JP Morgan Private Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $594K | Sell |
29,261
-3,208
| -10% | -$66.9K | ﹤0.01% | 1175 |
|
|
2023
Q2 | $658K | Sell |
32,469
-26,606
| -45% | -$562K | ﹤0.01% | 922 |
|
|
2023
Q1 | $1.27M | Buy |
59,075
+44,049
| +293% | +$1.22M | ﹤0.01% | 1057 |
|
|
2022
Q4 | $453K | Hold |
15,026
| – | – | ﹤0.01% | 1506 |
|
|
2022
Q3 | $434K | Sell |
15,026
-796
| -5% | -$24K | ﹤0.01% | 1523 |
|
|
2022
Q2 | $453K | Sell |
15,822
-255
| -2% | -$7.51K | ﹤0.01% | 1491 |
|
|
2022
Q1 | $519K | Sell |
16,077
-73
| -0.5% | -$2.56K | ﹤0.01% | 1518 |
|
|
2021
Q4 | $528K | Sell |
16,150
-4
| -0% | -$139 | ﹤0.01% | 1528 |
|
|
2021
Q3 | $614K | Buy |
16,154
+551
| +4% | +$19.6K | ﹤0.01% | 1421 |
|
|
2021
Q2 | $602K | Sell |
15,603
-475
| -3% | -$20.2K | ﹤0.01% | 1408 |
|
|
2021
Q1 | $693K | Sell |
16,078
-1,594
| -9% | -$69.5K | ﹤0.01% | 1201 |
|
|
2020
Q4 | $634K | Sell |
17,672
-362
| -2% | -$11.2K | ﹤0.01% | 1201 |
|
|
2020
Q3 | $430K | Buy |
18,034
+76
| +0.4% | +$2.1K | ﹤0.01% | 1217 |
|
|
2020
Q2 | $509K | Hold |
17,958
| – | – | ﹤0.01% | 1084 |
|
|
2020
Q1 | $481K | Sell |
17,958
-2,430
| -12% | -$85.4K | ﹤0.01% | 940 |
|
|
2019
Q4 | $829K | Sell |
20,388
-100
| -0.5% | -$3.89K | ﹤0.01% | 867 |
|
|
2019
Q3 | $756K | Sell |
20,488
-708
| -3% | -$25.3K | ﹤0.01% | 858 |
|
|
2019
Q2 | $767K | Sell |
21,196
-2,542
| -11% | -$90K | ﹤0.01% | 839 |
|
|
2019
Q1 | $776K | Hold |
23,738
| – | – | ﹤0.01% | 871 |
|
|
2018
Q4 | $861K | Sell |
23,738
-5,205
| -18% | -$195K | 0.01% | 797 |
|
|
2018
Q3 | $1.12M | Sell |
28,943
-7,511
| -21% | -$312K | 0.01% | 790 |
|
|
2018
Q2 | $1.49M | Sell |
36,454
-4,336
| -11% | -$185K | 0.01% | 664 |
|
|
2018
Q1 | $1.71M | Buy |
40,790
+162
| +0.4% | +$7.03K | 0.01% | 515 |
|
|
2017
Q4 | $1.76M | Buy |
40,628
+7,275
| +22% | +$317K | 0.01% | 511 |
|
|
2017
Q3 | $1.4M | Sell |
33,353
-390
| -1% | -$15.1K | 0.01% | 541 |
|
|
2017
Q2 | $1.34M | Buy |
33,743
+739
| +2% | +$28.8K | 0.01% | 544 |
|
|
2017
Q1 | $1.29M | Buy |
33,004
+57
| +0.2% | +$2.3K | 0.01% | 564 |
|
|
2016
Q4 | $1.47M | Sell |
32,947
-14,030
| -30% | -$529K | 0.01% | 499 |
|
|
2016
Q3 | $1.54M | Hold |
46,977
| – | – | 0.01% | 495 |
|
|
2016
Q2 | $1.32M | Sell |
46,977
-6
| -0% | -$176 | 0.01% | 526 |
|
|
2016
Q1 | $1.41M | Sell |
46,983
-2,009
| -4% | -$59K | 0.01% | 480 |
|
|
2015
Q4 | $1.59M | Sell |
48,992
-21,700
| -31% | -$725K | 0.02% | 418 |
|
|
2015
Q3 | $2.21M | Sell |
70,692
-6,416
| -8% | -$203K | 0.03% | 319 |
|
|
2015
Q2 | $2.51M | Sell |
77,108
-3,330
| -4% | -$102K | 0.03% | 326 |
|
|
2015
Q1 | $2.33M | Sell |
80,438
-196
| -0.2% | -$5.38K | 0.03% | 351 |
|
|
2014
Q4 | $2.23M | Buy |
80,634
+240
| +0.3% | +$6.46K | 0.03% | 361 |
|
|
2014
Q3 | $2M | Sell |
80,394
-4,645
| -5% | -$120K | 0.03% | 373 |
|
|
2014
Q2 | $2.24M | Sell |
85,039
-1,080
| -1% | -$28.1K | 0.04% | 276 |
|
|
2014
Q1 | $2.46M | Sell |
86,119
-16,320
| -16% | -$441K | 0.04% | 261 |
|
|
2013
Q4 | $2.82M | Sell |
102,439
-6,763
| -6% | -$177K | 0.06% | 221 |
|
|
2013
Q3 | $2.7M | Sell |
109,202
-5,620
| -5% | -$138K | 0.06% | 221 |
|
|
2013
Q2 | $2.73M | Buy |
+114,822
| New | +$2.49M | 0.07% | 215 |
|
Other funds holding COLB
JP Morgan Private Wealth Advisors's COLB Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Columbia Banking Systems (COLB) stake by 9.9% in Q3 2023, selling an estimated $66.9K and leaving 29,261 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.
JP Morgan Private Wealth Advisors first reported a position in COLB in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.82M in Q4 2013. 334 funds tracked by Wall St. Rank hold COLB as of Q3 2023.
- JP Morgan Private Wealth Advisors held 29,261 shares of Columbia Banking Systems worth $594K as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 3,208 Columbia Banking Systems shares in Q3 2023, an estimated $66.9K.
- Columbia Banking Systems made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1175 holding.
- JP Morgan Private Wealth Advisors first reported a position in Columbia Banking Systems in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Columbia Banking Systems position peaked at $2.82M in Q4 2013.
- 334 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.