Coastline Trust’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
Q3 | $6.74M | Buy |
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|
2025
Q2 | $6.15M | Sell |
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|
2025
Q1 | $5.27M | Buy |
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|
2024
Q4 | $5.03M | Buy |
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|
2024
Q3 | $4.38M | Sell |
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|
2024
Q2 | $5.29M | Sell |
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|
2024
Q1 | $6.32M | Buy |
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|
2023
Q4 | $3.92M | Buy |
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|
2023
Q3 | $2.96M | Sell |
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|
2023
Q2 | $3.05M | Sell |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $2.06M | Sell |
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|
2022
Q1 | $2.66M | Buy |
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|
2021
Q4 | $3.06M | Buy |
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|
2021
Q3 | $3.16M | Sell |
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|
2021
Q2 | $3.01M | Sell |
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|
2021
Q1 | $2.96M | Sell |
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|
2020
Q4 | $2.47M | Sell |
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|
2020
Q3 | $1.88M | Sell |
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|
2020
Q2 | $1.85M | Buy |
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|
2020
Q1 | $1.75M | Sell |
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|
2019
Q4 | $2.78M | Buy |
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|
2019
Q3 | $2.1M | Sell |
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|
2019
Q2 | $3.79M | Hold |
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|
2019
Q1 | $3.43M | Buy |
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|
2018
Q4 | $3.31M | Buy |
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|
2018
Q3 | $3.4M | Buy |
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|
2018
Q2 | $2.56M | Buy |
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|
2018
Q1 | $2.68M | Buy |
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|
2017
Q4 | $2.45M | Buy |
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|
2017
Q3 | $1.85M | Buy |
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|
2017
Q2 | $1.69M | Buy |
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|
2017
Q1 | $1.55M | Buy |
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|
2016
Q4 | $1.2M | Sell |
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|
2016
Q3 | $983K | Buy |
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|
2016
Q2 | $567K | Buy |
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|
2016
Q1 | $537K | Hold |
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|
2015
Q4 | $599K | Sell |
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|
2015
Q3 | $556K | Buy |
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|
2015
Q2 | $573K | Buy |
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|
2015
Q1 | $427K | Sell |
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|
2014
Q4 | $449K | Buy |
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|
2014
Q3 | $424K | Hold |
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|
2014
Q2 | $405K | Sell |
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|
2014
Q1 | $436K | Buy |
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|
2013
Q4 | $378K | Buy |
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|
2013
Q3 | $303K | Sell |
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|
2013
Q2 | $320K | Buy |
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