Colonial Trust’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 | $15M | Sell |
51,886
-346
| -0.7% | -$100K | 2.19% | 4 |
|
|
2025
Q1 | $12.8M | Sell |
52,232
-1,273
| -2% | -$312K | 1.99% | 5 |
|
|
2024
Q4 | $12.8M | Buy |
53,505
+1,645
| +3% | +$394K | 1.91% | 6 |
|
|
2024
Q3 | $10.9M | Buy |
51,860
+4,614
| +10% | +$973K | 1.69% | 6 |
|
|
2024
Q2 | $9.56M | Buy |
47,246
+3,342
| +8% | +$676K | 1.68% | 7 |
|
|
2024
Q1 | $8.79M | Buy |
43,904
+740
| +2% | +$148K | 1.65% | 7 |
|
|
2023
Q4 | $7.34M | Buy |
43,164
+4,674
| +12% | +$795K | 1.53% | 10 |
|
|
2023
Q3 | $5.58M | Sell |
38,490
-242
| -0.6% | -$35.1K | 1.38% | 12 |
|
|
2023
Q2 | $5.63M | Buy |
38,732
+647
| +2% | +$94.1K | 1.35% | 14 |
|
|
2023
Q1 | $4.96M | Buy |
38,085
+1,664
| +5% | +$217K | 1.26% | 14 |
|
|
2022
Q4 | $4.88M | Sell |
36,421
-2,165
| -6% | -$290K | 1.33% | 15 |
|
|
2022
Q3 | $4.03M | Buy |
+38,586
| New | +$4.03M | 1.29% | 19 |
|