First National Bank Sioux Falls’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.4M | Sell |
8,294
-70
| -0.8% | -$20.3K | 0.88% | 25 |
|
2025
Q1 | $2.05M | Sell |
8,364
-235
| -3% | -$57.6K | 0.83% | 24 |
|
2024
Q4 | $2.06M | Hold |
8,599
| – | – | 0.88% | 25 |
|
2024
Q3 | $1.81M | Hold |
8,599
| – | – | 0.82% | 25 |
|
2024
Q2 | $1.74M | Hold |
8,599
| – | – | 0.9% | 26 |
|
2024
Q1 | $1.72M | Sell |
8,599
-10
| -0.1% | -$2K | 0.94% | 25 |
|
2023
Q4 | $1.46M | Hold |
8,609
| – | – | 0.75% | 27 |
|
2023
Q3 | $1.25M | Buy |
8,609
+154
| +2% | +$22.3K | 0.75% | 33 |
|
2023
Q2 | $1.23M | Hold |
8,455
| – | – | 0.78% | 30 |
|
2023
Q1 | $1.1M | Sell |
8,455
-180
| -2% | -$23.5K | 0.76% | 29 |
|
2022
Q4 | $1.16M | Buy |
8,635
+1,353
| +19% | +$181K | 0.84% | 25 |
|
2022
Q3 | $761K | Buy |
7,282
+400
| +6% | +$41.8K | 0.8% | 36 |
|
2022
Q2 | $775K | Sell |
6,882
-474
| -6% | -$53.4K | 0.99% | 32 |
|
2022
Q1 | $1M | Buy |
7,356
+96
| +1% | +$13.1K | 1.05% | 29 |
|
2021
Q4 | $1.15M | Sell |
7,260
-205
| -3% | -$32.5K | 1.23% | 20 |
|
2021
Q3 | $1.22M | Hold |
7,465
| – | – | 2.05% | 8 |
|
2021
Q2 | $1.16M | Sell |
7,465
-20
| -0.3% | -$3.11K | 1.77% | 13 |
|
2021
Q1 | $1.14M | Buy |
7,485
+119
| +2% | +$18.1K | 2.02% | 11 |
|
2020
Q4 | $936K | Buy |
7,366
+100
| +1% | +$12.7K | 2.04% | 12 |
|
2020
Q3 | $699K | Sell |
7,266
-301
| -4% | -$29K | 1.86% | 16 |
|
2020
Q2 | $711K | Buy |
7,567
+114
| +2% | +$10.7K | 2.06% | 13 |
|
2020
Q1 | $671K | Buy |
7,453
+130
| +2% | +$11.7K | 2.35% | 12 |
|
2019
Q4 | $1.02M | Sell |
7,323
-72
| -1% | -$10K | 2.83% | 7 |
|
2019
Q3 | $870K | Buy |
7,395
+639
| +9% | +$75.2K | 2.87% | 8 |
|
2019
Q2 | $756K | Sell |
6,756
-840
| -11% | -$94K | 2.59% | 10 |
|
2019
Q1 | $769K | Hold |
7,596
| – | – | 2.62% | 12 |
|
2018
Q4 | $742K | Buy |
7,596
+320
| +4% | +$31.3K | 2.88% | 9 |
|
2018
Q3 | $821K | Hold |
7,276
| – | – | 2.7% | 9 |
|
2018
Q2 | $758K | Hold |
7,276
| – | – | 2.53% | 11 |
|
2018
Q1 | $801K | Sell |
7,276
-270
| -4% | -$29.7K | 2.84% | 9 |
|
2017
Q4 | $807K | Sell |
7,546
-589
| -7% | -$63K | 2.67% | 10 |
|
2017
Q3 | $777K | Buy |
8,135
+740
| +10% | +$70.7K | 2.73% | 10 |
|
2017
Q2 | $676K | Buy |
7,395
+990
| +15% | +$90.5K | 2.78% | 11 |
|
2017
Q1 | $562K | Sell |
6,405
-380
| -6% | -$33.3K | 2.23% | 14 |
|
2016
Q4 | $585K | Sell |
6,785
-24
| -0.4% | -$2.07K | 2.37% | 12 |
|
2016
Q3 | $453K | Buy |
6,809
+280
| +4% | +$18.6K | 1.24% | 18 |
|
2016
Q2 | $405K | Buy |
6,529
+36
| +0.6% | +$2.23K | 1.27% | 20 |
|
2016
Q1 | $385K | Sell |
6,493
-58
| -0.9% | -$3.44K | 1.29% | 18 |
|
2015
Q4 | $433K | Hold |
6,551
| – | – | 1.37% | 18 |
|
2015
Q3 | $399K | Sell |
6,551
-23
| -0.3% | -$1.4K | 1.31% | 19 |
|
2015
Q2 | $445K | Sell |
6,574
-16
| -0.2% | -$1.08K | 1.31% | 19 |
|
2015
Q1 | $399K | Buy |
6,590
+238
| +4% | +$14.4K | 1.16% | 22 |
|
2014
Q4 | $398K | Buy |
6,352
+116
| +2% | +$7.27K | 1.12% | 21 |
|
2014
Q3 | $376K | Sell |
6,236
-36
| -0.6% | -$2.17K | 1.02% | 21 |
|
2014
Q2 | $361K | Buy |
6,272
+64
| +1% | +$3.68K | 0.93% | 25 |
|
2014
Q1 | $377K | Sell |
6,208
-25
| -0.4% | -$1.52K | 1.02% | 21 |
|
2013
Q4 | $365K | Hold |
6,233
| – | – | 0.96% | 24 |
|
2013
Q3 | $322K | Sell |
6,233
-22
| -0.4% | -$1.14K | 0.94% | 26 |
|
2013
Q2 | $330K | Buy |
+6,255
| New | +$330K | 0.95% | 24 |
|