Iowa State Bank’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.3M | Sell |
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|
2025
Q2 | $19.5M | Sell |
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|
2025
Q1 | $16.6M | Sell |
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|
2024
Q4 | $17.5M | Sell |
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|
2024
Q3 | $15.5M | Sell |
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|
2024
Q2 | $15.5M | Buy |
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|
2024
Q1 | $15.2M | Sell |
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|
2023
Q4 | $13M | Buy |
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|
2023
Q3 | $11.1M | Sell |
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|
2023
Q2 | $11.1M | Sell |
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|
2023
Q1 | $10.2M | Buy |
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|
2022
Q4 | $10.3M | Buy |
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|
2022
Q3 | $7.71M | Buy |
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|
2022
Q2 | $8.08M | Buy |
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|
2022
Q1 | $9.59M | Buy |
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|
2021
Q4 | $10.7M | Buy |
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|
2021
Q3 | $10.1M | Buy |
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|
2021
Q2 | $9.41M | Sell |
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|
2021
Q1 | $9.25M | Buy |
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|
2020
Q4 | $7.62M | Buy |
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|
2020
Q3 | $5.75M | Buy |
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|
2020
Q2 | $5.28M | Sell |
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|
2020
Q1 | $5.15M | Sell |
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|
2019
Q4 | $8.18M | Sell |
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|
2019
Q3 | $6.91M | Buy |
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|
2019
Q2 | $6.3M | Sell |
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|
2019
Q1 | $5.75M | Sell |
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|
2018
Q4 | $5.55M | Sell |
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|
2018
Q3 | $6.43M | Sell |
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|
2018
Q2 | $6.03M | Sell |
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|
2018
Q1 | $6.52M | Sell |
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|
2017
Q4 | $6.89M | Sell |
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|
2017
Q3 | $6.24M | Sell |
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|
2017
Q2 | $6.1M | Sell |
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|
2017
Q1 | $5.95M | Sell |
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|
2016
Q4 | $5.88M | Buy |
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|
2016
Q3 | $4.47M | Sell |
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|
2016
Q2 | $4.21M | Buy |
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|
2016
Q1 | $3.98M | Buy |
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|
2015
Q4 | $4.41M | Buy |
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|
2015
Q3 | $3.69M | Sell |
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|
2015
Q2 | $4.14M | Buy |
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|
2015
Q1 | $3.65M | Buy |
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|
2014
Q4 | $3.72M | Buy |
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|
2014
Q3 | $3.43M | Buy |
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|
2014
Q2 | $3.21M | Buy |
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|
2014
Q1 | $3.35M | Buy |
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|
2013
Q4 | $3.17M | Buy |
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|
2013
Q3 | $2.7M | Buy |
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|
2013
Q2 | $2.62M | Buy |
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