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North Star Asset Management’s JPMorgan Chase JPM Stock Holding History

North Star Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.7M Buy
83,929
+2,827
+3% +$858K 1.07% 27
2025
Q4 		$26.1M Buy
81,102
+2,816
+4% +$872K 1.05% 31
2025
Q3 		$24.7M Buy
78,286
+1,143
+1% +$340K 1% 35
2025
Q2 		$22.4M Buy
77,143
+1,425
+2% +$364K 0.95% 36
2025
Q1 		$18.6M Buy
75,718
+473
+0.6% +$121K 0.85% 40
2024
Q4 		$18M Sell
75,245
-1,269
-2% -$296K 0.8% 46
2024
Q3 		$16.1M Buy
76,514
+100
+0.1% +$21.1K 0.72% 51
2024
Q2 		$15.5M Buy
76,414
+73
+0.1% +$14.3K 0.73% 50
2024
Q1 		$15.3M Sell
76,341
-15
-0% -$2.71K 0.72% 52
2023
Q4 		$13M Buy
76,356
+453
+0.6% +$68.6K 0.66% 56
2023
Q3 		$11M Sell
75,903
-84
-0.1% -$12.6K 0.63% 60
2023
Q2 		$11.1M Buy
75,987
+1,754
+2% +$241K 0.61% 60
2023
Q1 		$9.67M Buy
74,233
+12,601
+20% +$1.73M 0.57% 63
2022
Q4 		$8.26M Buy
61,632
+3,838
+7% +$486K 0.51% 68
2022
Q3 		$6.04M Buy
57,794
+1,895
+3% +$217K 0.41% 76
2022
Q2 		$6.29M Buy
55,899
+2,020
+4% +$250K 0.41% 74
2022
Q1 		$7.34M Buy
53,879
+4,139
+8% +$611K 0.4% 74
2021
Q4 		$7.88M Buy
49,740
+5,351
+12% +$879K 0.4% 74
2021
Q3 		$7.27M Buy
44,389
+750
+2% +$118K 0.4% 75
2021
Q2 		$6.79M Buy
43,639
+8,089
+23% +$1.27M 0.38% 74
2021
Q1 		$5.41M Buy
35,550
+3,928
+12% +$565K 0.32% 85
2020
Q4 		$4.02M Buy
31,622
+3,922
+14% +$438K 0.25% 93
2020
Q3 		$2.67M Buy
27,700
+14,347
+107% +$1.41M 0.2% 101
2020
Q2 		$1.26M Buy
13,353
+467
+4% +$44.3K 0.1% 125
2020
Q1 		$1.16M Sell
12,886
-671
-5% -$81.5K 0.11% 120
2019
Q4 		$1.89M Sell
13,557
-350
-3% -$44.9K 0.14% 120
2019
Q3 		$1.64M Sell
13,907
-15
-0.1% -$1.7K 0.13% 124
2019
Q2 		$1.56M Sell
13,922
-841
-6% -$92.7K 0.12% 128
2019
Q1 		$1.49M Sell
14,763
-95
-0.6% -$9.79K 0.12% 126
2018
Q4 		$1.45M Sell
14,858
-200
-1% -$21.3K 0.14% 123
2018
Q3 		$1.7M Buy
15,058
+900
+6% +$102K 0.14% 128
2018
Q2 		$1.48M Sell
14,158
-269
-2% -$29.5K 0.13% 132
2018
Q1 		$1.59M Sell
14,427
-180
-1% -$20.4K 0.14% 125
2017
Q4 		$1.56M Sell
14,607
-4,518
-24% -$457K 0.14% 129
2017
Q3 		$1.83M Sell
19,125
-57
-0.3% -$5.26K 0.18% 118
2017
Q2 		$1.75M Sell
19,182
-93
-0.5% -$8.03K 0.18% 117
2017
Q1 		$1.69M Buy
19,275
+123
+0.6% +$10.9K 0.18% 117
2016
Q4 		$1.65M Sell
19,152
-75
-0.4% -$5.72K 0.18% 120
2016
Q3 		$1.28M Sell
19,227
-150
-0.8% -$9.78K 0.14% 126
2016
Q2 		$1.2M Sell
19,377
-295
-1% -$18.4K 0.14% 124
2016
Q1 		$1.17M Buy
19,672
+670
+4% +$39.1K 0.14% 130
2015
Q4 		$1.25M Sell
19,002
-425
-2% -$27.7K 0.15% 133
2015
Q3 		$1.18M Sell
19,427
-275
-1% -$18K 0.15% 135
2015
Q2 		$1.33M Hold
19,702
– – 0.15% 134
2015
Q1 		$1.19M Sell
19,702
-525
-3% -$31.1K 0.14% 141
2014
Q4 		$1.27M Hold
20,227
– – 0.14% 132
2014
Q3 		$1.22M Sell
20,227
-249
-1% -$14.6K 0.15% 136
2014
Q2 		$1.18M Hold
20,476
– – 0.14% 137
2014
Q1 		$1.24M Buy
20,476
+927
+5% +$53.6K 0.15% 134
2013
Q4 		$1.14M Buy
19,549
+1,240
+7% +$67.9K 0.14% 137
2013
Q3 		$946K Buy
18,309
+232
+1% +$12.4K 0.12% 145
2013
Q2 		$954K Buy
+18,077
New +$919K 0.13% 137

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

North Star Asset Management's JPM Position: Q1 2026 in Review

North Star Asset Management increased its JPMorgan Chase (JPM) stake by 3.5% in Q1 2026, buying an estimated $858K and bringing the position to 83,929 shares worth $24.7M. The position accounts for 1.07% of the portfolio, ranked #27.

North Star Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.1M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • North Star Asset Management held 83,929 shares of JPMorgan Chase worth $24.7M as of Q1 2026.
  • North Star Asset Management bought 2,827 JPMorgan Chase shares in Q1 2026, an estimated $858K.
  • JPMorgan Chase made up 1.07% of North Star Asset Management's portfolio in Q1 2026, its #27 holding.
  • North Star Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • North Star Asset Management's JPMorgan Chase position peaked at $26.1M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on North Star Asset Management's 13F filing for Q1 2026, filed 6 May 2026.