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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.3M | Sell |
45,295
-1,328
| -3% | -$403K | 0.94% | 25 |
|
|
2025
Q4 | $15M | Buy |
46,623
+1,465
| +3% | +$454K | 1.12% | 16 |
|
|
2025
Q3 | $14.2M | Sell |
45,158
-1,151
| -2% | -$342K | 1.08% | 16 |
|
|
2025
Q2 | $13.4M | Buy |
+46,309
| New | +$11.8M | 1.11% | 16 |
|
|
2025
Q1 | – | Sell |
-10,096
| Closed | -$2.42M | – | 334 |
|
|
2024
Q4 | $2.42M | Buy |
10,096
+334
| +3% | +$77.8K | 0.61% | 41 |
|
|
2024
Q3 | $2.06M | Sell |
9,762
-23
| -0.2% | -$4.84K | 0.51% | 40 |
|
|
2024
Q2 | $1.98M | Buy |
9,785
+288
| +3% | +$56.3K | 0.49% | 40 |
|
|
2024
Q1 | $1.9M | Buy |
9,497
+1
| +0% | +$180 | 0.44% | 41 |
|
|
2023
Q4 | $1.62M | Buy |
9,496
+1
| +0% | +$152 | 0.41% | 44 |
|
|
2023
Q3 | $1.38M | Buy |
9,495
+344
| +4% | +$51.6K | 0.37% | 44 |
|
|
2023
Q2 | $1.33M | Sell |
9,151
-2,264
| -20% | -$311K | 0.33% | 48 |
|
|
2023
Q1 | $1.49M | Buy |
11,415
+101
| +0.9% | +$13.8K | 0.38% | 44 |
|
|
2022
Q4 | $1.52M | Sell |
11,314
-15,676
| -58% | -$1.99M | 0.43% | 45 |
|
|
2022
Q3 | $2.82M | Buy |
26,990
+1
| +0% | +$115 | 0.76% | 30 |
|
|
2022
Q2 | $3.04M | Buy |
26,989
+1,002
| +4% | +$124K | 0.94% | 28 |
|
|
2022
Q1 | $3.54M | Buy |
25,987
+286
| +1% | +$42.2K | 0.82% | 29 |
|
|
2021
Q4 | $4.07M | Buy |
25,701
+2,098
| +9% | +$345K | 0.85% | 26 |
|
|
2021
Q3 | $3.86M | Buy |
23,603
+2
| +0% | +$314 | 0.89% | 21 |
|
|
2021
Q2 | $3.67M | Buy |
23,601
+1,026
| +5% | +$161K | 0.75% | 24 |
|
|
2021
Q1 | $3.44M | Buy |
22,575
+620
| +3% | +$89.2K | 0.63% | 20 |
|
|
2020
Q4 | $2.79M | Sell |
21,955
-1,307
| -6% | -$146K | 0.55% | 26 |
|
|
2020
Q3 | $2.24M | Sell |
23,262
-1,689
| -7% | -$166K | 0.68% | 29 |
|
|
2020
Q2 | $2.35M | Sell |
24,951
-158
| -0.6% | -$15K | 0.75% | 26 |
|
|
2020
Q1 | $2.26M | Buy |
25,109
+16,713
| +199% | +$2.03M | 0.83% | 18 |
|
|
2019
Q4 | $1.17M | Buy |
8,396
+413
| +5% | +$53K | 0.3% | 43 |
|
|
2019
Q3 | $940K | Buy |
7,983
+156
| +2% | +$17.6K | 0.32% | 50 |
|
|
2019
Q2 | $875K | Sell |
7,827
-1,002
| -11% | -$110K | 0.26% | 49 |
|
|
2019
Q1 | $894K | Sell |
8,829
-4,013
| -31% | -$413K | 0.31% | 46 |
|
|
2018
Q4 | $1.25M | Buy |
12,842
+650
| +5% | +$69.3K | 0.5% | 34 |
|
|
2018
Q3 | $1.38M | Hold |
12,192
| – | – | 0.52% | 30 |
|
|
2018
Q2 | $1.27M | Buy |
12,192
+814
| +7% | +$89.3K | 0.51% | 28 |
|
|
2018
Q1 | $1.27M | Buy |
11,378
+2,368
| +26% | +$268K | 0.46% | 27 |
|
|
2017
Q4 | $973K | Buy |
9,010
+100
| +1% | +$10.1K | 0.31% | 40 |
|
|
2017
Q3 | $851K | Hold |
8,910
| – | – | 0.28% | 43 |
|
|
2017
Q2 | $814K | Buy |
8,910
+100
| +1% | +$8.63K | 0.27% | 42 |
|
|
2017
Q1 | $774K | Sell |
8,810
-1,000
| -10% | -$88.2K | 0.26% | 41 |
|
|
2016
Q4 | $847K | Buy |
9,810
+1,815
| +23% | +$138K | 0.33% | 35 |
|
|
2016
Q3 | $532K | Hold |
7,995
| – | – | 0.26% | 31 |
|
|
2016
Q2 | $497K | Buy |
7,995
+508
| +7% | +$31.7K | 0.26% | 35 |
|
|
2016
Q1 | $443K | Sell |
7,487
-101
| -1% | -$5.9K | 0.31% | 34 |
|
|
2015
Q4 | $501K | Buy |
+7,588
| New | +$494K | 0.28% | 31 |
|
Other funds holding JPM
VCM
VPM
Coastal Bridge Advisors's JPM Position: Q1 2026 in Review
Coastal Bridge Advisors reduced its JPMorgan Chase (JPM) stake by 2.8% in Q1 2026, selling an estimated $403K and leaving 45,295 shares worth $13.3M. The position accounts for 0.94% of the portfolio, ranked #25.
Coastal Bridge Advisors first reported a position in JPM in Q4 2015 and has held it in 41 quarters since. The position peaked at $15M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Coastal Bridge Advisors held 45,295 shares of JPMorgan Chase worth $13.3M as of Q1 2026.
- Coastal Bridge Advisors sold 1,328 JPMorgan Chase shares in Q1 2026, an estimated $403K.
- JPMorgan Chase made up 0.94% of Coastal Bridge Advisors's portfolio in Q1 2026, its #25 holding.
- Coastal Bridge Advisors first reported a position in JPMorgan Chase in Q4 2015 and has held it in 41 quarters since.
- Coastal Bridge Advisors's JPMorgan Chase position peaked at $15M in Q4 2025.
- 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.