Security National Bank of Sioux City Iowa’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 | $3.35M | Buy |
11,549
+4,520
| +64% | +$1.31M | 2.35% | 9 |
|
|
2025
Q1 | $1.72M | Buy |
7,029
+202
| +3% | +$49.6K | 1.25% | 33 |
|
|
2024
Q4 | $1.64M | Buy |
6,827
+1,994
| +41% | +$478K | 1.15% | 36 |
|
|
2024
Q3 | $1.02M | Buy |
4,833
+2,560
| +113% | +$540K | 0.62% | 60 |
|
|
2024
Q2 | $460K | Hold |
2,273
| – | – | 0.33% | 64 |
|
|
2024
Q1 | $455K | Hold |
2,273
| – | – | 0.32% | 63 |
|
|
2023
Q4 | $387K | Hold |
2,273
| – | – | 0.29% | 68 |
|
|
2023
Q3 | $330K | Hold |
2,273
| – | – | 0.26% | 73 |
|
|
2023
Q2 | $331K | Buy |
+2,273
| New | +$331K | 0.25% | 72 |
|
|
2022
Q4 | $318K | Hold |
2,373
| – | – | 0.24% | 75 |
|
|
2022
Q3 | $248K | Buy |
2,373
+241
| +11% | +$25.2K | 0.22% | 82 |
|
|
2022
Q2 | $240K | Hold |
2,132
| – | – | 0.2% | 81 |
|
|
2022
Q1 | $291K | Sell |
2,132
-1,500
| -41% | -$205K | 0.22% | 77 |
|
|
2021
Q4 | $575K | Hold |
3,632
| – | – | 0.4% | 62 |
|
|
2021
Q3 | $594K | Buy |
3,632
+45
| +1% | +$7.36K | 0.46% | 61 |
|
|
2021
Q2 | $558K | Buy |
3,587
+1,043
| +41% | +$162K | 0.44% | 62 |
|
|
2021
Q1 | $387K | Buy |
2,544
+391
| +18% | +$59.5K | 0.31% | 71 |
|
|
2020
Q4 | $274K | Hold |
2,153
| – | – | 0.23% | 78 |
|
|
2020
Q3 | $208K | Hold |
2,153
| – | – | 0.19% | 78 |
|
|
2020
Q2 | $202K | Buy |
+2,153
| New | +$202K | 0.22% | 79 |
|
|
2020
Q1 | – | Sell |
-2,053
| Closed | -$286K | – | 84 |
|
|
2019
Q4 | $286K | Hold |
2,053
| – | – | 0.28% | 73 |
|
|
2019
Q3 | $242K | Hold |
2,053
| – | – | 0.28% | 75 |
|
|
2019
Q2 | $230K | Hold |
2,053
| – | – | 0.27% | 73 |
|
|
2019
Q1 | $208K | Hold |
2,053
| – | – | 0.24% | 83 |
|
|
2018
Q4 | $200K | Hold |
2,053
| – | – | 0.21% | 75 |
|
|
2018
Q3 | $232K | Hold |
2,053
| – | – | 0.2% | 79 |
|
|
2018
Q2 | $214K | Hold |
2,053
| – | – | 0.2% | 80 |
|
|
2018
Q1 | $226K | Hold |
2,053
| – | – | 0.21% | 75 |
|
|
2017
Q4 | $220K | Buy |
+2,053
| New | +$220K | 0.2% | 78 |
|