SNBOSD
Security National Bank of So Dak’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
9,461
+25
| +0.3% | +$7.25K | 1.49% | 21 |
|
|
2025
Q1 | $2.31M | Buy |
9,436
+617
| +7% | +$151K | 1.31% | 25 |
|
|
2024
Q4 | $2.11M | Buy |
8,819
+5,058
| +134% | +$1.21M | 1.18% | 31 |
|
|
2024
Q3 | $793K | Sell |
3,761
-250
| -6% | -$52.7K | 0.44% | 63 |
|
|
2024
Q2 | $811K | Hold |
4,011
| – | – | 0.49% | 61 |
|
|
2024
Q1 | $803K | Sell |
4,011
-150
| -4% | -$30K | 0.48% | 62 |
|
|
2023
Q4 | $708K | Sell |
4,161
-805
| -16% | -$137K | 0.47% | 58 |
|
|
2023
Q3 | $720K | Sell |
4,966
-200
| -4% | -$29K | 0.53% | 58 |
|
|
2023
Q2 | $751K | Buy |
+5,166
| New | +$751K | 0.54% | 56 |
|
|
2022
Q4 | $796K | Buy |
5,933
+1,800
| +44% | +$241K | 0.58% | 53 |
|
|
2022
Q3 | $432K | Sell |
4,133
-59
| -1% | -$6.17K | 0.39% | 65 |
|
|
2022
Q2 | $472K | Hold |
4,192
| – | – | 0.39% | 65 |
|
|
2022
Q1 | $571K | Hold |
4,192
| – | – | 0.4% | 62 |
|
|
2021
Q4 | $664K | Buy |
4,192
+455
| +12% | +$72.1K | 0.45% | 61 |
|
|
2021
Q3 | $612K | Buy |
3,737
+1,193
| +47% | +$195K | 0.47% | 61 |
|
|
2021
Q2 | $396K | Sell |
2,544
-872
| -26% | -$136K | 0.3% | 69 |
|
|
2021
Q1 | $520K | Sell |
3,416
-1
| -0% | -$152 | 0.43% | 62 |
|
|
2020
Q4 | $434K | Sell |
3,417
-38
| -1% | -$4.83K | 0.38% | 63 |
|
|
2020
Q3 | $333K | Hold |
3,455
| – | – | 0.34% | 64 |
|
|
2020
Q2 | $325K | Hold |
3,455
| – | – | 0.37% | 60 |
|
|
2020
Q1 | $311K | Sell |
3,455
-28
| -0.8% | -$2.52K | 0.41% | 59 |
|
|
2019
Q4 | $486K | Hold |
3,483
| – | – | 0.49% | 59 |
|
|
2019
Q3 | $410K | Sell |
3,483
-36
| -1% | -$4.24K | 0.48% | 58 |
|
|
2019
Q2 | $393K | Hold |
3,519
| – | – | 0.46% | 58 |
|
|
2019
Q1 | $356K | Sell |
3,519
-974
| -22% | -$98.5K | 0.45% | 61 |
|
|
2018
Q4 | $439K | Sell |
4,493
-64
| -1% | -$6.25K | 0.57% | 60 |
|
|
2018
Q3 | $514K | Buy |
4,557
+349
| +8% | +$39.4K | 0.59% | 61 |
|
|
2018
Q2 | $438K | Sell |
4,208
-20
| -0.5% | -$2.08K | 0.51% | 66 |
|
|
2018
Q1 | $465K | Buy |
4,228
+667
| +19% | +$73.4K | 0.53% | 69 |
|
|
2017
Q4 | $381K | Sell |
3,561
-56
| -2% | -$5.99K | 0.41% | 72 |
|
|
2017
Q3 | $345K | Sell |
3,617
-13
| -0.4% | -$1.24K | 0.4% | 72 |
|
|
2017
Q2 | $332K | Sell |
3,630
-18
| -0.5% | -$1.65K | 0.39% | 75 |
|
|
2017
Q1 | $320K | Sell |
3,648
-357
| -9% | -$31.3K | 0.38% | 75 |
|
|
2016
Q4 | $346K | Hold |
4,005
| – | – | 0.42% | 75 |
|
|
2016
Q3 | $267K | Hold |
4,005
| – | – | 0.35% | 72 |
|
|
2016
Q2 | $249K | Hold |
4,005
| – | – | 0.34% | 70 |
|
|
2016
Q1 | $237K | Sell |
4,005
-66
| -2% | -$3.91K | 0.34% | 69 |
|
|
2015
Q4 | $269K | Hold |
4,071
| – | – | 0.38% | 66 |
|
|
2015
Q3 | $248K | Hold |
4,071
| – | – | 0.43% | 63 |
|
|
2015
Q2 | $276K | Sell |
4,071
-757
| -16% | -$51.3K | 0.45% | 61 |
|
|
2015
Q1 | $292K | Sell |
4,828
-401
| -8% | -$24.3K | 0.46% | 62 |
|
|
2014
Q4 | $327K | Hold |
5,229
| – | – | 0.48% | 64 |
|
|
2014
Q3 | $315K | Buy |
5,229
+330
| +7% | +$19.9K | 0.52% | 63 |
|
|
2014
Q2 | $282K | Hold |
4,899
| – | – | 0.46% | 62 |
|
|
2014
Q1 | $297K | Sell |
4,899
-65
| -1% | -$3.94K | 0.5% | 63 |
|
|
2013
Q4 | $290K | Sell |
4,964
-444
| -8% | -$25.9K | 0.49% | 63 |
|
|
2013
Q3 | $280K | Sell |
5,408
-87
| -2% | -$4.5K | 0.52% | 63 |
|
|
2013
Q2 | $290K | Buy |
+5,495
| New | +$290K | 0.5% | 66 |
|