MFG
JPM icon

MidWestOne Financial Group’s JPMorgan Chase JPM Stock Holding History

MidWestOne Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$9.62M Sell
29,866
-449
-1% -$139K 1.07% 15
2025
Q3 		$9.56M Buy
30,315
+75
+0.2% +$22.3K 1.16% 14
2025
Q2 		$8.77M Buy
30,240
+3
+0% +$766 1.14% 13
2025
Q1 		$7.42M Sell
30,237
-43
-0.1% -$11K 1.05% 11
2024
Q4 		$7.26M Sell
30,280
-404
-1% -$94.1K 1.02% 11
2024
Q3 		$6.47M Sell
30,684
-264
-0.9% -$55.6K 0.89% 13
2024
Q2 		$6.26M Sell
30,948
-294
-0.9% -$57.5K 1.13% 9
2024
Q1 		$6.26M Buy
31,242
+35
+0.1% +$6.32K 1.12% 8
2023
Q4 		$5.31M Sell
31,207
-2,638
-8% -$400K 1.01% 6
2023
Q3 		$4.91M Sell
33,845
-1,397
-4% -$209K 1.11% 6
2023
Q2 		$5.13M Sell
35,242
-358
-1% -$49.2K 1.11% 5
2023
Q1 		$4.64M Buy
35,600
+2,281
+7% +$313K 1.05% 7
2022
Q4 		$4.47M Sell
33,319
-3,121
-9% -$395K 1% 8
2022
Q3 		$3.81M Sell
36,440
-32
-0.1% -$3.67K 0.97% 9
2022
Q2 		$4.11M Buy
36,472
+2,530
+7% +$313K 1.02% 9
2022
Q1 		$4.63M Sell
33,942
-1,093
-3% -$161K 1% 6
2021
Q4 		$5.55M Sell
35,035
-156
-0.4% -$25.6K 1.16% 5
2021
Q3 		$5.76M Sell
35,191
-254
-0.7% -$39.8K 1.35% 5
2021
Q2 		$5.51M Buy
35,445
+1,005
+3% +$158K 1.3% 5
2021
Q1 		$5.24M Sell
34,440
-1,805
-5% -$260K 1.27% 5
2020
Q4 		$4.61M Sell
36,245
-5,314
-13% -$594K 1.26% 5
2020
Q3 		$4M Buy
41,559
+26,623
+178% +$2.61M 1.33% 6
2020
Q2 		$1.41M Sell
14,936
-30,490
-67% -$2.89M 0.59% 29
2020
Q1 		$4.09M Sell
45,426
-2,084
-4% -$253K 1.5% 5
2019
Q4 		$6.62M Buy
47,510
+7,507
+19% +$963K 1.38% 5
2019
Q3 		$4.71M Sell
40,003
-1,010
-2% -$114K 1.45% 4
2019
Q2 		$4.58M Buy
+41,013
New +$4.52M 1.26% 6

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MidWestOne Financial Group's JPM Position: Q4 2025 in Review

MidWestOne Financial Group reduced its JPMorgan Chase (JPM) stake by 1.5% in Q4 2025, selling an estimated $139K and leaving 29,866 shares worth $9.62M. The position accounts for 1.07% of the portfolio, ranked #15.

MidWestOne Financial Group first reported a position in JPM in Q2 2019 and has held it in 27 quarters since. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • MidWestOne Financial Group held 29,866 shares of JPMorgan Chase worth $9.62M as of Q4 2025.
  • MidWestOne Financial Group sold 449 JPMorgan Chase shares in Q4 2025, an estimated $139K.
  • JPMorgan Chase made up 1.07% of MidWestOne Financial Group's portfolio in Q4 2025, its #15 holding.
  • MidWestOne Financial Group first reported a position in JPMorgan Chase in Q2 2019 and has held it in 27 quarters since.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.