JPMorgan Chase & Co’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.9M | Buy |
360,619
+1,941
| +0.5% | +$96.2K | ﹤0.01% | 1799 |
|
2025
Q1 | $16.7M | Buy |
358,678
+16,119
| +5% | +$752K | ﹤0.01% | 1808 |
|
2024
Q4 | $17.3M | Sell |
342,559
-22,151
| -6% | -$1.12M | ﹤0.01% | 1850 |
|
2024
Q3 | $17.3M | Buy |
364,710
+70,206
| +24% | +$3.34M | ﹤0.01% | 1798 |
|
2024
Q2 | $12.2M | Buy |
294,504
+8,441
| +3% | +$350K | ﹤0.01% | 1974 |
|
2024
Q1 | $12.4M | Buy |
286,063
+54,494
| +24% | +$2.36M | ﹤0.01% | 1989 |
|
2023
Q4 | $9.69M | Buy |
231,569
+107,858
| +87% | +$4.51M | ﹤0.01% | 2127 |
|
2023
Q3 | $4.16M | Sell |
123,711
-1,008
| -0.8% | -$33.9K | ﹤0.01% | 2539 |
|
2023
Q2 | $4.22M | Buy |
124,719
+91,279
| +273% | +$3.09M | ﹤0.01% | 2604 |
|
2023
Q1 | $1.2M | Buy |
33,440
+22,952
| +219% | +$821K | ﹤0.01% | 3337 |
|
2022
Q4 | $500K | Sell |
10,488
-2,648
| -20% | -$126K | ﹤0.01% | 3752 |
|
2022
Q3 | $628K | Sell |
13,136
-26
| -0.2% | -$1.24K | ﹤0.01% | 3612 |
|
2022
Q2 | $649K | Sell |
13,162
-1,645
| -11% | -$81.1K | ﹤0.01% | 3734 |
|
2022
Q1 | $872K | Sell |
14,807
-1,642
| -10% | -$96.7K | ﹤0.01% | 3702 |
|
2021
Q4 | $1.02M | Buy |
16,449
+4,158
| +34% | +$257K | ﹤0.01% | 3658 |
|
2021
Q3 | $744K | Sell |
12,291
-161
| -1% | -$9.75K | ﹤0.01% | 3767 |
|
2021
Q2 | $716K | Sell |
12,452
-738
| -6% | -$42.4K | ﹤0.01% | 3815 |
|
2021
Q1 | $747K | Sell |
13,190
-37,083
| -74% | -$2.1M | ﹤0.01% | 3821 |
|
2020
Q4 | $2.28M | Buy |
50,273
+420
| +0.8% | +$19K | ﹤0.01% | 2887 |
|
2020
Q3 | $1.61M | Sell |
49,853
-20
| -0% | -$644 | ﹤0.01% | 2875 |
|
2020
Q2 | $1.69M | Buy |
49,873
+49,600
| +18,168% | +$1.68M | ﹤0.01% | 2765 |
|
2020
Q1 | $8K | Buy |
+273
| New | +$8K | ﹤0.01% | 4477 |
|
2018
Q4 | – | Sell |
-37,212
| Closed | -$1.82M | – | 4900 |
|
2018
Q3 | $1.82M | Sell |
37,212
-2,316
| -6% | -$114K | ﹤0.01% | 2833 |
|
2018
Q2 | $1.94M | Sell |
39,528
-1,971
| -5% | -$96.9K | ﹤0.01% | 2827 |
|
2018
Q1 | $2.09M | Buy |
41,499
+27,416
| +195% | +$1.38M | ﹤0.01% | 2725 |
|
2017
Q4 | $694K | Buy |
14,083
+340
| +2% | +$16.8K | ﹤0.01% | 3220 |
|
2017
Q3 | $645K | Buy |
13,743
+876
| +7% | +$41.1K | ﹤0.01% | 3108 |
|
2017
Q2 | $586K | Buy |
12,867
+2,048
| +19% | +$93.3K | ﹤0.01% | 3097 |
|
2017
Q1 | $485K | Buy |
10,819
+9,237
| +584% | +$414K | ﹤0.01% | 3165 |
|
2016
Q4 | $72K | Buy |
+1,582
| New | +$72K | ﹤0.01% | 3953 |
|
2016
Q1 | – | Sell |
-5,560
| Closed | -$194K | – | 4208 |
|
2015
Q4 | $194K | Buy |
+5,560
| New | +$194K | ﹤0.01% | 3134 |
|