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Heartland Bank & Trust’s JPMorgan Chase JPM Stock Holding History

Heartland Bank & Trust’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 		$5.23M Buy
17,788
+4,962
+39% +$1.51M 1.18% 16
2025
Q4 		$4.13M Sell
12,826
-195
-1% -$60.4K 1.75% 13
2025
Q3 		$4.11M Sell
13,021
-529
-4% -$157K 1.7% 12
2025
Q2 		$3.93M Sell
13,550
-406
-3% -$104K 1.84% 10
2025
Q1 		$3.42M Sell
13,956
-4,385
-24% -$1.12M 1.76% 10
2024
Q4 		$4.4M Sell
18,341
-678
-4% -$158K 2.39% 10
2024
Q3 		$4.01M Sell
19,019
-187
-1% -$39.4K 2.16% 10
2024
Q2 		$3.88M Buy
19,206
+121
+0.6% +$23.7K 2.2% 10
2024
Q1 		$3.82M Sell
19,085
-607
-3% -$110K 2.22% 9
2023
Q4 		$3.35M Sell
19,692
-1,406
-7% -$213K 2.31% 9
2023
Q3 		$3.06M Buy
21,098
+67
+0.3% +$10K 2.41% 8
2023
Q2 		$3.06M Sell
21,031
-1,121
-5% -$154K 2.39% 8
2023
Q1 		$2.89M Buy
22,152
+3,703
+20% +$507K 2.18% 8
2022
Q4 		$2.47M Buy
18,449
+5,927
+47% +$751K 1.83% 8
2022
Q3 		$1.31M Sell
12,522
-264
-2% -$30.3K 1.25% 17
2022
Q2 		$1.44M Buy
12,786
+266
+2% +$33K 1.28% 16
2022
Q1 		$1.71M Buy
12,520
+3,668
+41% +$541K 1.29% 13
2021
Q4 		$1.4M Sell
8,852
-54
-0.6% -$8.87K 1.04% 23
2021
Q3 		$1.46M Sell
8,906
-3,654
-29% -$573K 1.26% 19
2021
Q2 		$1.95M Sell
12,560
-1,136
-8% -$178K 1.8% 11
2021
Q1 		$2.08M Sell
13,696
-364
-3% -$52.4K 1.91% 10
2020
Q4 		$1.79M Buy
+14,060
New +$1.57M 1.59% 13

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

Heartland Bank & Trust's JPM Position: Q1 2026 in Review

Heartland Bank & Trust increased its JPMorgan Chase (JPM) stake by 39% in Q1 2026, buying an estimated $1.51M and bringing the position to 17,788 shares worth $5.23M. The position accounts for 1.18% of the portfolio, ranked #16.

Heartland Bank & Trust first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Heartland Bank & Trust held 17,788 shares of JPMorgan Chase worth $5.23M as of Q1 2026.
  • Heartland Bank & Trust bought 4,962 JPMorgan Chase shares in Q1 2026, an estimated $1.51M.
  • JPMorgan Chase made up 1.18% of Heartland Bank & Trust's portfolio in Q1 2026, its #16 holding.
  • Heartland Bank & Trust first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.