MidWestOne Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.77M | Buy |
30,240
+3
| +0% | +$870 | 1.14% | 13 |
|
|
2025
Q1 | $7.42M | Sell |
30,237
-43
| -0.1% | -$10.5K | 1.05% | 11 |
|
|
2024
Q4 | $7.26M | Sell |
30,280
-404
| -1% | -$96.8K | 1.02% | 11 |
|
|
2024
Q3 | $6.47M | Sell |
30,684
-264
| -0.9% | -$55.7K | 0.89% | 13 |
|
|
2024
Q2 | $6.26M | Sell |
30,948
-294
| -0.9% | -$59.5K | 1.13% | 9 |
|
|
2024
Q1 | $6.26M | Buy |
31,242
+35
| +0.1% | +$7.01K | 1.12% | 8 |
|
|
2023
Q4 | $5.31M | Sell |
31,207
-2,638
| -8% | -$449K | 1.01% | 6 |
|
|
2023
Q3 | $4.91M | Sell |
33,845
-1,397
| -4% | -$203K | 1.11% | 6 |
|
|
2023
Q2 | $5.13M | Sell |
35,242
-358
| -1% | -$52.1K | 1.11% | 5 |
|
|
2023
Q1 | $4.64M | Buy |
35,600
+2,281
| +7% | +$297K | 1.05% | 7 |
|
|
2022
Q4 | $4.47M | Sell |
33,319
-3,121
| -9% | -$419K | 1% | 8 |
|
|
2022
Q3 | $3.81M | Sell |
36,440
-32
| -0.1% | -$3.34K | 0.97% | 9 |
|
|
2022
Q2 | $4.11M | Buy |
36,472
+2,530
| +7% | +$285K | 1.02% | 9 |
|
|
2022
Q1 | $4.63M | Sell |
33,942
-1,093
| -3% | -$149K | 1% | 6 |
|
|
2021
Q4 | $5.55M | Sell |
35,035
-156
| -0.4% | -$24.7K | 1.16% | 5 |
|
|
2021
Q3 | $5.76M | Sell |
35,191
-254
| -0.7% | -$41.6K | 1.35% | 5 |
|
|
2021
Q2 | $5.51M | Buy |
35,445
+1,005
| +3% | +$156K | 1.3% | 5 |
|
|
2021
Q1 | $5.24M | Sell |
34,440
-1,805
| -5% | -$275K | 1.27% | 5 |
|
|
2020
Q4 | $4.61M | Sell |
36,245
-5,314
| -13% | -$675K | 1.26% | 5 |
|
|
2020
Q3 | $4M | Buy |
41,559
+26,623
| +178% | +$2.56M | 1.33% | 6 |
|
|
2020
Q2 | $1.41M | Sell |
14,936
-30,490
| -67% | -$2.87M | 0.59% | 29 |
|
|
2020
Q1 | $4.09M | Sell |
45,426
-2,084
| -4% | -$188K | 1.5% | 5 |
|
|
2019
Q4 | $6.62M | Buy |
47,510
+7,507
| +19% | +$1.05M | 1.38% | 5 |
|
|
2019
Q3 | $4.71M | Sell |
40,003
-1,010
| -2% | -$119K | 1.45% | 4 |
|
|
2019
Q2 | $4.59M | Buy |
+41,013
| New | +$4.59M | 1.26% | 6 |
|