Security National Bank of Sioux City Iowa’s JPMorgan Chase JPM Stock Holding History

Security National Bank of Sioux City Iowa’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
2026 Q1	$2.07M	Sell	7,024 -56	-0.8%	-$17K	1.22%	25
2025 Q4	$2.28M	Sell	7,080 -4	-0.1%	-$1.24K	1.46%	21
2025 Q3	$2.23M	Sell	7,084 -4,465	-39%	-$1.33M	1.45%	22
2025 Q2	$3.35M	Buy	11,549 +4,520	+64%	+$1.15M	2.35%	9
2025 Q1	$1.72M	Buy	7,029 +202	+3%	+$51.5K	1.25%	33
2024 Q4	$1.64M	Buy	6,827 +1,994	+41%	+$464K	1.15%	36
2024 Q3	$1.02M	Buy	4,833 +2,560	+113%	+$539K	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	+$313K	0.25%	72
2022 Q4	$318K	Hold	2,373	–	–	0.24%	75
2022 Q3	$248K	Buy	2,373 +241	+11%	+$27.7K	0.22%	82
2022 Q2	$240K	Hold	2,132	–	–	0.2%	81
2022 Q1	$291K	Sell	2,132 -1,500	-41%	-$221K	0.22%	77
2021 Q4	$575K	Hold	3,632	–	–	0.4%	62
2021 Q3	$594K	Buy	3,632 +45	+1%	+$7.05K	0.46%	61
2021 Q2	$558K	Buy	3,587 +1,043	+41%	+$164K	0.44%	62
2021 Q1	$387K	Buy	2,544 +391	+18%	+$56.3K	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	+$204K	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	+$208K	0.2%	78

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Security National Bank of Sioux City Iowa's JPM Position: Q1 2026 in Review

Security National Bank of Sioux City Iowa reduced its JPMorgan Chase (JPM) stake by 0.79% in Q1 2026, selling an estimated $17K and leaving 7,024 shares worth $2.07M. The position accounts for 1.22% of the portfolio, ranked #25.

Security National Bank of Sioux City Iowa first reported a position in JPM in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.35M in Q2 2025. 5,070 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Security National Bank of Sioux City Iowa held 7,024 shares of JPMorgan Chase worth $2.07M as of Q1 2026.
Security National Bank of Sioux City Iowa sold 56 JPMorgan Chase shares in Q1 2026, an estimated $17K.
JPMorgan Chase made up 1.22% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #25 holding.
Security National Bank of Sioux City Iowa first reported a position in JPMorgan Chase in Q4 2017 and has held it in 32 quarters since.
Security National Bank of Sioux City Iowa's JPMorgan Chase position peaked at $3.35M in Q2 2025.
5,070 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2026, filed 15 May 2026.