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Coston McIsaac & Partners’s JPMorgan Chase JPM Stock Holding History

Coston McIsaac & Partners’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
Q2 		$327K Buy
1,001
+1
+0.1% +$311 0.07% 116
2026
Q1 		$294K Hold
1,000
– – 0.07% 117
2025
Q4 		$322K Buy
1,000
+24
+2% +$7.43K 0.07% 112
2025
Q3 		$308K Buy
976
+21
+2% +$6.25K 0.07% 112
2025
Q2 		$277K Sell
955
-283
-23% -$72.2K 0.07% 113
2025
Q1 		$303K Hold
1,238
– – 0.09% 97
2024
Q4 		$296K Hold
1,238
– – 0.09% 99
2024
Q3 		$261 Hold
1,238
– – 0.07% 102
2024
Q2 		$250K Sell
1,238
-20
-2% -$3.91K 0.08% 100
2024
Q1 		$252K Sell
1,258
-52
-4% -$9.38K 0.08% 98
2023
Q4 		$222K Buy
1,310
+44
+3% +$6.67K 0.08% 104
2023
Q3 		$183K Hold
1,266
– – 0.07% 108
2023
Q2 		$184K Buy
1,266
+1
+0.1% +$138 0.06% 120
2023
Q1 		$164K Buy
1,265
+50
+4% +$6.85K 0.06% 127
2022
Q4 		$162 Buy
1,215
+4
+0.3% +$507 0.06% 131
2022
Q3 		$126K Buy
1,211
+4
+0.3% +$459 0.06% 135
2022
Q2 		$136K Buy
+1,207
New +$150K 0.08% 85

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Coston McIsaac & Partners's JPM Position: Q2 2026 in Review

Coston McIsaac & Partners increased its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, buying an estimated $311 and bringing the position to 1,001 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #116.

Coston McIsaac & Partners first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Coston McIsaac & Partners held 1,001 shares of JPMorgan Chase worth $327K as of Q2 2026.
  • Coston McIsaac & Partners bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.07% of Coston McIsaac & Partners's portfolio in Q2 2026, its #116 holding.
  • Coston McIsaac & Partners first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.