JP Morgan Chase’s HomeTrust Bancshares HTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.42M | Sell |
57,014
-18,993
| -25% | -$818K | ﹤0.01% | 3960 |
|
|
2025
Q4 | $3.26M | Sell |
76,007
-13,323
| -15% | -$550K | ﹤0.01% | 3698 |
|
|
2025
Q3 | $3.66M | Buy |
89,330
+4,438
| +5% | +$178K | ﹤0.01% | 3625 |
|
|
2025
Q2 | $3.18M | Sell |
84,892
-15,404
| -15% | -$541K | ﹤0.01% | 3552 |
|
|
2025
Q1 | $3.44M | Sell |
100,296
-8,982
| -8% | -$317K | ﹤0.01% | 3467 |
|
|
2024
Q4 | $3.68M | Buy |
109,278
+13,719
| +14% | +$482K | ﹤0.01% | 3635 |
|
|
2024
Q3 | $3.26M | Buy |
95,559
+15,916
| +20% | +$537K | ﹤0.01% | 3568 |
|
|
2024
Q2 | $2.39M | Sell |
79,643
-19,304
| -20% | -$520K | ﹤0.01% | 3627 |
|
|
2024
Q1 | $2.71M | Sell |
98,947
-545
| -0.5% | -$14.3K | ﹤0.01% | 3596 |
|
|
2023
Q4 | $2.68M | Sell |
99,492
-64,115
| -39% | -$1.47M | ﹤0.01% | 3606 |
|
|
2023
Q3 | $3.55M | Sell |
163,607
-11,261
| -6% | -$259K | ﹤0.01% | 3088 |
|
|
2023
Q2 | $3.65M | Sell |
174,868
-8,976
| -5% | -$191K | ﹤0.01% | 3107 |
|
|
2023
Q1 | $4.52M | Buy |
183,844
+1,530
| +0.8% | +$40.4K | ﹤0.01% | 2908 |
|
|
2022
Q4 | $4.41M | Buy |
182,314
+40,708
| +29% | +$976K | ﹤0.01% | 2934 |
|
|
2022
Q3 | $3.13M | Sell |
141,606
-53,315
| -27% | -$1.29M | ﹤0.01% | 3115 |
|
|
2022
Q2 | $4.87M | Buy |
194,921
+46,592
| +31% | +$1.26M | ﹤0.01% | 2813 |
|
|
2022
Q1 | $4.38M | Sell |
148,329
-67,036
| -31% | -$2.07M | ﹤0.01% | 3120 |
|
|
2021
Q4 | $6.67M | Buy |
215,365
+6,355
| +3% | +$193K | ﹤0.01% | 2799 |
|
|
2021
Q3 | $5.85M | Sell |
209,010
-15,486
| -7% | -$426K | ﹤0.01% | 2904 |
|
|
2021
Q2 | $6.26M | Sell |
224,496
-45,648
| -17% | -$1.25M | ﹤0.01% | 2856 |
|
|
2021
Q1 | $6.58M | Sell |
270,144
-41,688
| -13% | -$945K | ﹤0.01% | 2750 |
|
|
2020
Q4 | $6.02M | Buy |
311,832
+117,654
| +61% | +$2.03M | ﹤0.01% | 2639 |
|
|
2020
Q3 | $2.66M | Sell |
194,178
-17,004
| -8% | -$245K | ﹤0.01% | 3030 |
|
|
2020
Q2 | $3.38M | Buy |
211,182
+140,699
| +200% | +$2.12M | ﹤0.01% | 2749 |
|
|
2020
Q1 | $1.12M | Buy |
70,483
+15,011
| +27% | +$352K | ﹤0.01% | 3327 |
|
|
2019
Q4 | $1.49M | Buy |
55,472
+11,581
| +26% | +$304K | ﹤0.01% | 3601 |
|
|
2019
Q3 | $1.14M | Buy |
43,891
+1,593
| +4% | +$40.6K | ﹤0.01% | 3762 |
|
|
2019
Q2 | $1.05M | Buy |
42,298
+4,013
| +10% | +$101K | ﹤0.01% | 3841 |
|
|
2019
Q1 | $965K | Buy |
38,285
+9,811
| +34% | +$262K | ﹤0.01% | 3827 |
|
|
2018
Q4 | $745K | Sell |
28,474
-983
| -3% | -$26.2K | ﹤0.01% | 3913 |
|
|
2018
Q3 | $858K | Sell |
29,457
-2,638
| -8% | -$76.6K | ﹤0.01% | 4007 |
|
|
2018
Q2 | $904K | Sell |
32,095
-1,763
| -5% | -$47.8K | ﹤0.01% | 3883 |
|
|
2018
Q1 | $882K | Sell |
33,858
-3,140
| -8% | -$82.1K | ﹤0.01% | 3743 |
|
|
2017
Q4 | $953K | Buy |
36,998
+1,998
| +6% | +$52.5K | ﹤0.01% | 3756 |
|
|
2017
Q3 | $924K | Sell |
35,000
-3,350
| -9% | -$79.9K | ﹤0.01% | 3559 |
|
|
2017
Q2 | $936K | Sell |
38,350
-8,433
| -18% | -$207K | ﹤0.01% | 3460 |
|
|
2017
Q1 | $1.1M | Buy |
46,783
+20,726
| +80% | +$509K | ﹤0.01% | 3361 |
|
|
2016
Q4 | $675K | Buy |
+26,057
| New | +$567K | ﹤0.01% | 3617 |
|
|
2016
Q3 | – | Sell |
-1,143
| Closed | -$21K | – | 4862 |
|
|
2016
Q2 | $21K | Hold |
1,143
| – | – | ﹤0.01% | 4214 |
|
|
2016
Q1 | $21K | Buy |
+1,143
| New | +$20.9K | ﹤0.01% | 4076 |
|
|
2013
Q4 | – | Sell |
-20,343
| Closed | -$335K | – | 4264 |
|
|
2013
Q3 | $335K | Buy |
+20,343
| New | +$334K | ﹤0.01% | 3823 |
|
Other funds holding HTB
FCM
VCM
PCMF