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STAR Financial Bank’s JPMorgan Chase JPM Stock Holding History

STAR Financial Bank’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
Q2 		$1.53M Buy
4,664
+260
+6% +$80.7K 0.62% 31
2026
Q1 		$1.3M Sell
4,404
-11
-0.2% -$3.34K 0.61% 29
2025
Q4 		$1.42M Sell
4,415
-1,348
-23% -$417K 0.73% 33
2025
Q3 		$1.82M Buy
5,763
+397
+7% +$118K 1.08% 21
2025
Q2 		$1.56M Sell
5,366
-220
-4% -$56.1K 0.99% 35
2025
Q1 		$1.37M Sell
5,586
-84
-1% -$21.4K 1% 29
2024
Q4 		$1.36M Sell
5,670
-362
-6% -$84.3K 0.98% 27
2024
Q3 		$1.27M Sell
6,032
-1,039
-15% -$219K 0.86% 33
2024
Q2 		$1.43M Sell
7,071
-1,130
-14% -$221K 1.1% 22
2024
Q1 		$1.64M Sell
8,201
-289
-3% -$52.1K 1.4% 17
2023
Q4 		$1.44M Sell
8,490
-56
-0.7% -$8.49K 1.31% 21
2023
Q3 		$1.24M Sell
8,546
-752
-8% -$113K 1.27% 22
2023
Q2 		$1.35M Buy
9,298
+80
+0.9% +$11K 1.26% 22
2023
Q1 		$1.2M Sell
9,218
-653
-7% -$89.5K 1.17% 22
2022
Q4 		$1.32M Buy
+9,871
New +$1.25M 1.31% 22

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

STAR Financial Bank's JPM Position: Q2 2026 in Review

STAR Financial Bank increased its JPMorgan Chase (JPM) stake by 5.9% in Q2 2026, buying an estimated $80.7K and bringing the position to 4,664 shares worth $1.53M. The position accounts for 0.62% of the portfolio, ranked #31.

STAR Financial Bank first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.82M in Q3 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • STAR Financial Bank held 4,664 shares of JPMorgan Chase worth $1.53M as of Q2 2026.
  • STAR Financial Bank bought 260 JPMorgan Chase shares in Q2 2026, an estimated $80.7K.
  • JPMorgan Chase made up 0.62% of STAR Financial Bank's portfolio in Q2 2026, its #31 holding.
  • STAR Financial Bank first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • STAR Financial Bank's JPMorgan Chase position peaked at $1.82M in Q3 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.