JP Morgan Chase’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $468K | Buy |
6,081
+238
| +4% | +$17.9K | ﹤0.01% | 5164 |
|
|
2026
Q1 | $434K | Buy |
5,843
+79
| +1% | +$7.14K | ﹤0.01% | 5112 |
|
|
2025
Q4 | $660K | Sell |
5,764
-53
| -0.9% | -$5.78K | ﹤0.01% | 4864 |
|
|
2025
Q3 | $629K | Sell |
5,817
-827
| -12% | -$87.7K | ﹤0.01% | 4894 |
|
|
2025
Q2 | $644K | Buy |
6,644
+149
| +2% | +$12.8K | ﹤0.01% | 4642 |
|
|
2025
Q1 | $587K | Sell |
6,495
-114,974
| -95% | -$10M | ﹤0.01% | 4675 |
|
|
2024
Q4 | $10.3M | Buy |
121,469
+4,388
| +4% | +$306K | ﹤0.01% | 2662 |
|
|
2024
Q3 | $6.32M | Buy |
117,081
+33,964
| +41% | +$1.7M | ﹤0.01% | 3043 |
|
|
2024
Q2 | $3.84M | Sell |
83,117
-19,118
| -19% | -$804K | ﹤0.01% | 3248 |
|
|
2024
Q1 | $3.97M | Buy |
102,235
+3,840
| +4% | +$152K | ﹤0.01% | 3292 |
|
|
2023
Q4 | $4.37M | Buy |
98,395
+36,632
| +59% | +$1.51M | ﹤0.01% | 3211 |
|
|
2023
Q3 | $2.65M | Sell |
61,763
-12,602
| -17% | -$547K | ﹤0.01% | 3339 |
|
|
2023
Q2 | $2.8M | Sell |
74,365
-10,242
| -12% | -$366K | ﹤0.01% | 3293 |
|
|
2023
Q1 | $3.05M | Sell |
84,607
-5,060
| -6% | -$218K | ﹤0.01% | 3210 |
|
|
2022
Q4 | $4.26M | Sell |
89,667
-5,181
| -5% | -$240K | ﹤0.01% | 2967 |
|
|
2022
Q3 | $3.77M | Buy |
94,848
+50,336
| +113% | +$2.03M | ﹤0.01% | 2983 |
|
|
2022
Q2 | $1.7M | Buy |
44,512
+25,563
| +135% | +$1.03M | ﹤0.01% | 3677 |
|
|
2022
Q1 | $867K | Sell |
18,949
-13,105
| -41% | -$637K | ﹤0.01% | 4369 |
|
|
2021
Q4 | $1.62M | Buy |
32,054
+17,582
| +121% | +$728K | ﹤0.01% | 4016 |
|
|
2021
Q3 | $460K | Sell |
14,472
-6,796
| -32% | -$203K | ﹤0.01% | 4780 |
|
|
2021
Q2 | $608K | Sell |
21,268
-6,777
| -24% | -$198K | ﹤0.01% | 4577 |
|
|
2021
Q1 | $735K | Buy |
28,045
+1,160
| +4% | +$28.7K | ﹤0.01% | 4437 |
|
|
2020
Q4 | $565K | Buy |
26,885
+18,377
| +216% | +$328K | ﹤0.01% | 4296 |
|
|
2020
Q3 | $108K | Buy |
8,508
+331
| +4% | +$4.57K | ﹤0.01% | 4651 |
|
|
2020
Q2 | $118K | Sell |
8,177
-5,239
| -39% | -$69K | ﹤0.01% | 4492 |
|
|
2020
Q1 | $141K | Sell |
13,416
-5,189
| -28% | -$81.1K | ﹤0.01% | 4408 |
|
|
2019
Q4 | $306K | Buy |
18,605
+10,350
| +125% | +$167K | ﹤0.01% | 4504 |
|
|
2019
Q3 | $124K | Buy |
8,255
+6,123
| +287% | +$93.1K | ﹤0.01% | 4818 |
|
|
2019
Q2 | $33K | Buy |
2,132
+217
| +11% | +$3.53K | ﹤0.01% | 5320 |
|
|
2019
Q1 | $33K | Sell |
1,915
-156
| -8% | -$2.46K | ﹤0.01% | 5255 |
|
|
2018
Q4 | $32K | Buy |
2,071
+595
| +40% | +$9.18K | ﹤0.01% | 5217 |
|
|
2018
Q3 | $25K | Buy |
+1,476
| New | +$24.4K | ﹤0.01% | 5377 |
|
Other funds holding CCB
CCPM
ACL
ECA
JP Morgan Chase's CCB Position: Q2 2026 in Review
JP Morgan Chase increased its Coastal Financial (CCB) stake by 4.1% in Q2 2026, buying an estimated $17.9K and bringing the position to 6,081 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #5164.
JP Morgan Chase first reported a position in CCB in Q3 2018 and has held it in 32 quarters since. The position peaked at $10.3M in Q4 2024. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.
- JP Morgan Chase held 6,081 shares of Coastal Financial worth $468K as of Q2 2026.
- JP Morgan Chase bought 238 Coastal Financial shares in Q2 2026, an estimated $17.9K.
- Coastal Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5164 holding.
- JP Morgan Chase first reported a position in Coastal Financial in Q3 2018 and has held it in 32 quarters since.
- JP Morgan Chase's Coastal Financial position peaked at $10.3M in Q4 2024.
- 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.