Coastal Bridge Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $2.42M | Buy |
|
|||||
|
2024
Q3 | $2.06M | Sell |
|
|||||
|
2024
Q2 | $1.98M | Buy |
|
|||||
|
2024
Q1 | $1.9M | Buy |
|
|||||
|
2023
Q4 | $1.62M | Buy |
|
|||||
|
2023
Q3 | $1.38M | Buy |
|
|||||
|
2023
Q2 | $1.33M | Sell |
|
|||||
|
2023
Q1 | $1.49M | Buy |
|
|||||
|
2022
Q4 | $1.52M | Sell |
|
|||||
|
2022
Q3 | $2.82M | Buy |
|
|||||
|
2022
Q2 | $3.04M | Buy |
|
|||||
|
2022
Q1 | $3.54M | Buy |
|
|||||
|
2021
Q4 | $4.07M | Buy |
|
|||||
|
2021
Q3 | $3.86M | Buy |
|
|||||
|
2021
Q2 | $3.67M | Buy |
|
|||||
|
2021
Q1 | $3.44M | Buy |
|
|||||
|
2020
Q4 | $2.79M | Sell |
|
|||||
|
2020
Q3 | $2.24M | Sell |
|
|||||
|
2020
Q2 | $2.35M | Sell |
|
|||||
|
2020
Q1 | $2.26M | Buy |
|
|||||
|
2019
Q4 | $1.17M | Buy |
|
|||||
|
2019
Q3 | $940K | Buy |
|
|||||
|
2019
Q2 | $875K | Sell |
|
|||||
|
2019
Q1 | $894K | Sell |
|
|||||
|
2018
Q4 | $1.25M | Buy |
|
|||||
|
2018
Q3 | $1.38M | Hold |
|
|||||
|
2018
Q2 | $1.27M | Buy |
|
|||||
|
2018
Q1 | $1.27M | Buy |
|
|||||
|
2017
Q4 | $973K | Buy |
|
|||||
|
2017
Q3 | $851K | Hold |
|
|||||
|
2017
Q2 | $814K | Buy |
|
|||||
|
2017
Q1 | $774K | Sell |
|
|||||
|
2016
Q4 | $847K | Buy |
|
|||||
|
2016
Q3 | $532K | Hold |
|
|||||
|
2016
Q2 | $497K | Buy |
|
|||||
|
2016
Q1 | $443K | Sell |
|
|||||
|
2015
Q4 | $501K | Buy |
|