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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

STAR Financial Bank's JPM Position: Q1 2026 in Review

STAR Financial Bank reduced its JPMorgan Chase (JPM) stake by 0.25% in Q1 2026, selling an estimated $3.34K and leaving 4,404 shares worth $1.3M. The position accounts for 0.61% of the portfolio, ranked #29.

STAR Financial Bank first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.82M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

STAR Financial Bank held 4,404 shares of JPMorgan Chase worth $1.3M as of Q1 2026.
STAR Financial Bank sold 11 JPMorgan Chase shares in Q1 2026, an estimated $3.34K.
JPMorgan Chase made up 0.61% of STAR Financial Bank's portfolio in Q1 2026, its #29 holding.
STAR Financial Bank first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's JPMorgan Chase position peaked at $1.82M in Q3 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.