Colony Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $81.1M | Sell |
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|
2023
Q2 | $82.7M | Buy |
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|
2023
Q1 | $74M | Sell |
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|
2022
Q4 | $83.1M | Buy |
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|
2022
Q3 | $53.2M | Sell |
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|
2022
Q2 | $64.7M | Buy |
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|
2022
Q1 | $72.9M | Buy |
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|
2021
Q4 | $54.9M | Sell |
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|
2021
Q3 | $65.7M | Buy |
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|
2021
Q2 | $61.9M | Sell |
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|
2021
Q1 | $65.1M | Buy |
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|
2020
Q4 | $39.1M | Sell |
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|
2020
Q3 | $37.8M | Buy |
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|
2020
Q2 | $36.7M | Buy |
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|
2020
Q1 | $29.7M | Sell |
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|
2019
Q4 | $46.1M | Buy |
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|
2019
Q3 | $38.7M | Buy |
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|
2019
Q2 | $36.4M | Buy |
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|
2019
Q1 | $30M | Buy |
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|
2018
Q4 | $24.7M | Sell |
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|
2018
Q3 | $29.3M | Sell |
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|
2018
Q2 | $27.7M | Buy |
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|
2018
Q1 | $27.9M | Buy |
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|
2017
Q4 | $25.7M | Sell |
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|
2017
Q3 | $23M | Sell |
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|
2017
Q2 | $22.2M | Sell |
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|
2017
Q1 | $22.1M | Buy |
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|
2016
Q4 | $21.3M | Buy |
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|
2016
Q3 | $15.9M | Sell |
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|
2016
Q2 | $15.1M | Sell |
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|
2016
Q1 | $14.5M | Sell |
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|
2015
Q4 | $16.5M | Buy |
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|
2015
Q3 | $14.7M | Buy |
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|
2015
Q2 | $16.2M | Buy |
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|
2015
Q1 | $13.9M | Sell |
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|
2014
Q4 | $14.9M | Sell |
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|
2014
Q3 | $14.6M | Sell |
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|
2014
Q2 | $14.2M | Sell |
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|
2014
Q1 | $15.1M | Buy |
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|
2013
Q4 | $14.4M | Buy |
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|
2013
Q3 | $12.4M | Sell |
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|
2013
Q2 | $13.5M | Buy |
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