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Columbia Asset Management’s JPMorgan Chase JPM Stock Holding History

Columbia Asset 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
2025
Q2 		– Sell
-731,000
Closed -$726K – 200
2025
Q1 		$726K Buy
731,000
+405,000
+124% +$103M 0.14% 111
2024
Q4 		$322K Buy
+326,000
New +$75.9M 0.06% 163

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Columbia Asset Management's JPM Position: Q2 2026 in Review

Columbia Asset Management reduced its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, selling an estimated $399K and leaving 31,797 shares worth $10.4M. The position accounts for 1.81% of the portfolio, ranked #13.

Columbia Asset Management first reported a position in JPM in Q4 2013 and has held it in 37 quarters since. The position peaked at $10.8M in Q4 2025. 1,951 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Columbia Asset Management held 31,797 shares of JPMorgan Chase worth $10.4M as of Q2 2026.
  • Columbia Asset Management sold 1,286 JPMorgan Chase shares in Q2 2026, an estimated $399K.
  • JPMorgan Chase made up 1.81% of Columbia Asset Management's portfolio in Q2 2026, its #13 holding.
  • Columbia Asset Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 37 quarters since.
  • Columbia Asset Management's JPMorgan Chase position peaked at $10.8M in Q4 2025.
  • 1,951 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Columbia Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.