Colonial River Investments, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1845859 MIDLOTHIAN, VA

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,025,190

+$85,205 QoQ

Shares Held

6,187

-6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#2,964

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Colonial River Investments, LLC holds $4,838,343 across 3 Banks - Diversified names. JPM ranks #1 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,187	$2,025,190
2	BAC	Bank Of America Corp /De/	27,247	$1,552,534
3	C	Citigroup Inc	9,007	$1,260,619

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,025,190	6,187	-6.2%	Shares	Sole	2026-07-24
2026-03-31	$1,939,985	6,595	+0.5%	Shares	Sole	2026-04-27
2025-12-31	$2,114,407	6,562	-5.1%	Shares	Sole	2026-02-04
2025-09-30	$2,180,252	6,912	+3.7%	Shares	Sole	2025-11-13
2025-06-30	$1,932,540	6,666	-4.8%	Shares	Sole	2025-07-15
2025-03-31	$1,717,345	7,001	-51.2%	Shares	Sole	2025-04-25
2024-12-31	$3,440,797	14,354	+3.6%	Shares	Sole	2025-02-04
2024-09-30	$2,920,832	13,852	+80.4%	Shares	Sole	2024-11-04
2024-06-30	$1,553,154	7,679	-2.7%	Shares	Sole	2024-07-22
2024-03-31	$1,580,767	7,892	+7.7%	Shares	Sole	2024-05-10
2023-12-31	$1,246,833	7,330	-35.0%	Shares	Sole	2024-01-23
2023-09-30	$1,635,390	11,277	+325.4%	Shares	Sole	2023-11-03
2023-06-30	$385,561	2,651	-67.7%	Shares	Sole	2023-08-08
2023-03-31	$1,068,542	8,200	-12.0%	Shares	Sole	2023-05-05
2022-12-31	$1,249,007	9,314	+5.2%	Shares	Sole	2023-02-10
2022-09-30	$925,243	8,854	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$996,485	8,849	+17.2%	Shares	Sole	2022-08-15
2022-03-31	$1,029,352	7,551	+23.6%	Shares	Sole	2022-04-15
2021-12-31	$967,043	6,107	-44.3%	Shares	Sole	2022-02-15
2021-09-30	$1,795,188	10,967	+75.5%	Shares	Sole	2021-10-25
2021-06-30	$971,969	6,249	+5.7%	Shares	Sole	2021-08-13
2021-03-31	$900,135	5,913	-30.3%	Shares	Sole	2021-05-17
2020-12-31	$1,077,807	8,482	—	Shares	Sole	2021-02-19
No filing history on record for this holder in this stock.