ISB
Iowa State Bank’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Sell |
67,257
-526
| -0.8% | -$152K | 3.88% | 5 |
|
|
2025
Q1 | $16.6M | Sell |
67,783
-5,094
| -7% | -$1.25M | 3.53% | 5 |
|
|
2024
Q4 | $17.5M | Sell |
72,877
-472
| -0.6% | -$113K | 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% | +$157K | 3.44% | 5 |
|
|
2024
Q1 | $15.2M | Sell |
76,082
-499
| -0.7% | -$100K | 3.37% | 4 |
|
|
2023
Q4 | $13M | Buy |
76,581
+380
| +0.5% | +$64.6K | 3.12% | 6 |
|
|
2023
Q3 | $11.1M | Sell |
76,201
-340
| -0.4% | -$49.3K | 2.87% | 7 |
|
|
2023
Q2 | $11.1M | Sell |
76,541
-1,851
| -2% | -$269K | 2.79% | 7 |
|
|
2023
Q1 | $10.2M | Buy |
78,392
+1,613
| +2% | +$210K | 2.56% | 7 |
|
|
2022
Q4 | $10.3M | Buy |
76,779
+2,964
| +4% | +$397K | 2.59% | 9 |
|
|
2022
Q3 | $7.71M | Buy |
73,815
+2,084
| +3% | +$218K | 2.19% | 12 |
|
|
2022
Q2 | $8.08M | Buy |
71,731
+1,390
| +2% | +$157K | 2.14% | 13 |
|
|
2022
Q1 | $9.59M | Buy |
70,341
+2,913
| +4% | +$397K | 2.22% | 10 |
|
|
2021
Q4 | $10.7M | Buy |
67,428
+5,636
| +9% | +$892K | 2.51% | 8 |
|
|
2021
Q3 | $10.1M | Buy |
61,792
+1,293
| +2% | +$212K | 2.83% | 6 |
|
|
2021
Q2 | $9.41M | Sell |
60,499
-249
| -0.4% | -$38.7K | 2.64% | 7 |
|
|
2021
Q1 | $9.25M | Buy |
60,748
+803
| +1% | +$122K | 2.78% | 6 |
|
|
2020
Q4 | $7.62M | Buy |
59,945
+164
| +0.3% | +$20.8K | 2.52% | 8 |
|
|
2020
Q3 | $5.76M | Buy |
59,781
+3,602
| +6% | +$347K | 2.23% | 13 |
|
|
2020
Q2 | $5.28M | Sell |
56,179
-997
| -2% | -$93.8K | 2.3% | 10 |
|
|
2020
Q1 | $5.15M | Sell |
57,176
-1,507
| -3% | -$136K | 2.42% | 9 |
|
|
2019
Q4 | $8.18M | Sell |
58,683
-61
| -0.1% | -$8.5K | 2.91% | 4 |
|
|
2019
Q3 | $6.91M | Buy |
58,744
+2,357
| +4% | +$277K | 2.62% | 5 |
|
|
2019
Q2 | $6.3M | Sell |
56,387
-405
| -0.7% | -$45.3K | 2.8% | 6 |
|
|
2019
Q1 | $5.75M | Sell |
56,792
-80
| -0.1% | -$8.1K | 2.64% | 8 |
|
|
2018
Q4 | $5.55M | Sell |
56,872
-84
| -0.1% | -$8.2K | 2.8% | 7 |
|
|
2018
Q3 | $6.43M | Sell |
56,956
-873
| -2% | -$98.5K | 2.86% | 5 |
|
|
2018
Q2 | $6.03M | Sell |
57,829
-1,425
| -2% | -$148K | 2.88% | 5 |
|
|
2018
Q1 | $6.52M | Sell |
59,254
-5,222
| -8% | -$574K | 3.17% | 4 |
|
|
2017
Q4 | $6.9M | Sell |
64,476
-896
| -1% | -$95.8K | 3.11% | 4 |
|
|
2017
Q3 | $6.24M | Sell |
65,372
-1,398
| -2% | -$134K | 2.94% | 4 |
|
|
2017
Q2 | $6.1M | Sell |
66,770
-909
| -1% | -$83.1K | 2.92% | 5 |
|
|
2017
Q1 | $5.95M | Sell |
67,679
-429
| -0.6% | -$37.7K | 2.91% | 6 |
|
|
2016
Q4 | $5.88M | Buy |
68,108
+974
| +1% | +$84K | 3.02% | 2 |
|
|
2016
Q3 | $4.47M | Sell |
67,134
-533
| -0.8% | -$35.5K | 2.39% | 17 |
|
|
2016
Q2 | $4.21M | Buy |
67,667
+500
| +0.7% | +$31.1K | 2.28% | 18 |
|
|
2016
Q1 | $3.98M | Buy |
67,167
+425
| +0.6% | +$25.2K | 2.25% | 19 |
|
|
2015
Q4 | $4.41M | Buy |
66,742
+6,153
| +10% | +$406K | 2.61% | 7 |
|
|
2015
Q3 | $3.69M | Sell |
60,589
-451
| -0.7% | -$27.5K | 2.53% | 15 |
|
|
2015
Q2 | $4.14M | Buy |
61,040
+830
| +1% | +$56.2K | 2.61% | 10 |
|
|
2015
Q1 | $3.65M | Buy |
60,210
+820
| +1% | +$49.7K | 2.32% | 19 |
|
|
2014
Q4 | $3.72M | Buy |
59,390
+2,438
| +4% | +$153K | 2.35% | 17 |
|
|
2014
Q3 | $3.43M | Buy |
56,952
+1,185
| +2% | +$71.4K | 2.29% | 19 |
|
|
2014
Q2 | $3.21M | Buy |
55,767
+541
| +1% | +$31.2K | 2.17% | 21 |
|
|
2014
Q1 | $3.35M | Buy |
55,226
+955
| +2% | +$58K | 2.39% | 14 |
|
|
2013
Q4 | $3.17M | Buy |
54,271
+2,000
| +4% | +$117K | 2.33% | 15 |
|
|
2013
Q3 | $2.7M | Buy |
52,271
+2,603
| +5% | +$135K | 2.12% | 20 |
|
|
2013
Q2 | $2.62M | Buy |
+49,668
| New | +$2.62M | 2.16% | 15 |
|