Coldstream Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6M | Buy |
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|
2025
Q1 | $22.4M | Buy |
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|
2024
Q4 | $21.8M | Buy |
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|
2024
Q3 | $19.2M | Buy |
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|
2024
Q2 | $16.6M | Sell |
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|
2024
Q1 | $17.2M | Buy |
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|
2023
Q4 | $14.1M | Buy |
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|
2023
Q3 | $11.6M | Buy |
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|
2023
Q2 | $11.4M | Sell |
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|
2023
Q1 | $10.3M | Sell |
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q2 | $7.77M | Buy |
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|
2022
Q1 | $8.31M | Sell |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $4.9M | Buy |
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|
2021
Q2 | $7.77M | Buy |
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|
2021
Q1 | $7.28M | Sell |
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|
2020
Q4 | $6.95M | Buy |
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|
2020
Q3 | $4.37M | Sell |
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|
2020
Q2 | $4.37M | Buy |
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|
2020
Q1 | $3.6M | Sell |
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|
2019
Q4 | $6.01M | Buy |
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|
2019
Q3 | $5.08M | Sell |
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|
2019
Q2 | $5M | Buy |
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|
2019
Q1 | $4.3M | Sell |
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|
2018
Q4 | $4.21M | Sell |
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|
2018
Q3 | $4.98M | Buy |
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|
2018
Q2 | $4.26M | Sell |
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|
2018
Q1 | $4.56M | Sell |
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|
2017
Q4 | $4.5M | Buy |
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|
2017
Q3 | $3.94M | Sell |
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|
2017
Q2 | $3.81M | Buy |
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|
2017
Q1 | $3.44M | Sell |
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|
2016
Q4 | $3.51M | Buy |
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|
2016
Q3 | $2.48M | Sell |
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|
2016
Q2 | $2.65M | Sell |
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|
2016
Q1 | $3.01M | Sell |
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|
2015
Q4 | $3.41M | Buy |
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|
2015
Q3 | $3.08M | Sell |
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|
2015
Q2 | $3.6M | Buy |
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|
2015
Q1 | $2.65M | Sell |
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|
2014
Q4 | $2.76M | Buy |
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|
2014
Q3 | $2.31M | Buy |
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|
2014
Q2 | $2.15M | Buy |
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|
2014
Q1 | $2.05M | Buy |
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|
2013
Q4 | $1.93M | Buy |
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|
2013
Q3 | $1.69M | Buy |
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|
2013
Q2 | $1.7M | Buy |
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