Columbia Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.06M | Buy |
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|
2023
Q3 | $3.16M | Buy |
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|
2023
Q2 | $3.15M | Buy |
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|
2023
Q1 | $2.66M | Sell |
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|
2022
Q4 | $3.02M | Sell |
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|
2022
Q3 | $2.55M | Buy |
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|
2022
Q2 | $2.66M | Sell |
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|
2022
Q1 | $3.02M | Buy |
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|
2021
Q4 | $3.54M | Hold |
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|
2021
Q3 | $3.54M | Buy |
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|
2021
Q2 | $3.25M | Buy |
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|
2021
Q1 | $3.11M | Buy |
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|
2020
Q4 | $2.45M | Buy |
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|
2020
Q2 | $1.7M | Buy |
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|
2020
Q1 | $1.5M | Sell |
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|
2019
Q4 | $2.37M | Buy |
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