JP Morgan Chase’s Heartland Financial USA, Inc. HTLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-121,244
| Closed | -$7.43M | – | 7875 |
|
|
2024
Q4 | $7.43M | Sell |
121,244
-56,038
| -32% | -$3.51M | ﹤0.01% | 2994 |
|
|
2024
Q3 | $10.1M | Sell |
177,282
-14,775
| -8% | -$773K | ﹤0.01% | 2606 |
|
|
2024
Q2 | $8.54M | Buy |
192,057
+1,095
| +0.6% | +$44.4K | ﹤0.01% | 2589 |
|
|
2024
Q1 | $6.71M | Sell |
190,962
-14,377
| -7% | -$502K | ﹤0.01% | 2836 |
|
|
2023
Q4 | $7.72M | Buy |
205,339
+108,643
| +112% | +$3.43M | ﹤0.01% | 2714 |
|
|
2023
Q3 | $2.85M | Sell |
96,696
-21,917
| -18% | -$681K | ﹤0.01% | 3270 |
|
|
2023
Q2 | $3.31M | Buy |
118,613
+11,754
| +11% | +$365K | ﹤0.01% | 3178 |
|
|
2023
Q1 | $4.1M | Buy |
106,859
+37,862
| +55% | +$1.74M | ﹤0.01% | 2985 |
|
|
2022
Q4 | $3.22M | Sell |
68,997
-4,777
| -6% | -$226K | ﹤0.01% | 3186 |
|
|
2022
Q3 | $3.2M | Sell |
73,774
-2,382
| -3% | -$106K | ﹤0.01% | 3104 |
|
|
2022
Q2 | $3.16M | Buy |
76,156
+10,371
| +16% | +$456K | ﹤0.01% | 3176 |
|
|
2022
Q1 | $3.15M | Buy |
65,785
+30,040
| +84% | +$1.52M | ﹤0.01% | 3392 |
|
|
2021
Q4 | $1.81M | Buy |
35,745
+7,177
| +25% | +$361K | ﹤0.01% | 3933 |
|
|
2021
Q3 | $1.37M | Sell |
28,568
-24,804
| -46% | -$1.15M | ﹤0.01% | 4071 |
|
|
2021
Q2 | $2.51M | Sell |
53,372
-77,287
| -59% | -$3.85M | ﹤0.01% | 3627 |
|
|
2021
Q1 | $6.57M | Buy |
130,659
+54,513
| +72% | +$2.56M | ﹤0.01% | 2751 |
|
|
2020
Q4 | $3.07M | Buy |
76,146
+48,678
| +177% | +$1.83M | ﹤0.01% | 3181 |
|
|
2020
Q3 | $830K | Buy |
27,468
+1,185
| +5% | +$38K | ﹤0.01% | 3744 |
|
|
2020
Q2 | $879K | Sell |
26,283
-26,378
| -50% | -$825K | ﹤0.01% | 3587 |
|
|
2020
Q1 | $1.59M | Buy |
52,661
+41,476
| +371% | +$1.82M | ﹤0.01% | 3115 |
|
|
2019
Q4 | $556K | Sell |
11,185
-63,537
| -85% | -$2.99M | ﹤0.01% | 4182 |
|
|
2019
Q3 | $3.34M | Buy |
74,722
+3,664
| +5% | +$163K | ﹤0.01% | 3037 |
|
|
2019
Q2 | $3.14M | Sell |
71,058
-527
| -0.7% | -$23.3K | ﹤0.01% | 3043 |
|
|
2019
Q1 | $3.05M | Sell |
71,585
-2
| -0% | -$93 | ﹤0.01% | 3019 |
|
|
2018
Q4 | $3.15M | Sell |
71,587
-2,566
| -3% | -$134K | ﹤0.01% | 2937 |
|
|
2018
Q3 | $4.3M | Buy |
74,153
+38
| +0.1% | +$2.26K | ﹤0.01% | 2861 |
|
|
2018
Q2 | $4.07M | Sell |
74,115
-19,124
| -21% | -$1.05M | ﹤0.01% | 2840 |
|
|
2018
Q1 | $4.95M | Buy |
93,239
+291
| +0.3% | +$15.6K | ﹤0.01% | 2580 |
|
|
2017
Q4 | $4.99M | Buy |
92,948
+698
| +0.8% | +$35.3K | ﹤0.01% | 2681 |
|
|
2017
Q3 | $4.56M | Sell |
92,250
-4,000
| -4% | -$183K | ﹤0.01% | 2629 |
|
|
2017
Q2 | $4.53M | Buy |
96,250
+413
| +0.4% | +$19.6K | ﹤0.01% | 2534 |
|
|
2017
Q1 | $4.79M | Sell |
95,837
-54,567
| -36% | -$2.63M | ﹤0.01% | 2460 |
|
|
2016
Q4 | $7.22M | Buy |
150,404
+54,592
| +57% | +$2.27M | ﹤0.01% | 2158 |
|
|
2016
Q3 | $3.46M | Sell |
95,812
-84,321
| -47% | -$3.04M | ﹤0.01% | 2476 |
|
|
2016
Q2 | $6.36M | Sell |
180,133
-9,168
| -5% | -$306K | ﹤0.01% | 2128 |
|
|
2016
Q1 | $5.83M | Buy |
189,301
+7,765
| +4% | +$231K | ﹤0.01% | 2122 |
|
|
2015
Q4 | $5.69M | Sell |
181,536
-381
| -0.2% | -$13.7K | ﹤0.01% | 2142 |
|
|
2015
Q3 | $6.6M | Buy |
181,917
+1,795
| +1% | +$66K | ﹤0.01% | 2048 |
|
|
2015
Q2 | $6.71M | Buy |
180,122
+1,200
| +0.7% | +$41.7K | ﹤0.01% | 2203 |
|
|
2015
Q1 | $5.84M | Buy |
178,922
+37,025
| +26% | +$1.1M | ﹤0.01% | 2245 |
|
|
2014
Q4 | $3.85M | Buy |
141,897
+56,791
| +67% | +$1.45M | ﹤0.01% | 2578 |
|
|
2014
Q3 | $2.03M | Buy |
85,106
+888
| +1% | +$21.4K | ﹤0.01% | 2915 |
|
|
2014
Q2 | $2.08M | Sell |
84,218
-5,016
| -6% | -$125K | ﹤0.01% | 2510 |
|
|
2014
Q1 | $2.41M | Sell |
89,234
-64,442
| -42% | -$1.7M | ﹤0.01% | 2457 |
|
|
2013
Q4 | $4.42M | Sell |
153,676
-42,305
| -22% | -$1.19M | ﹤0.01% | 2245 |
|
|
2013
Q3 | $5.46M | Sell |
195,981
-10,401
| -5% | -$291K | ﹤0.01% | 2122 |
|
|
2013
Q2 | $5.67M | Buy |
+206,382
| New | +$5.39M | ﹤0.01% | 2049 |
|
Other funds holding HTLF
JP Morgan Chase's HTLF Position: Q1 2025 in Review
JP Morgan Chase sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 121,244 shares — an estimated $7.43M sold.
JP Morgan Chase first reported a position in HTLF in Q2 2013 and held it in 47 quarters. The position peaked at $10.1M in Q3 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.
- JP Morgan Chase reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
- JP Morgan Chase sold 121,244 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $7.43M.
- JP Morgan Chase first reported a position in Heartland Financial USA, Inc. in Q2 2013 and held it in 47 quarters.
- JP Morgan Chase's Heartland Financial USA, Inc. position peaked at $10.1M in Q3 2024.
- 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.
Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.