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Colonial River Investments, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colonial River Investments, LLC on JPM, newest first. How the timeline and the estimate are built.

Colonial River Investments, LLC held 6,187 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,187 shares
    Change vs previous 13F -408 shares

    0.58% of the 13F portfolio, value $2,025,207.

    13F-HR 0001951757-26-001039 filed by Colonial River Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,595 shares
    Change vs previous 13F +33 shares

    0.69% of the 13F portfolio, value $1,940,000.

    13F-HR 0001951757-26-000743 filed by Colonial River Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,562 shares
    Change vs previous 13F -350 shares

    0.75% of the 13F portfolio, value $2,114,263.

    13F-HR 0001951757-26-000350 filed by Colonial River Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,912 shares
    Change vs previous 13F +246 shares

    0.8% of the 13F portfolio, value $2,180,110.

    13F-HR 0001951757-25-001417 filed by Colonial River Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,666 shares
    Change vs previous 13F -335 shares

    0.83% of the 13F portfolio, value $1,920,988.

    13F-HR 0001951757-25-000858 filed by Colonial River Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,001 shares
    Change vs previous 13F -7,353 shares

    0.95% of the 13F portfolio, value $1,717,345.

    13F-HR 0001951757-25-000449 filed by Colonial River Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,354 shares
    Change vs previous 13F +502 shares

    1.67% of the 13F portfolio, value $3,440,908.

    13F-HR 0001951757-25-000176 filed by Colonial River Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,852 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,920,727.

    13F-HR 0001951757-24-001151 filed by Colonial River Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).