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JPMorgan Chase & Co. shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Coldstream Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2011-09-30 $967k 32k 30.12
2011-06-30 $1.7M 43k 40.95
2011-03-31 $2.0M 44k 46.11
2010-12-31 $1.8M 42k 42.42

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Proshares Tr S&p Mdcp 400 Div (REGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Rusel 2500 Etf (SMMD)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr National Mun Etf (MUB)

View all positions for Coldstream Capital Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
UBS Group
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.