Colonial Trust Advisors

SEC CIK: 0001567993
Latest filing: Aug 11, 2026

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JPM holding history

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

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 110,940
Value: $36.3M
% of portfolio: 2.5%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Colonial Trust Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	110,940	$36.3M	2.5%	+718+0.7%	Added	Holders
Q1 2026	110,222	$32.4M	2.5%	−1,109−1.0%	Reduced	Holders
Q4 2025	111,331	$35.9M	2.7%	+695+0.6%	Added	Holders
Q3 2025	110,636	$34.9M	2.7%	−147−0.1%	Reduced	Holders
Q2 2025	110,783	$32.1M	2.7%	−853−0.8%	Reduced	Holders
Q1 2025	111,636	$27.4M	2.4%	+1,766+1.6%	Added	Holders
Q4 2024	109,870	$26.3M	2.3%	−2,386−2.1%	Reduced	Holders
Q3 2024	112,256	$23.7M	2.0%	+4,741+4.4%	Added	Holders
Q2 2024	107,515	$21.7M	2.1%	+687+0.6%	Added	Holders
Q1 2024	106,828	$21.4M	2.1%	+1,206+1.1%	Added	Holders
Q4 2023	105,622	$18.0M	1.9%	−1,541−1.4%	Reduced	Holders
Q3 2023	107,163	$15.5M	1.8%	+730+0.7%	Added	Holders
Q2 2023	106,433	$15.5M	1.7%	−460−0.4%	Reduced	Holders
Q1 2023	106,893	$13.9M	1.6%	−1,595−1.5%	Reduced	Holders
Q4 2022	108,488	$14.5M	1.8%	+631+0.6%	Added	Holders
Q3 2022	107,857	$11.3M	1.5%	+4,281+4.1%	Added	Holders
Q2 2022	103,576	$11.7M	1.6%	−665−0.6%	Reduced	Holders
Q1 2022	104,241	$14.2M	1.7%	+1,562+1.5%	Added	Holders
Q4 2021	102,679	$16.3M	1.8%	−759−0.7%	Reduced	Holders
Q3 2021	103,438	$16.9M	2.1%	−928−0.9%	Reduced	Holders
Q2 2021	104,366	$16.2M	2.0%	−614−0.6%	Reduced	Holders
Q1 2021	104,980	$16.0M	2.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.