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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.5M | Buy |
28,903
+1,090
| +4% | +$331K | 0.84% | 30 |
|
|
2025
Q4 | $8.96M | Buy |
27,813
+6,447
| +30% | +$2M | 0.84% | 29 |
|
|
2025
Q3 | $6.74M | Buy |
21,366
+141
| +0.7% | +$41.9K | 0.72% | 31 |
|
|
2025
Q2 | $6.15M | Sell |
21,225
-256
| -1% | -$65.3K | 0.7% | 32 |
|
|
2025
Q1 | $5.27M | Buy |
21,481
+479
| +2% | +$122K | 0.66% | 35 |
|
|
2024
Q4 | $5.03M | Buy |
21,002
+228
| +1% | +$53.1K | 0.59% | 37 |
|
|
2024
Q3 | $4.38M | Sell |
20,774
-5,395
| -21% | -$1.14M | 0.51% | 46 |
|
|
2024
Q2 | $5.29M | Sell |
26,169
-5,375
| -17% | -$1.05M | 0.62% | 34 |
|
|
2024
Q1 | $6.32M | Buy |
31,544
+8,517
| +37% | +$1.54M | 0.76% | 30 |
|
|
2023
Q4 | $3.92M | Buy |
23,027
+2,595
| +13% | +$393K | 0.52% | 48 |
|
|
2023
Q3 | $2.96M | Sell |
20,432
-533
| -3% | -$79.9K | 0.44% | 58 |
|
|
2023
Q2 | $3.05M | Sell |
20,965
-794
| -4% | -$109K | 0.43% | 67 |
|
|
2023
Q1 | $2.84M | Buy |
21,759
+167
| +0.8% | +$22.9K | 0.42% | 73 |
|
|
2022
Q4 | $2.9M | Buy |
21,592
+3,919
| +22% | +$497K | 0.43% | 68 |
|
|
2022
Q3 | $1.85M | Sell |
17,673
-574
| -3% | -$65.9K | 0.3% | 111 |
|
|
2022
Q2 | $2.06M | Sell |
18,247
-1,274
| -7% | -$158K | 0.3% | 112 |
|
|
2022
Q1 | $2.66M | Buy |
19,521
+170
| +0.9% | +$25.1K | 0.32% | 104 |
|
|
2021
Q4 | $3.06M | Buy |
19,351
+30
| +0.2% | +$4.93K | 0.35% | 99 |
|
|
2021
Q3 | $3.16M | Sell |
19,321
-40
| -0.2% | -$6.27K | 0.39% | 89 |
|
|
2021
Q2 | $3.01M | Sell |
19,361
-52
| -0.3% | -$8.17K | 0.37% | 94 |
|
|
2021
Q1 | $2.96M | Sell |
19,413
-44
| -0.2% | -$6.33K | 0.38% | 93 |
|
|
2020
Q4 | $2.47M | Sell |
19,457
-80
| -0.4% | -$8.94K | 0.33% | 105 |
|
|
2020
Q3 | $1.88M | Sell |
19,537
-115
| -0.6% | -$11.3K | 0.28% | 122 |
|
|
2020
Q2 | $1.85M | Buy |
19,652
+160
| +0.8% | +$15.2K | 0.29% | 116 |
|
|
2020
Q1 | $1.75M | Sell |
19,492
-445
| -2% | -$54.1K | 0.32% | 110 |
|
|
2019
Q4 | $2.78M | Buy |
19,937
+2,128
| +12% | +$273K | 0.39% | 96 |
|
|
2019
Q3 | $2.1M | Sell |
17,809
-16,108
| -47% | -$1.82M | 0.31% | 124 |
|
|
2019
Q2 | $3.79M | Hold |
33,917
| – | – | 0.55% | 57 |
|
|
2019
Q1 | $3.43M | Buy |
33,917
+17
| +0.1% | +$1.75K | 0.51% | 63 |
|
|
2018
Q4 | $3.31M | Buy |
33,900
+3,776
| +13% | +$402K | 0.57% | 57 |
|
|
2018
Q3 | $3.4M | Buy |
30,124
+5,500
| +22% | +$624K | 0.49% | 64 |
|
|
2018
Q2 | $2.56M | Buy |
24,624
+230
| +0.9% | +$25.2K | 0.39% | 89 |
|
|
2018
Q1 | $2.68M | Buy |
24,394
+1,515
| +7% | +$172K | 0.41% | 86 |
|
|
2017
Q4 | $2.45M | Buy |
22,879
+3,540
| +18% | +$358K | 0.37% | 98 |
|
|
2017
Q3 | $1.85M | Buy |
19,339
+842
| +5% | +$77.6K | 0.32% | 116 |
|
|
2017
Q2 | $1.69M | Buy |
18,497
+809
| +5% | +$69.8K | 0.31% | 116 |
|
|
2017
Q1 | $1.55M | Buy |
17,688
+3,801
| +27% | +$335K | 0.29% | 123 |
|
|
2016
Q4 | $1.2M | Sell |
13,887
-870
| -6% | -$66.3K | 0.24% | 137 |
|
|
2016
Q3 | $983K | Buy |
14,757
+5,640
| +62% | +$368K | 0.19% | 152 |
|
|
2016
Q2 | $567K | Buy |
9,117
+50
| +0.6% | +$3.12K | 0.11% | 201 |
|
|
2016
Q1 | $537K | Hold |
9,067
| – | – | 0.11% | 199 |
|
|
2015
Q4 | $599K | Sell |
9,067
-51
| -0.6% | -$3.32K | 0.13% | 184 |
|
|
2015
Q3 | $556K | Buy |
9,118
+675
| +8% | +$44.2K | 0.13% | 190 |
|
|
2015
Q2 | $573K | Buy |
8,443
+1,400
| +20% | +$91.4K | 0.12% | 197 |
|
|
2015
Q1 | $427K | Sell |
7,043
-135
| -2% | -$8K | 0.09% | 215 |
|
|
2014
Q4 | $449K | Buy |
7,178
+150
| +2% | +$9.03K | 0.09% | 210 |
|
|
2014
Q3 | $424K | Hold |
7,028
| – | – | 0.11% | 174 |
|
|
2014
Q2 | $405K | Sell |
7,028
-155
| -2% | -$8.71K | 0.11% | 170 |
|
|
2014
Q1 | $436K | Buy |
7,183
+725
| +11% | +$41.9K | 0.12% | 170 |
|
|
2013
Q4 | $378K | Buy |
6,458
+600
| +10% | +$32.9K | 0.1% | 174 |
|
|
2013
Q3 | $303K | Sell |
5,858
-200
| -3% | -$10.7K | 0.09% | 179 |
|
|
2013
Q2 | $320K | Buy |
+6,058
| New | +$308K | 0.1% | 171 |
|
Other funds holding JPM
VCM
VPM
