Colonial River Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
6,666
-335
| -5% | -$96.5K | 0.83% | 26 |
|
|
2025
Q1 | $1.72M | Sell |
7,001
-7,353
| -51% | -$1.8M | 0.95% | 25 |
|
|
2024
Q4 | $3.44M | Buy |
14,354
+502
| +4% | +$120K | 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% | -$43.1K | 0.84% | 33 |
|
|
2024
Q1 | $1.58M | Buy |
7,892
+562
| +8% | +$113K | 0.89% | 30 |
|
|
2023
Q4 | $1.25M | Sell |
7,330
-3,947
| -35% | -$671K | 0.74% | 41 |
|
|
2023
Q3 | $1.64M | Buy |
11,277
+8,626
| +325% | +$1.25M | 1.07% | 29 |
|
|
2023
Q2 | $386K | Sell |
2,651
-5,549
| -68% | -$807K | 0.25% | 109 |
|
|
2023
Q1 | $1.07M | Sell |
8,200
-1,114
| -12% | -$145K | 0.63% | 45 |
|
|
2022
Q4 | $1.25M | Buy |
9,314
+460
| +5% | +$61.7K | 0.8% | 37 |
|
|
2022
Q3 | $925K | Buy |
8,854
+5
| +0.1% | +$522 | 0.64% | 45 |
|
|
2022
Q2 | $996K | Buy |
8,849
+1,298
| +17% | +$146K | 0.65% | 42 |
|
|
2022
Q1 | $1.03M | Buy |
7,551
+1,444
| +24% | +$197K | 0.59% | 45 |
|
|
2021
Q4 | $967K | Sell |
6,107
-4,860
| -44% | -$770K | 0.52% | 55 |
|
|
2021
Q3 | $1.83M | Buy |
10,967
+4,718
| +76% | +$786K | 1.29% | 38 |
|
|
2021
Q2 | $972K | Buy |
6,249
+336
| +6% | +$52.3K | 0.69% | 42 |
|
|
2021
Q1 | $900K | Sell |
5,913
-2,569
| -30% | -$391K | 0.73% | 44 |
|
|
2020
Q4 | $1.18K | Buy |
+8,482
| New | +$1.18K | 0.54% | 32 |
|