Heartland Bank & Trust Co

Bank

Position in JPM — Jpmorgan Chase & Co

CIK 1866040 BLOOMINGTON, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,898,485

+$665,969 QoQ

Shares Held

18,020

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.13%

of 13F equity value

Holder Rank

#1,943

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Heartland Bank & Trust Co holds $7,606,691 across 3 Banks - Diversified names. JPM ranks #1 (77.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	18,020	$5,898,485
2	C	Citigroup Inc	8,393	$1,174,683
3	WFC	Wells Fargo & Company/Mn	6,456	$533,523

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,898,485	18,020	+1.3%	Shares	Sole	2026-08-12
2026-03-31	$5,232,516	17,788	+38.7%	Shares	Sole	2026-05-06
2025-12-31	$4,132,792	12,826	-1.5%	Shares	Sole	2026-02-03
2025-09-30	$4,107,213	13,021	-3.9%	Shares	Sole	2025-11-10
2025-06-30	$3,928,279	13,550	-2.9%	Shares	Sole	2025-07-25
2025-03-31	$3,423,406	13,956	-23.9%	Shares	Sole	2025-04-22
2024-12-31	$4,396,520	18,341	-3.6%	Shares	Sole	2025-01-22
2024-09-30	$4,010,345	19,019	-1.0%	Shares	Sole	2024-10-22
2024-06-30	$3,884,605	19,206	+0.6%	Shares	Sole	2024-08-21
2024-03-31	$3,822,725	19,085	-3.1%	Shares	Sole	2024-05-17
2023-12-31	$3,349,609	19,692	-6.7%	Shares	Sole	2024-01-23
2023-09-30	$3,059,631	21,098	+0.3%	Shares	Sole	2023-10-12
2023-06-30	$3,058,748	21,031	-5.1%	Shares	Sole	2023-07-19
2023-03-31	$2,886,626	22,152	+20.1%	Shares	Sole	2023-04-17
2022-12-31	$2,474,010	18,449	+47.3%	Shares	Sole	2023-02-09
2022-09-30	$1,308,549	12,522	-2.1%	Shares	Sole	2022-10-11
2022-06-30	$1,439,831	12,786	+2.1%	Shares	Sole	2022-07-12
2022-03-31	$1,706,726	12,520	+41.4%	Shares	Sole	2022-04-12
2021-12-31	$1,401,714	8,852	-0.6%	Shares	Sole	2022-02-04
2021-09-30	$1,457,823	8,906	-29.1%	Shares	Sole	2021-10-18
2021-06-30	$1,953,582	12,560	-8.3%	Shares	Sole	2021-07-30
2021-03-31	$2,084,942	13,696	-2.6%	Shares	Sole	2021-06-21
2020-12-31	$1,786,604	14,060	—	Shares	Sole	2021-06-15
No filing history on record for this holder in this stock.