JP Morgan Chase
MOFG

JP Morgan Chase’s MidWestOne Financial Group MOFG Stock Holding History

JP Morgan Chase’s Portfolio MOFG Stock Details MOFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-119,067
Closed -$4.58M – 7759
2025
Q4 		$4.58M Sell
119,067
-22,604
-16% -$824K ﹤0.01% 3390
2025
Q3 		$4.01M Buy
141,671
+3,459
+3% +$101K ﹤0.01% 3550
2025
Q2 		$3.98M Buy
138,212
+76,966
+126% +$2.17M ﹤0.01% 3357
2025
Q1 		$1.81M Sell
61,246
-15,904
-21% -$480K ﹤0.01% 3956
2024
Q4 		$2.25M Buy
77,150
+33,720
+78% +$1.03M ﹤0.01% 4062
2024
Q3 		$1.24M Buy
43,430
+15,351
+55% +$417K ﹤0.01% 4333
2024
Q2 		$631K Sell
28,079
-22,950
-45% -$486K ﹤0.01% 4550
2024
Q1 		$1.2M Buy
51,029
+11,369
+29% +$273K ﹤0.01% 4207
2023
Q4 		$1.07M Buy
39,660
+10,399
+36% +$231K ﹤0.01% 4285
2023
Q3 		$595K Sell
29,261
-6,920
-19% -$152K ﹤0.01% 4380
2023
Q2 		$773K Buy
36,181
+23,930
+195% +$497K ﹤0.01% 4237
2023
Q1 		$300K Sell
12,251
-3,646
-23% -$108K ﹤0.01% 4811
2022
Q4 		$505K Sell
15,897
-6,768
-30% -$218K ﹤0.01% 4513
2022
Q3 		$619K Sell
22,665
-263
-1% -$8.05K ﹤0.01% 4324
2022
Q2 		$681K Sell
22,928
-3,082
-12% -$93.2K ﹤0.01% 4360
2022
Q1 		$860K Buy
26,010
+291
+1% +$9.3K ﹤0.01% 4376
2021
Q4 		$834K Sell
25,719
-3,757
-13% -$120K ﹤0.01% 4514
2021
Q3 		$889K Sell
29,476
-16,613
-36% -$485K ﹤0.01% 4402
2021
Q2 		$1.33M Sell
46,089
-9,760
-17% -$300K ﹤0.01% 4104
2021
Q1 		$1.73M Buy
55,849
+9,405
+20% +$267K ﹤0.01% 3826
2020
Q4 		$1.14M Buy
46,444
+33,456
+258% +$764K ﹤0.01% 3869
2020
Q3 		$231K Sell
12,988
-109
-0.8% -$2.06K ﹤0.01% 4291
2020
Q2 		$262K Sell
13,097
-20,109
-61% -$388K ﹤0.01% 4148
2020
Q1 		$696K Buy
33,206
+3,915
+13% +$115K ﹤0.01% 3642
2019
Q4 		$1.06M Buy
29,291
+18,556
+173% +$620K ﹤0.01% 3814
2019
Q3 		$328K Buy
10,735
+5,279
+97% +$155K ﹤0.01% 4378
2019
Q2 		$151K Buy
5,456
+2,734
+100% +$77.4K ﹤0.01% 4777
2019
Q1 		$74K Sell
2,722
-128
-4% -$3.64K ﹤0.01% 4987
2018
Q4 		$71K Sell
2,850
-4,276
-60% -$125K ﹤0.01% 4973
2018
Q3 		$237K Sell
7,126
-15,272
-68% -$512K ﹤0.01% 4621
2018
Q2 		$757K Sell
22,398
-16,237
-42% -$540K ﹤0.01% 3975
2018
Q1 		$1.29M Buy
38,635
+5,057
+15% +$167K ﹤0.01% 3535
2017
Q4 		$1.13M Sell
33,578
-4,405
-12% -$156K ﹤0.01% 3655
2017
Q3 		$1.29M Buy
37,983
+3,223
+9% +$109K ﹤0.01% 3389
2017
Q2 		$1.18M Buy
34,760
+10,181
+41% +$354K ﹤0.01% 3339
2017
Q1 		$843K Buy
24,579
+122
+0.5% +$4.39K ﹤0.01% 3491
2016
Q4 		$920K Buy
+24,457
New +$815K ﹤0.01% 3485

Other funds holding MOFG

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Chase's MOFG Position: Q1 2026 in Review

JP Morgan Chase sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 119,067 shares — an estimated $4.58M sold.

JP Morgan Chase first reported a position in MOFG in Q4 2016 and held it in 37 quarters. The position peaked at $4.58M in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • JP Morgan Chase reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • JP Morgan Chase sold 119,067 MidWestOne Financial Group shares in Q1 2026, an estimated $4.58M.
  • JP Morgan Chase first reported a position in MidWestOne Financial Group in Q4 2016 and held it in 37 quarters.
  • JP Morgan Chase's MidWestOne Financial Group position peaked at $4.58M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.