Columbia Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.06M | Buy |
23,847
+2,087
| +10% | +$355K | 1.83% | 11 |
|
|
2023
Q3 | $3.16M | Buy |
21,760
+134
| +0.6% | +$19.4K | 1.83% | 12 |
|
|
2023
Q2 | $3.15M | Buy |
21,626
+1,196
| +6% | +$174K | 1.77% | 12 |
|
|
2023
Q1 | $2.66M | Sell |
20,430
-2,062
| -9% | -$269K | 1.54% | 13 |
|
|
2022
Q4 | $3.02M | Sell |
22,492
-1,922
| -8% | -$258K | 1.68% | 12 |
|
|
2022
Q3 | $2.55M | Buy |
24,414
+782
| +3% | +$81.7K | 1.44% | 14 |
|
|
2022
Q2 | $2.66M | Sell |
23,632
-345
| -1% | -$38.9K | 1.43% | 14 |
|
|
2022
Q1 | $3.02M | Buy |
23,977
+2,355
| +11% | +$297K | 1.42% | 13 |
|
|
2021
Q4 | $3.54M | Hold |
21,622
| – | – | 1.87% | 8 |
|
|
2021
Q3 | $3.54M | Buy |
21,622
+691
| +3% | +$113K | 1.87% | 8 |
|
|
2021
Q2 | $3.26M | Buy |
20,931
+494
| +2% | +$76.8K | 1.85% | 8 |
|
|
2021
Q1 | $3.11M | Buy |
20,437
+1,153
| +6% | +$175K | 1.93% | 9 |
|
|
2020
Q4 | $2.45M | Buy |
+19,284
| New | +$2.45M | 1.7% | 11 |
|
|
2020
Q2 | $1.7M | Buy |
18,122
+1,458
| +9% | +$137K | 1.52% | 15 |
|
|
2020
Q1 | $1.5M | Sell |
16,664
-351
| -2% | -$31.6K | 1.64% | 12 |
|
|
2019
Q4 | $2.37M | Buy |
+17,015
| New | +$2.37M | 2.11% | 7 |
|