Colonial River Investments’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 | $1.92M | Sell |
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|
2025
Q1 | $1.72M | Sell |
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|
2024
Q4 | $3.44M | Buy |
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|
2024
Q3 | $2.92M | Buy |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.58M | Buy |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.64M | Buy |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $925K | Buy |
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|
2022
Q2 | $996K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $967K | Sell |
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|
2021
Q3 | $1.83M | Buy |
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|
2021
Q2 | $972K | Buy |
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|
2021
Q1 | $900K | Sell |
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|
2020
Q4 | $1.18K | Buy |
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