JP Morgan Chase
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JP Morgan Chase’s Coastal Financial CCB Stock Holding History

JP Morgan Chase’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase's CCB Position: Q1 2026 in Review

JP Morgan Chase increased its Coastal Financial (CCB) stake by 1.4% in Q1 2026, buying an estimated $7.14K and bringing the position to 5,843 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #5112.

JP Morgan Chase first reported a position in CCB in Q3 2018 and has held it in 31 quarters since. The position peaked at $10.3M in Q4 2024. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • JP Morgan Chase held 5,843 shares of Coastal Financial worth $434K as of Q1 2026.
  • JP Morgan Chase bought 79 Coastal Financial shares in Q1 2026, an estimated $7.14K.
  • Coastal Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5112 holding.
  • JP Morgan Chase first reported a position in Coastal Financial in Q3 2018 and has held it in 31 quarters since.
  • JP Morgan Chase's Coastal Financial position peaked at $10.3M in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.