Colorado Capital Management’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 | $201K | Buy |
+693
| New | +$201K | 0.09% | 98 |
|
|
2020
Q1 | – | Sell |
-1,666
| Closed | -$232K | – | 82 |
|
|
2019
Q4 | $232K | Buy |
+1,666
| New | +$232K | 0.17% | 72 |
|
|
2018
Q4 | – | Sell |
-2,513
| Closed | -$283K | – | 86 |
|
|
2018
Q3 | $283K | Sell |
2,513
-240
| -9% | -$27K | 0.2% | 66 |
|
|
2018
Q2 | $287K | Buy |
2,753
+48
| +2% | +$5K | 0.19% | 76 |
|
|
2018
Q1 | $297K | Sell |
2,705
-357
| -12% | -$39.2K | 0.2% | 68 |
|
|
2017
Q4 | $327K | Buy |
3,062
+199
| +7% | +$21.3K | 0.23% | 58 |
|
|
2017
Q3 | $273K | Hold |
2,863
| – | – | 0.2% | 59 |
|
|
2017
Q2 | $261K | Buy |
2,863
+314
| +12% | +$28.6K | 0.21% | 61 |
|
|
2017
Q1 | $224K | Buy |
2,549
+75
| +3% | +$6.59K | 0.19% | 66 |
|
|
2016
Q4 | $213K | Buy |
+2,474
| New | +$213K | 0.19% | 63 |
|