SEC 13F Intelligence

Midwestone Financial Group, Inc. / JPM

Midwestone Financial Group, Inc.’s Jpmorgan Chase & Co Position

Does Midwestone Financial Group, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 29.9K shares worth $10M (+1.07% of its 13F portfolio) as of Q4 2025, down from 30.3K shares the prior filed quarter.

Position Value
$10M
Q4 2025
Shares
29.9K
% of Portfolio
+1.07%
Quarters Held
27
currently held

Position History JPM

Reported value by quarter
Q2 ’19: $5MQ2 ’19Q3 ’19: $5MQ4 ’19: $7MQ1 ’20: $4MQ2 ’20: $1MQ2 ’20Q3 ’20: $4MQ4 ’20: $5MQ1 ’21: $5MQ2 ’21: $6MQ2 ’21Q3 ’21: $6MQ4 ’21: $6MQ1 ’22: $5MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $4MQ1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ1 ’24: $6MQ2 ’24: $6MQ2 ’24Q3 ’24: $6MQ4 ’24: $7MQ1 ’25: $7MQ2 ’25: $9MQ2 ’25Q3 ’25: $10MQ4 ’25: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202529.9K$10M+1.07%
Q3 202530.3K$10M+1.16%
Q2 202530.2K$9M+1.14%
Q1 202530.2K$7M+1.05%
Q4 202430.3K$7M+1.02%
Q3 202430.7K$6M+0.89%
Q2 202430.9K$6M+1.13%
Q1 202431.2K$6M+1.12%
Q4 202331.2K$5M+1.01%
Q3 202333.8K$5M+1.11%
Q2 202335.2K$5M+1.11%
Q1 202335.6K$5M+1.05%
Q4 202233.3K$4M+1.00%
Q3 202236.4K$4M+0.97%
Q2 202236.5K$4M+1.02%
Q1 202233.9K$5M+1.00%
Q4 202135.0K$6M+1.16%
Q3 202135.2K$6M+1.35%
Q2 202135.4K$6M+1.30%
Q1 202134.4K$5M+1.27%
Q4 202036.2K$5M+1.26%
Q3 202041.6K$4M+1.33%
Q2 202014.9K$1M+0.59%
Q1 202045.4K$4M+1.50%
Q4 201947.5K$7M+1.38%
Q3 201940.0K$5M+1.45%
Q2 201941.0K$5M+1.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Midwestone Financial Group, Inc.’s full portfolio or all institutional holders of JPM.