Columbia Asset 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 | $10M | Sell |
34,590
-955
| -3% | -$277K | 1.97% | 9 |
|
|
2025
Q1 | $8.72M | Sell |
35,545
-2,899
| -8% | -$711K | 1.71% | 11 |
|
|
2024
Q4 | $9.22M | Buy |
+38,444
| New | +$9.22M | 1.68% | 9 |
|
|
2021
Q2 | – | Sell |
-47,166
| Closed | -$7.18M | – | 182 |
|
|
2021
Q1 | $7.18M | Buy |
47,166
+750
| +2% | +$114K | 1.3% | 21 |
|
|
2020
Q4 | $5.9M | Buy |
46,416
+1,659
| +4% | +$211K | 1.19% | 26 |
|
|
2020
Q3 | $4.31M | Buy |
44,757
+2,341
| +6% | +$225K | 0.99% | 34 |
|
|
2020
Q2 | $3.99M | Buy |
42,416
+520
| +1% | +$48.9K | 0.96% | 35 |
|
|
2020
Q1 | $3.77M | Buy |
41,896
+2,737
| +7% | +$246K | 0.93% | 35 |
|
|
2019
Q4 | $54.6K | Sell |
39,159
-105
| -0.3% | -$146 | 1.32% | 23 |
|
|
2019
Q3 | $4.62M | Buy |
39,264
+780
| +2% | +$91.8K | 1.2% | 28 |
|
|
2019
Q2 | $4.3M | Buy |
38,484
+412
| +1% | +$46.1K | 1.13% | 28 |
|
|
2019
Q1 | $3.85M | Buy |
38,072
+1,179
| +3% | +$119K | 1.03% | 31 |
|
|
2018
Q4 | $3.6M | Sell |
36,893
-267
| -0.7% | -$26.1K | 1.09% | 30 |
|
|
2018
Q3 | $4.19M | Buy |
37,160
+1,678
| +5% | +$189K | 1.09% | 29 |
|
|
2018
Q2 | $3.7M | Sell |
35,482
-3,096
| -8% | -$323K | 1.08% | 32 |
|
|
2018
Q1 | $4.4M | Buy |
38,578
+1,815
| +5% | +$207K | 1.29% | 24 |
|
|
2017
Q4 | $3.93M | Buy |
36,763
+3
| +0% | +$321 | 1.13% | 30 |
|
|
2017
Q3 | $3.51M | Buy |
36,760
+400
| +1% | +$38.2K | 1.08% | 32 |
|
|
2017
Q2 | $3.32M | Sell |
36,360
-410
| -1% | -$37.5K | 1.07% | 30 |
|
|
2017
Q1 | $3.23M | Sell |
36,770
-1,529
| -4% | -$134K | 1.08% | 31 |
|
|
2016
Q4 | $3.31M | Buy |
38,299
+1,193
| +3% | +$103K | 1.12% | 28 |
|
|
2016
Q3 | $2.47M | Sell |
37,106
-802
| -2% | -$53.4K | 0.87% | 40 |
|
|
2016
Q2 | $2.36M | Buy |
37,908
+1,560
| +4% | +$97K | 0.84% | 40 |
|
|
2016
Q1 | $2.15M | Buy |
36,348
+3,069
| +9% | +$182K | 0.79% | 43 |
|
|
2015
Q4 | $2.2M | Buy |
33,279
+975
| +3% | +$64.4K | 0.88% | 33 |
|
|
2015
Q3 | $1.97M | Buy |
32,304
+1,605
| +5% | +$97.9K | 0.8% | 38 |
|
|
2015
Q2 | $2.08M | Buy |
30,699
+1,500
| +5% | +$102K | 0.79% | 38 |
|
|
2015
Q1 | $1.77M | Buy |
29,199
+2,610
| +10% | +$158K | 0.67% | 42 |
|
|
2014
Q4 | $1.66M | Buy |
26,589
+498
| +2% | +$31.2K | 0.64% | 48 |
|
|
2014
Q3 | $1.57M | Hold |
26,091
| – | – | 0.63% | 47 |
|
|
2014
Q2 | $1.5M | Sell |
26,091
-854
| -3% | -$49.2K | 0.61% | 52 |
|
|
2014
Q1 | $1.64M | Buy |
26,945
+726
| +3% | +$44.1K | 0.71% | 44 |
|
|
2013
Q4 | $1.53M | Buy |
+26,219
| New | +$1.53M | 0.68% | 45 |
|