia
|
714 | $62,003 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
416 | $47,840 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,063,894 | 262,927 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $77,684,420 | 264,089 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $85,344,800 | 264,865 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $83,804,388 | 265,683 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $77,042,132 | 265,745 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $65,186,757 | 265,743 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $64,448,190 | 268,859 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $57,278,432 | 271,642 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $56,224,437 | 277,981 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $58,486,798 | 291,996 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $49,642,834 | 291,845 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $42,301,608 | 291,695 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $42,327,984 | 291,034 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $37,858,052 | 290,523 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $37,996,832 | 283,347 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $29,888,567 | 286,015 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $32,159,163 | 285,580 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $38,348,860 | 281,315 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $45,585,956 | 287,881 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $44,762,503 | 273,459 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $42,318,234 | 272,073 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $30,226,636 | 198,559 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $25,447,673 | 200,265 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $26,577,547 | 276,073 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $25,465,804 | 270,740 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $20,776,223 | 230,770 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||