Column Capital Advisors’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
Q3
$1.02M Sell
2023
Q2
$1.07M Sell
2023
Q1
$1.26M Buy
2022
Q4
$1.2M Buy
2022
Q3
$915K Hold
2022
Q2
$986K Buy
2022
Q1
$974K Sell
2021
Q4
$1.14M Buy
2021
Q3
$476K Sell
2021
Q2
$453K Sell
2021
Q1
$449K Sell
2020
Q4
$378K Sell
2020
Q3
$514K Buy
2020
Q2
$421K Buy
2020
Q1
$394K Sell
2019
Q4
$652K Buy