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Colony Group, LLC

SEC CIK
0001542153
Latest filing
Aug 12, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Colony Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
2,913,920
Value
$953.8M
% of portfolio
1.0%
Quarters held
11
Since Q4 2023
Holdings of JPM by Colony Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,913,920$953.8M1.0%−193,567−6.2%ReducedHolders
Q1 20263,107,487$914.6M1.0%+99,924+3.3%AddedHolders
Q4 20253,007,563$967.9M1.1%+640,513+27.1%AddedHolders
Q3 20252,367,050$746.6M1.2%+87,074+3.8%AddedHolders
Q2 20252,279,976$661.0M1.4%+47,902+2.1%AddedHolders
Q1 20252,232,074$547.5M1.4%−21,226−0.9%ReducedHolders
Q4 20242,253,300$540.1M1.4%+743,364+49.2%AddedHolders
Q3 20241,509,936$318.4M1.1%−219,235−12.7%ReducedHolders
Q2 20241,729,171$349.7M1.2%+914,311+112.2%AddedHolders
Q1 2024814,860$163.2M1.3%+258,067+46.3%AddedHolders
Q4 2023556,793$94.7M1.2%–No prior filingHolders