Columbia Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.73M | Sell |
33,083
-579
| -2% | -$176K | 1.85% | 12 |
|
|
2025
Q4 | $10.8M | Sell |
33,662
-689
| -2% | -$213K | 1.93% | 12 |
|
|
2025
Q3 | $10.8M | Sell |
34,351
-239
| -0.7% | -$71.1K | 2.03% | 8 |
|
|
2025
Q2 | $10M | Sell |
34,590
-955
| -3% | -$244K | 1.97% | 9 |
|
|
2025
Q1 | $8.72M | Sell |
35,545
-2,899
| -8% | -$739K | 1.71% | 11 |
|
|
2024
Q4 | $9.22M | Buy |
+38,444
| New | +$8.95M | 1.68% | 9 |
|
|
2021
Q2 | – | Sell |
-47,166
| Closed | -$7.18M | – | 182 |
|
|
2021
Q1 | $7.18M | Buy |
47,166
+750
| +2% | +$108K | 1.3% | 21 |
|
|
2020
Q4 | $5.9M | Buy |
46,416
+1,659
| +4% | +$185K | 1.19% | 26 |
|
|
2020
Q3 | $4.31M | Buy |
44,757
+2,341
| +6% | +$230K | 0.99% | 34 |
|
|
2020
Q2 | $3.99M | Buy |
42,416
+520
| +1% | +$49.3K | 0.96% | 35 |
|
|
2020
Q1 | $3.77M | Buy |
41,896
+2,737
| +7% | +$333K | 0.93% | 35 |
|
|
2019
Q4 | $54.6K | Sell |
39,159
-105
| -0.3% | -$13.5K | 1.32% | 23 |
|
|
2019
Q3 | $4.62M | Buy |
39,264
+780
| +2% | +$88.2K | 1.2% | 28 |
|
|
2019
Q2 | $4.3M | Buy |
38,484
+412
| +1% | +$45.4K | 1.13% | 28 |
|
|
2019
Q1 | $3.85M | Buy |
38,072
+1,179
| +3% | +$121K | 1.03% | 31 |
|
|
2018
Q4 | $3.6M | Sell |
36,893
-267
| -0.7% | -$28.4K | 1.09% | 30 |
|
|
2018
Q3 | $4.19M | Buy |
37,160
+1,678
| +5% | +$190K | 1.09% | 29 |
|
|
2018
Q2 | $3.7M | Sell |
35,482
-3,096
| -8% | -$340K | 1.08% | 32 |
|
|
2018
Q1 | $4.4M | Buy |
38,578
+1,815
| +5% | +$206K | 1.29% | 24 |
|
|
2017
Q4 | $3.93M | Buy |
36,763
+3
| +0% | +$304 | 1.13% | 30 |
|
|
2017
Q3 | $3.51M | Buy |
36,760
+400
| +1% | +$36.9K | 1.08% | 32 |
|
|
2017
Q2 | $3.32M | Sell |
36,360
-410
| -1% | -$35.4K | 1.07% | 30 |
|
|
2017
Q1 | $3.23M | Sell |
36,770
-1,529
| -4% | -$135K | 1.08% | 31 |
|
|
2016
Q4 | $3.31M | Buy |
38,299
+1,193
| +3% | +$91K | 1.12% | 28 |
|
|
2016
Q3 | $2.47M | Sell |
37,106
-802
| -2% | -$52.3K | 0.87% | 40 |
|
|
2016
Q2 | $2.36M | Buy |
37,908
+1,560
| +4% | +$97.4K | 0.84% | 40 |
|
|
2016
Q1 | $2.15M | Buy |
36,348
+3,069
| +9% | +$179K | 0.79% | 43 |
|
|
2015
Q4 | $2.2M | Buy |
33,279
+975
| +3% | +$63.5K | 0.88% | 33 |
|
|
2015
Q3 | $1.97M | Buy |
32,304
+1,605
| +5% | +$105K | 0.8% | 38 |
|
|
2015
Q2 | $2.08M | Buy |
30,699
+1,500
| +5% | +$97.9K | 0.79% | 38 |
|
|
2015
Q1 | $1.77M | Buy |
29,199
+2,610
| +10% | +$155K | 0.67% | 42 |
|
|
2014
Q4 | $1.66M | Buy |
26,589
+498
| +2% | +$30K | 0.64% | 48 |
|
|
2014
Q3 | $1.57M | Hold |
26,091
| – | – | 0.63% | 47 |
|
|
2014
Q2 | $1.5M | Sell |
26,091
-854
| -3% | -$48K | 0.61% | 52 |
|
|
2014
Q1 | $1.64M | Buy |
26,945
+726
| +3% | +$42K | 0.71% | 44 |
|
|
2013
Q4 | $1.53M | Buy |
+26,219
| New | +$1.44M | 0.68% | 45 |
|
Other funds holding JPM
VCM
VPM
Columbia Asset Management's JPM Position: Q1 2026 in Review
Columbia Asset Management reduced its JPMorgan Chase (JPM) stake by 1.7% in Q1 2026, selling an estimated $176K and leaving 33,083 shares worth $9.73M. The position accounts for 1.85% of the portfolio, ranked #12.
Columbia Asset Management first reported a position in JPM in Q4 2013 and has held it in 36 quarters since. The position peaked at $10.8M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Columbia Asset Management held 33,083 shares of JPMorgan Chase worth $9.73M as of Q1 2026.
- Columbia Asset Management sold 579 JPMorgan Chase shares in Q1 2026, an estimated $176K.
- JPMorgan Chase made up 1.85% of Columbia Asset Management's portfolio in Q1 2026, its #12 holding.
- Columbia Asset Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 36 quarters since.
- Columbia Asset Management's JPMorgan Chase position peaked at $10.8M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.