HTLF Bank’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.7M | Sell |
48,932
-1,780
| -4% | -$427K | 1.33% | 19 |
|
|
2024
Q3 | $10.7M | Sell |
50,712
-2,495
| -5% | -$526K | 1.16% | 19 |
|
|
2024
Q2 | $10.8M | Sell |
53,207
-2,016
| -4% | -$408K | 1.22% | 19 |
|
|
2024
Q1 | $11.1M | Sell |
55,223
-1,380
| -2% | -$276K | 1.27% | 18 |
|
|
2023
Q4 | $9.63M | Buy |
+56,603
| New | +$9.63M | 1.14% | 20 |
|