Colony Group, LLC
Holdings in JPM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $969,096,949 | 3,007,563 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $746,638,581 | 2,367,050 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $660,987,842 | 2,279,976 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $547,527,752 | 2,232,074 | Shares | Sole | 2025-05-20 |
| 2024-12-31 | $540,138,543 | 2,253,300 | Shares | Sole | 2025-05-29 |
| 2024-09-30 | $318,385,104 | 1,509,936 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $349,742,126 | 1,729,171 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $163,216,458 | 814,860 | Shares | Sole | 2024-05-16 |
| 2023-12-31 | $94,710,489 | 556,793 | Shares | Sole | 2024-02-15 |