Colorado Capital Management’s JPMorgan Chase JPM Stock Holding History

Colorado Capital Management’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	$408K	Sell	1,247 -14	-1%	-$4.35K	0.14%	81
2026 Q1	$371K	Hold	1,261	–	–	0.14%	82
2025 Q4	$406K	Buy	1,261 +17	+1%	+$5.26K	0.15%	76
2025 Q3	$392K	Buy	1,244 +551	+80%	+$164K	0.15%	75
2025 Q2	$201K	Buy	+693	New	+$177K	0.09%	98
2020 Q1	–	Sell	-1,666	Closed	-$232K	–	82
2019 Q4	$232K	Buy	+1,666	New	+$214K	0.17%	72
2018 Q4	–	Sell	-2,513	Closed	-$283K	–	86
2018 Q3	$283K	Sell	2,513 -240	-9%	-$27.2K	0.2%	66
2018 Q2	$287K	Buy	2,753 +48	+2%	+$5.27K	0.19%	76
2018 Q1	$297K	Sell	2,705 -357	-12%	-$40.4K	0.2%	68
2017 Q4	$327K	Buy	3,062 +199	+7%	+$20.1K	0.23%	58
2017 Q3	$273K	Hold	2,863	–	–	0.2%	59
2017 Q2	$261K	Buy	2,863 +314	+12%	+$27.1K	0.21%	61
2017 Q1	$224K	Buy	2,549 +75	+3%	+$6.62K	0.19%	66
2016 Q4	$213K	Buy	+2,474	New	+$189K	0.19%	63

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Colorado Capital Management's JPM Position: Q2 2026 in Review

Colorado Capital Management reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $4.35K and leaving 1,247 shares worth $408K. The position accounts for 0.14% of the portfolio, ranked #81.

Colorado Capital Management first reported a position in JPM in Q4 2016 and has held it in 14 quarters since. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Colorado Capital Management held 1,247 shares of JPMorgan Chase worth $408K as of Q2 2026.
Colorado Capital Management sold 14 JPMorgan Chase shares in Q2 2026, an estimated $4.35K.
JPMorgan Chase made up 0.14% of Colorado Capital Management's portfolio in Q2 2026, its #81 holding.
Colorado Capital Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 14 quarters since.
1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.