JPMorgan Chase & Co’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
6,644
+149
| +2% | +$14.4K | ﹤0.01% | 3949 |
|
|
2025
Q1 | $587K | Sell |
6,495
-114,974
| -95% | -$10.4M | ﹤0.01% | 3924 |
|
|
2024
Q4 | $10.3M | Buy |
121,469
+4,388
| +4% | +$373K | ﹤0.01% | 2214 |
|
|
2024
Q3 | $6.32M | Buy |
117,081
+33,964
| +41% | +$1.83M | ﹤0.01% | 2499 |
|
|
2024
Q2 | $3.84M | Sell |
83,117
-19,118
| -19% | -$882K | ﹤0.01% | 2689 |
|
|
2024
Q1 | $3.97M | Buy |
102,235
+3,840
| +4% | +$149K | ﹤0.01% | 2711 |
|
|
2023
Q4 | $4.37M | Buy |
98,395
+36,632
| +59% | +$1.63M | ﹤0.01% | 2654 |
|
|
2023
Q3 | $2.65M | Sell |
61,763
-12,602
| -17% | -$541K | ﹤0.01% | 2833 |
|
|
2023
Q2 | $2.8M | Sell |
74,365
-10,242
| -12% | -$386K | ﹤0.01% | 2842 |
|
|
2023
Q1 | $3.05M | Sell |
84,607
-5,060
| -6% | -$182K | ﹤0.01% | 2765 |
|
|
2022
Q4 | $4.26M | Sell |
89,667
-5,181
| -5% | -$246K | ﹤0.01% | 2499 |
|
|
2022
Q3 | $3.77M | Buy |
94,848
+50,336
| +113% | +$2M | ﹤0.01% | 2526 |
|
|
2022
Q2 | $1.7M | Buy |
44,512
+25,563
| +135% | +$974K | ﹤0.01% | 3117 |
|
|
2022
Q1 | $867K | Sell |
18,949
-13,105
| -41% | -$600K | ﹤0.01% | 3706 |
|
|
2021
Q4 | $1.62M | Buy |
32,054
+17,582
| +121% | +$890K | ﹤0.01% | 3354 |
|
|
2021
Q3 | $460K | Sell |
14,472
-6,796
| -32% | -$216K | ﹤0.01% | 4012 |
|
|
2021
Q2 | $608K | Sell |
21,268
-6,777
| -24% | -$194K | ﹤0.01% | 3887 |
|
|
2021
Q1 | $735K | Buy |
28,045
+1,160
| +4% | +$30.4K | ﹤0.01% | 3830 |
|
|
2020
Q4 | $565K | Buy |
26,885
+18,377
| +216% | +$386K | ﹤0.01% | 3679 |
|
|
2020
Q3 | $108K | Buy |
8,508
+331
| +4% | +$4.2K | ﹤0.01% | 4008 |
|
|
2020
Q2 | $118K | Sell |
8,177
-5,239
| -39% | -$75.6K | ﹤0.01% | 3885 |
|
|
2020
Q1 | $141K | Sell |
13,416
-5,189
| -28% | -$54.5K | ﹤0.01% | 3835 |
|
|
2019
Q4 | $306K | Buy |
18,605
+10,350
| +125% | +$170K | ﹤0.01% | 3666 |
|
|
2019
Q3 | $124K | Buy |
8,255
+6,123
| +287% | +$92K | ﹤0.01% | 3919 |
|
|
2019
Q2 | $33K | Buy |
2,132
+217
| +11% | +$3.36K | ﹤0.01% | 4399 |
|
|
2019
Q1 | $33K | Sell |
1,915
-156
| -8% | -$2.69K | ﹤0.01% | 4357 |
|
|
2018
Q4 | $32K | Buy |
2,071
+595
| +40% | +$9.19K | ﹤0.01% | 4399 |
|
|
2018
Q3 | $25K | Buy |
+1,476
| New | +$25K | ﹤0.01% | 4532 |
|