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Colton Groome Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Colton Groome Financial Advisors’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
Q3 		$2.19M Sell
6,619
-237
-3% -$82.9K 0.51% 36
2026
Q2 		$2.24M Buy
6,856
+522
+8% +$162K 0.54% 37
2026
Q1 		$1.86M Buy
6,334
+132
+2% +$40.1K 0.53% 39
2025
Q4 		$2M Buy
6,202
+516
+9% +$160K 0.57% 34
2025
Q3 		$1.79M Buy
5,686
+83
+1% +$24.7K 0.55% 36
2025
Q2 		$1.62M Buy
5,603
+107
+2% +$27.3K 0.55% 36
2025
Q1 		$1.34M Sell
5,496
-530
-9% -$135K 0.52% 36
2024
Q4 		$1.44M Buy
6,026
+278
+5% +$64.8K 0.55% 39
2024
Q3 		$1.21M Sell
5,748
-222
-4% -$46.8K 0.45% 44
2024
Q2 		$1.21M Sell
5,970
-118
-2% -$23.1K 0.48% 43
2024
Q1 		$1.22M Sell
6,088
-510
-8% -$92K 0.49% 41
2023
Q4 		$1.12M Buy
6,598
+970
+17% +$147K 0.49% 42
2023
Q3 		$816K Sell
5,628
-1,257
-18% -$188K 0.41% 53
2023
Q2 		$1M Buy
6,885
+2,195
+47% +$302K 0.47% 50
2023
Q1 		$611K Buy
+4,690
New +$643K 0.29% 67
2022
Q1 		– Sell
-10,005
Closed -$1.58M – 121
2021
Q4 		$1.58M Buy
10,005
+125
+1% +$20.5K 0.64% 41
2021
Q3 		$1.62M Sell
9,880
-45
-0.5% -$7.05K 0.7% 30
2021
Q2 		$1.54M Buy
+9,925
New +$1.56M 0.71% 32

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Colton Groome Financial Advisors's JPM Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its JPMorgan Chase (JPM) stake by 3.5% in Q3 2026, selling an estimated $82.9K and leaving 6,619 shares worth $2.19M. The position accounts for 0.51% of the portfolio, ranked #36.

Colton Groome Financial Advisors first reported a position in JPM in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.24M in Q2 2026. 254 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Colton Groome Financial Advisors held 6,619 shares of JPMorgan Chase worth $2.19M as of Q3 2026.
  • Colton Groome Financial Advisors sold 237 JPMorgan Chase shares in Q3 2026, an estimated $82.9K.
  • JPMorgan Chase made up 0.51% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #36 holding.
  • Colton Groome Financial Advisors first reported a position in JPMorgan Chase in Q2 2021 and has held it in 18 quarters since.
  • Colton Groome Financial Advisors's JPMorgan Chase position peaked at $2.24M in Q2 2026.
  • 254 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.