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Iowa State Bank’s JPMorgan Chase JPM Stock Holding History

Iowa State Bank’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
Q2 		$20.1M Sell
61,472
-4,074
-6% -$1.27M 3.36% 7
2026
Q1 		$19.3M Buy
65,546
+1,779
+3% +$540K 3.55% 5
2025
Q4 		$20.5M Sell
63,767
-744
-1% -$230K 3.85% 4
2025
Q3 		$20.3M Sell
64,511
-2,746
-4% -$817K 3.87% 4
2025
Q2 		$19.5M Sell
67,257
-526
-0.8% -$134K 3.88% 5
2025
Q1 		$16.6M Sell
67,783
-5,094
-7% -$1.3M 3.53% 5
2024
Q4 		$17.5M Sell
72,877
-472
-0.6% -$110K 3.63% 4
2024
Q3 		$15.5M Sell
73,349
-3,511
-5% -$740K 3.18% 5
2024
Q2 		$15.5M Buy
76,860
+778
+1% +$152K 3.44% 5
2024
Q1 		$15.2M Sell
76,082
-499
-0.7% -$90K 3.37% 4
2023
Q4 		$13M Buy
76,581
+380
+0.5% +$57.6K 3.12% 6
2023
Q3 		$11.1M Sell
76,201
-340
-0.4% -$51K 2.87% 7
2023
Q2 		$11.1M Sell
76,541
-1,851
-2% -$255K 2.79% 7
2023
Q1 		$10.2M Buy
78,392
+1,613
+2% +$221K 2.56% 7
2022
Q4 		$10.3M Buy
76,779
+2,964
+4% +$376K 2.59% 9
2022
Q3 		$7.71M Buy
73,815
+2,084
+3% +$239K 2.19% 12
2022
Q2 		$8.08M Buy
71,731
+1,390
+2% +$172K 2.14% 13
2022
Q1 		$9.59M Buy
70,341
+2,913
+4% +$430K 2.22% 10
2021
Q4 		$10.7M Buy
67,428
+5,636
+9% +$926K 2.51% 8
2021
Q3 		$10.1M Buy
61,792
+1,293
+2% +$203K 2.83% 6
2021
Q2 		$9.41M Sell
60,499
-249
-0.4% -$39.1K 2.64% 7
2021
Q1 		$9.25M Buy
60,748
+803
+1% +$116K 2.78% 6
2020
Q4 		$7.62M Buy
59,945
+164
+0.3% +$18.3K 2.52% 8
2020
Q3 		$5.75M Buy
59,781
+3,602
+6% +$354K 2.23% 13
2020
Q2 		$5.28M Sell
56,179
-997
-2% -$94.6K 2.3% 10
2020
Q1 		$5.15M Sell
57,176
-1,507
-3% -$183K 2.42% 9
2019
Q4 		$8.18M Sell
58,683
-61
-0.1% -$7.82K 2.91% 4
2019
Q3 		$6.91M Buy
58,744
+2,357
+4% +$267K 2.62% 5
2019
Q2 		$6.3M Sell
56,387
-405
-0.7% -$44.7K 2.8% 6
2019
Q1 		$5.75M Sell
56,792
-80
-0.1% -$8.24K 2.64% 8
2018
Q4 		$5.55M Sell
56,872
-84
-0.1% -$8.95K 2.8% 7
2018
Q3 		$6.43M Sell
56,956
-873
-2% -$99.1K 2.86% 5
2018
Q2 		$6.03M Sell
57,829
-1,425
-2% -$156K 2.88% 5
2018
Q1 		$6.52M Sell
59,254
-5,222
-8% -$591K 3.17% 4
2017
Q4 		$6.89M Sell
64,476
-896
-1% -$90.7K 3.11% 4
2017
Q3 		$6.24M Sell
65,372
-1,398
-2% -$129K 2.94% 4
2017
Q2 		$6.1M Sell
66,770
-909
-1% -$78.4K 2.92% 5
2017
Q1 		$5.95M Sell
67,679
-429
-0.6% -$37.8K 2.91% 6
2016
Q4 		$5.88M Buy
68,108
+974
+1% +$74.3K 3.02% 2
2016
Q3 		$4.47M Sell
67,134
-533
-0.8% -$34.8K 2.39% 17
2016
Q2 		$4.21M Buy
67,667
+500
+0.7% +$31.2K 2.28% 18
2016
Q1 		$3.98M Buy
67,167
+425
+0.6% +$24.8K 2.25% 19
2015
Q4 		$4.41M Buy
66,742
+6,153
+10% +$401K 2.61% 7
2015
Q3 		$3.69M Sell
60,589
-451
-0.7% -$29.5K 2.53% 15
2015
Q2 		$4.14M Buy
61,040
+830
+1% +$54.2K 2.61% 10
2015
Q1 		$3.65M Buy
60,210
+820
+1% +$48.6K 2.32% 19
2014
Q4 		$3.72M Buy
59,390
+2,438
+4% +$147K 2.35% 17
2014
Q3 		$3.43M Buy
56,952
+1,185
+2% +$69.3K 2.29% 19
2014
Q2 		$3.21M Buy
55,767
+541
+1% +$30.4K 2.17% 21
2014
Q1 		$3.35M Buy
55,226
+955
+2% +$55.2K 2.39% 14
2013
Q4 		$3.17M Buy
54,271
+2,000
+4% +$110K 2.33% 15
2013
Q3 		$2.7M Buy
52,271
+2,603
+5% +$140K 2.12% 20
2013
Q2 		$2.62M Buy
+49,668
New +$2.53M 2.16% 15

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Iowa State Bank's JPM Position: Q2 2026 in Review

Iowa State Bank reduced its JPMorgan Chase (JPM) stake by 6.2% in Q2 2026, selling an estimated $1.27M and leaving 61,472 shares worth $20.1M. The position accounts for 3.36% of the portfolio, ranked #7.

Iowa State Bank first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.5M in Q4 2025. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Iowa State Bank held 61,472 shares of JPMorgan Chase worth $20.1M as of Q2 2026.
  • Iowa State Bank sold 4,074 JPMorgan Chase shares in Q2 2026, an estimated $1.27M.
  • JPMorgan Chase made up 3.36% of Iowa State Bank's portfolio in Q2 2026, its #7 holding.
  • Iowa State Bank first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Iowa State Bank's JPMorgan Chase position peaked at $20.5M in Q4 2025.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.