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Colonial River Investments’s JPMorgan Chase JPM Stock Holding History

Colonial River Investments’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
Q2 		$2.03M Sell
6,187
-408
-6% -$127K 0.58% 45
2026
Q1 		$1.94M Buy
6,595
+33
+0.5% +$10K 0.69% 29
2025
Q4 		$2.11M Sell
6,562
-350
-5% -$108K 0.75% 27
2025
Q3 		$2.18M Buy
6,912
+246
+4% +$73.2K 0.8% 25
2025
Q2 		$1.92M Sell
6,666
-335
-5% -$85.5K 0.83% 26
2025
Q1 		$1.72M Sell
7,001
-7,353
-51% -$1.87M 0.95% 25
2024
Q4 		$3.44M Buy
14,354
+502
+4% +$117K 1.67% 9
2024
Q3 		$2.92M Buy
13,852
+6,173
+80% +$1.3M 1.45% 12
2024
Q2 		$1.55M Sell
7,679
-213
-3% -$41.6K 0.84% 33
2024
Q1 		$1.58M Buy
7,892
+562
+8% +$101K 0.89% 30
2023
Q4 		$1.25M Sell
7,330
-3,947
-35% -$598K 0.74% 41
2023
Q3 		$1.64M Buy
11,277
+8,626
+325% +$1.29M 1.07% 29
2023
Q2 		$386K Sell
2,651
-5,549
-68% -$763K 0.25% 109
2023
Q1 		$1.07M Sell
8,200
-1,114
-12% -$153K 0.63% 45
2022
Q4 		$1.25M Buy
9,314
+460
+5% +$58.3K 0.8% 37
2022
Q3 		$925K Buy
8,854
+5
+0.1% +$574 0.64% 45
2022
Q2 		$996K Buy
8,849
+1,298
+17% +$161K 0.65% 42
2022
Q1 		$1.03M Buy
7,551
+1,444
+24% +$213K 0.59% 45
2021
Q4 		$967K Sell
6,107
-4,860
-44% -$798K 0.52% 55
2021
Q3 		$1.83M Buy
10,967
+4,718
+76% +$740K 1.29% 38
2021
Q2 		$972K Buy
6,249
+336
+6% +$52.8K 0.69% 42
2021
Q1 		$900K Sell
5,913
-2,569
-30% -$370K 0.73% 44
2020
Q4 		$1.18M Buy
+8,482
New +$948K 0.54% 32

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Colonial River Investments's JPM Position: Q2 2026 in Review

Colonial River Investments reduced its JPMorgan Chase (JPM) stake by 6.2% in Q2 2026, selling an estimated $127K and leaving 6,187 shares worth $2.03M. The position accounts for 0.58% of the portfolio, ranked #45.

Colonial River Investments first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.44M in Q4 2024. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Colonial River Investments held 6,187 shares of JPMorgan Chase worth $2.03M as of Q2 2026.
  • Colonial River Investments sold 408 JPMorgan Chase shares in Q2 2026, an estimated $127K.
  • JPMorgan Chase made up 0.58% of Colonial River Investments's portfolio in Q2 2026, its #45 holding.
  • Colonial River Investments first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Colonial River Investments's JPMorgan Chase position peaked at $3.44M in Q4 2024.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.