Heartland Bank & Trust’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 | $3.93M | Sell |
13,550
-406
| -3% | -$118K | 1.84% | 10 |
|
|
2025
Q1 | $3.42M | Sell |
13,956
-4,385
| -24% | -$1.08M | 1.76% | 10 |
|
|
2024
Q4 | $4.4M | Sell |
18,341
-678
| -4% | -$163K | 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% | +$24.5K | 2.2% | 10 |
|
|
2024
Q1 | $3.82M | Sell |
19,085
-607
| -3% | -$122K | 2.22% | 9 |
|
|
2023
Q4 | $3.35M | Sell |
19,692
-1,406
| -7% | -$239K | 2.31% | 9 |
|
|
2023
Q3 | $3.06M | Buy |
21,098
+67
| +0.3% | +$9.72K | 2.41% | 8 |
|
|
2023
Q2 | $3.06M | Sell |
21,031
-1,121
| -5% | -$163K | 2.39% | 8 |
|
|
2023
Q1 | $2.89M | Buy |
22,152
+3,703
| +20% | +$483K | 2.18% | 8 |
|
|
2022
Q4 | $2.47M | Buy |
18,449
+5,927
| +47% | +$795K | 1.83% | 8 |
|
|
2022
Q3 | $1.31M | Sell |
12,522
-264
| -2% | -$27.6K | 1.25% | 17 |
|
|
2022
Q2 | $1.44M | Buy |
12,786
+266
| +2% | +$30K | 1.28% | 16 |
|
|
2022
Q1 | $1.71M | Buy |
12,520
+3,668
| +41% | +$500K | 1.29% | 13 |
|
|
2021
Q4 | $1.4M | Sell |
8,852
-54
| -0.6% | -$8.55K | 1.04% | 23 |
|
|
2021
Q3 | $1.46M | Sell |
8,906
-3,654
| -29% | -$598K | 1.26% | 19 |
|
|
2021
Q2 | $1.95M | Sell |
12,560
-1,136
| -8% | -$177K | 1.8% | 11 |
|
|
2021
Q1 | $2.09M | Sell |
13,696
-364
| -3% | -$55.4K | 1.91% | 10 |
|
|
2020
Q4 | $1.79M | Buy |
+14,060
| New | +$1.79M | 1.59% | 13 |
|