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Disclosed positions
North Star Investment Management Corp.: source evidence dated 2026-07-29T03:59:59.999Z.
- Issuer
- JPMORGAN CHASE & CO COM
- Ticker
- JPM
- Class
- Stock
- Reported value
- $86,063,973
- Reported amount
- 262,927
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001062993-26-003882Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| JPMORGAN CHASE & CO COM | JPM | Stock | $86,063,973 | 262,927 | SH | None |
| ISHARES S&P 500 GROWTH ETF | IVW | ETF | $69,585,568 | 505,966 | SH | None |
| APPLE INC | AAPL | Stock | $69,192,369 | 239,122 | SH | None |
| VANGUARD SHORT TERM CORP BOND FD ETF | VCSH | ETF | $59,151,904 | 748,474 | SH | None |
| VANGUARD TOTAL STK MKT | VTI | ETF | $52,621,082 | 142,204 | SH | None |
| STATE STREET SPDR S&P 500 ETF | SPY | ETF | $48,220,225 | 64,572 | SH | None |
| ISHARES S&P 500 VALUE ETF | IVE | ETF | $44,932,297 | 197,887 | SH | None |
| MICROSOFT | MSFT | Stock | $36,268,170 | 97,228 | SH | None |
| OLD REP INTL CORP COM | ORI | Stock | $32,741,132 | 800,125 | SH | None |
| VANGUARD S&P 500 ETF | VOO | ETF | $30,228,474 | 44,013 | SH | None |
| GOOGLE INC | GOOGL | Stock | $22,984,183 | 64,315 | SH | None |
| BLACKSTONE GROUP LP | BX | Stock | $19,966,669 | 169,684 | SH | None |
| ABBVIE INC COM | ABBV | Stock | $18,571,864 | 73,803 | SH | None |
| VANGUARD SHORT TERM INFL-PROTECTED | VTIP | ETF | $16,727,176 | 333,012 | SH | None |
| ISHARES AMT-FREE MUNI BOND ETF | MUB | ETF | $16,293,903 | 151,402 | SH | None |
| AMAZON.COM INC | AMZN | Stock | $15,444,670 | 64,801 | SH | None |
| ISHARES S&P 500 INDEX | IVV | ETF | $15,432,683 | 20,607 | SH | None |
| ALPS TRUST ETF ALERIAN MLP | AMLP | ETF | $15,297,206 | 295,028 | SH | None |
| UNION PAC CORP COM | UNP | Stock | $15,247,123 | 56,056 | SH | None |
| JOHNSON & JOHNSON COM | JNJ | Stock | $14,431,839 | 56,825 | SH | None |
| POWERSHARES QQQ TR | QQQ | ETF | $14,278,473 | 19,390 | SH | None |
| ORACLE CORPORATION | ORCL | Stock | $13,676,145 | 93,321 | SH | None |
| CATERPILLAR INC COM | CAT | Stock | $12,986,763 | 12,195 | SH | None |
| ISHARES DJ SELECT DIVIDEND | DVY | ETF | $12,946,196 | 82,829 | SH | None |
| ALPHABET INC CAP STK CL C | GOOG | Stock | $12,821,629 | 36,288 | SH | None |
| SPHERE ENTERTAINMENT CO CL A | SPHR | Stock | $12,636,727 | 73,032 | SH | None |
| POSTAL REALTY TRUST INC CL A | PSTL | REIT | $11,911,237 | 483,411 | SH | None |
| ACME UTD CORP COM | ACU | Stock | $11,818,017 | 247,653 | SH | None |
| VANGUARD EXTENDED MARKET ETF | VXF | ETF | $11,719,450 | 47,599 | SH | None |
| ISHARES TR RUSSELL 1000 INDEX ETF | IWB | ETF | $11,592,945 | 28,310 | SH | None |
| BANK OF AMER CORP COM | BAC | Stock | $10,879,482 | 190,935 | SH | None |
| FIFTH THIRD BANCORP | FITB | Stock | $10,702,859 | 189,868 | SH | None |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | ETF | $10,567,618 | 148,317 | SH | None |
| CISCO SYS INC | CSCO | Stock | $10,459,138 | 89,044 | SH | None |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | ETF | $10,439,831 | 44,121 | SH | None |
| COSTCO WHOLESALE CORP | COST | Stock | $10,030,209 | 10,722 | SH | None |
| SPDR GOLD ETF | GLD | ETF | $9,840,535 | 26,713 | SH | None |
| ADVANCED MICRO DEVICES INC COM | AMD | Stock | $9,718,043 | 16,729 | SH | None |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | ETF | $9,543,148 | 300,951 | SH | None |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Stock | $9,287,086 | 18,560 | SH | None |
| KKR & CO LP | KKR | Stock | $9,112,410 | 99,285 | SH | None |
| ELI LILLY & CO COM | LLY | Stock | $8,876,691 | 7,401 | SH | None |
| ISHARES MSCI EAFE VALUE ETF | EFV | ETF | $8,767,934 | 114,539 | SH | None |
| BLUE BIRD CORP COM | BLBD | Stock | $8,733,766 | 110,610 | SH | None |
| AMGEN INC | AMGN | Stock | $8,037,425 | 22,195 | SH | None |
| INTEL CORP COM | INTC | Stock | $7,953,570 | 56,962 | SH | None |
| ESCALADE INC COM | ESCA | Stock | $7,894,085 | 420,345 | SH | None |
| EXXONMOBIL HOLDINGS CORP COM SHS | XOM | Stock | $7,890,937 | 57,716 | SH | None |
| WESTWOOD HLDGS GROUP INC COM | WHG | Stock | $7,430,253 | 387,800 | SH | None |
| MERCK & CO INC | MRK | Stock | $7,392,053 | 57,526 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 12 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.