Colonial Trust Advisors’s Jpmorgan Chase & Co Position
Does Colonial Trust Advisors own Jpmorgan Chase & Co (JPM)? Yes — 110.2K shares worth $32M (+2.52% of its 13F portfolio) as of Q1 2026, down from 111.3K shares the prior filed quarter.
Position Value
$32M
Q1 2026
Shares
110.2K
% of Portfolio
+2.52%
Quarters Held
16
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 110.2K | $32M | +2.52% |
| Q4 2025 | 111.3K | $36M | +2.70% |
| Q3 2025 | 110.6K | $35M | +2.69% |
| Q2 2025 | 110.8K | $32M | +2.65% |
| Q1 2025 | 111.6K | $27M | +2.44% |
| Q4 2024 | 109.9K | $26M | +2.33% |
| Q3 2024 | 112.3K | $24M | +2.05% |
| Q2 2024 | 107.5K | $22M | +2.08% |
| Q1 2024 | 106.8K | $21M | +2.12% |
| Q4 2023 | 105.6K | $18M | +1.91% |
| Q3 2023 | 107.2K | $16M | +1.78% |
| Q2 2023 | 106.4K | $15M | +1.72% |
| Q1 2023 | 106.9K | $14M | +1.64% |
| Q4 2022 | 108.5K | $15M | +1.78% |
| Q3 2022 | 107.9K | $11M | +1.53% |
| Q4 2018 | 92.8K | $9M | +2.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Colonial Trust Advisors’s full portfolio or all institutional holders of JPM.