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Disclosery

COLONY GROUP LLC: JPM position timeline

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

COLONY GROUP LLC held 558,977 JPM shares at 2023-09-30 per its 13F-HR filed 2023-11-14.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 558,977 shares
    Change vs previous 13F -9,589 shares

    1.22% of the 13F portfolio, value $81,063,000.

    13F-HR 0001080628-23-000008 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 568,566 shares
    Change vs previous 13F +586 shares

    1.17% of the 13F portfolio, value $82,692,000.

    13F-HR 0001080628-23-000006 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 567,980 shares
    Change vs previous 13F -51,639 shares

    1.1% of the 13F portfolio, value $74,013,000.

    13F-HR 0001080628-23-000004 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 619,619 shares
    Change vs previous 13F +110,478 shares

    1.17% of the 13F portfolio, value $83,091,000.

    13F-HR 0001080628-23-000002 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 509,141 shares
    Change vs previous 13F -65,212 shares

    0.94% of the 13F portfolio, value $53,205,000.

    13F-HR 0001080628-22-000008 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 574,353 shares
    Change vs previous 13F +39,680 shares

    1.11% of the 13F portfolio, value $64,678,000.

    13F-HR 0001080628-22-000006 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 534,673 shares
    Change vs previous 13F +188,150 shares

    1.09% of the 13F portfolio, value $72,887,000.

    13F-HR 0001080628-22-000004 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 346,523 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $54,872,000.

    13F-HR 0001080628-22-000002 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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