JMPWA
COLM icon

JP Morgan Private Wealth Advisors’s Columbia Sportswear COLM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio COLM Stock Details COLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$201K Sell
2,719
-126
-4% -$9.38K ﹤0.01% 1630
2023
Q2 		$220K Sell
2,845
-2,344
-45% -$189K ﹤0.01% 1361
2023
Q1 		$468K Buy
5,189
+255
+5% +$22.9K ﹤0.01% 1504
2022
Q4 		$432K Buy
4,934
+691
+16% +$55.6K ﹤0.01% 1525
2022
Q3 		$286K Buy
4,243
+193
+5% +$14.1K ﹤0.01% 1668
2022
Q2 		$290K Sell
4,050
-207
-5% -$16.5K ﹤0.01% 1666
2022
Q1 		$385K Sell
4,257
-1,095
-20% -$101K ﹤0.01% 1643
2021
Q4 		$522K Buy
5,352
+1,412
+36% +$141K ﹤0.01% 1534
2021
Q3 		$378K Buy
3,940
+275
+8% +$27.7K ﹤0.01% 1614
2021
Q2 		$361K Sell
3,665
-1
-0% -$105 ﹤0.01% 1617
2021
Q1 		$387K Sell
3,666
-107
-3% -$10.6K ﹤0.01% 1423
2020
Q4 		$330K Buy
3,773
+432
+13% +$37.5K ﹤0.01% 1463
2020
Q3 		$291K Buy
3,341
+219
+7% +$18.2K ﹤0.01% 1374
2020
Q2 		$252K Sell
3,122
-344
-10% -$25.1K ﹤0.01% 1380
2020
Q1 		$242K Buy
3,466
+612
+21% +$52K ﹤0.01% 1216
2019
Q4 		$286K Buy
2,854
+410
+17% +$38.9K ﹤0.01% 1260
2019
Q3 		$237K Sell
2,444
-185
-7% -$18.3K ﹤0.01% 1278
2019
Q2 		$263K Sell
2,629
-465
-15% -$46.1K ﹤0.01% 1197
2019
Q1 		$322K Buy
+3,094
New +$298K ﹤0.01% 1182
2017
Q2 		– Sell
-9,503
Closed -$558K – 1254
2017
Q1 		$558K Buy
9,503
+14
+0.1% +$786 ﹤0.01% 808
2016
Q4 		$553K Buy
9,489
+2,065
+28% +$121K ﹤0.01% 766
2016
Q3 		$421K Buy
7,424
+524
+8% +$29.9K ﹤0.01% 851
2016
Q2 		$397K Buy
6,900
+366
+6% +$21K ﹤0.01% 866
2016
Q1 		$393K Buy
+6,534
New +$359K ﹤0.01% 835

Other funds holding COLM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Private Wealth Advisors's COLM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Columbia Sportswear (COLM) stake by 4.4% in Q3 2023, selling an estimated $9.38K and leaving 2,719 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

JP Morgan Private Wealth Advisors first reported a position in COLM in Q1 2016 and has held it in 24 quarters since. The position peaked at $558K in Q1 2017. 274 funds tracked by Wall St. Rank hold COLM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,719 shares of Columbia Sportswear worth $201K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 126 Columbia Sportswear shares in Q3 2023, an estimated $9.38K.
  • Columbia Sportswear made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1630 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Columbia Sportswear in Q1 2016 and has held it in 24 quarters since.
  • JP Morgan Private Wealth Advisors's Columbia Sportswear position peaked at $558K in Q1 2017.
  • 274 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.