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Coastline Complete Wealth’s JPMorgan Chase JPM Stock Holding History

Coastline Complete Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$259K Buy
+881
New +$267K 0.16% 48

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Coastline Complete Wealth's JPM Position: Q1 2026 in Review

Coastline Complete Wealth opened a new position in JPMorgan Chase (JPM) in Q1 2026: 881 shares worth $259K. The stake represents 0.16% of the portfolio and ranks #48 among its holdings.

5,078 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Coastline Complete Wealth held 881 shares of JPMorgan Chase worth $259K as of Q1 2026.
  • JPMorgan Chase was a new Coastline Complete Wealth position in Q1 2026.
  • JPMorgan Chase made up 0.16% of Coastline Complete Wealth's portfolio in Q1 2026, its #48 holding.
  • 5,078 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.