JPMorgan Chase & Co. shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 6.6k | 315.42 |
| 2025-06-30 | $1.8M | 6.1k | 289.89 |
| 2025-03-31 | $1.5M | 6.0k | 245.30 |
| 2024-12-31 | $1.4M | 5.8k | 243.28 |
| 2024-09-30 | $1.5M | 6.9k | 221.49 |
| 2024-06-30 | $3.9M | 19k | 202.26 |
| 2024-03-31 | $3.7M | 19k | 200.30 |
| 2023-12-31 | $3.0M | 18k | 170.10 |
| 2023-09-30 | $2.7M | 19k | 145.44 |
| 2023-06-30 | $2.8M | 19k | 145.44 |
| 2023-03-31 | $2.4M | 18k | 130.31 |
| 2022-12-31 | $2.6M | 19k | 134.10 |
| 2022-09-30 | $2.0M | 19k | 104.50 |
| 2022-06-30 | $2.0M | 18k | 114.06 |
| 2022-03-31 | $2.4M | 18k | 136.30 |
| 2021-12-31 | $2.6M | 16k | 158.33 |
| 2021-09-30 | $2.6M | 16k | 163.72 |
| 2021-06-30 | $2.4M | 16k | 155.53 |
| 2021-03-31 | $2.3M | 15k | 152.24 |
| 2020-12-31 | $1.7M | 14k | 127.06 |
| 2020-09-30 | $1.3M | 13k | 96.25 |
| 2020-06-30 | $1.3M | 13k | 94.10 |
| 2020-03-31 | $1.1M | 12k | 90.00 |
| 2019-12-31 | $1.8M | 13k | 140.00 |
| 2019-09-30 | $1.5M | 12k | 120.00 |
| 2019-06-30 | $1.6M | 15k | 106.38 |
| 2019-03-31 | $1.3M | 12k | 106.38 |
More positions owned by Coastal Investment Advisors
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