Coastline Trust Co

Bank

Position in JPM — Jpmorgan Chase & Co

CIK 1324279 PROVIDENCE, RI

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Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,476,202

+$974,096 QoQ

Shares Held

28,950

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#1,520

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Coastline Trust Co holds $13,615,709 across 6 Banks - Diversified names. JPM ranks #1 (69.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	28,950	$9,476,202
2	BAC	Bank Of America Corp /De/	53,616	$3,055,039
3	WFC	Wells Fargo & Company/Mn	6,954	$574,678
4	TD	Toronto Dominion Bank	4,000	$485,720
5	BNS	Bank Of Nova Scotia	195	$16,933
6	C	Citigroup Inc	51	$7,137

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,476,202	28,950	+0.2%	Shares	Defined	2026-08-14
2026-03-31	$8,502,106	28,903	+3.9%	Shares	Defined	2026-04-03
2025-12-31	$8,961,904	27,813	+30.2%	Shares	Defined	2026-01-05
2025-09-30	$6,739,476	21,366	+0.7%	Shares	Defined	2025-10-21
2025-06-30	$6,153,339	21,225	-1.2%	Shares	Defined	2025-07-17
2025-03-31	$5,269,289	21,481	+2.3%	Shares	Defined	2025-04-28
2024-12-31	$5,034,388	21,002	+1.1%	Shares	Defined	2025-02-13
2024-09-30	$4,380,405	20,774	-20.6%	Shares	Defined	2024-11-06
2024-06-30	$5,292,941	26,169	-17.0%	Shares	Defined	2024-07-15
2024-03-31	$6,318,263	31,544	+37.0%	Shares	Defined	2024-04-26
2023-12-31	$3,916,892	23,027	+12.7%	Shares	Defined	2024-01-23
2023-09-30	$2,963,048	20,432	-2.5%	Shares	Defined	2023-10-18
2023-06-30	$3,049,148	20,965	-3.6%	Shares	Defined	2023-08-07
2023-03-31	$2,835,414	21,759	+0.8%	Shares	Defined	2023-05-31
2022-12-31	$2,895,486	21,592	+22.2%	Shares	Defined	2023-02-09
2022-09-30	$1,846,828	17,673	-3.1%	Shares	Defined	2022-11-03
2022-06-30	$2,054,794	18,247	-6.5%	Shares	Defined	2022-07-22
2022-03-31	$2,661,102	19,521	+0.9%	Shares	Defined	2022-05-04
2021-12-31	$3,064,230	19,351	+0.2%	Shares	Defined	2022-02-10
2021-09-30	$3,162,653	19,321	-0.2%	Shares	Defined	2021-11-09
2021-06-30	$3,011,409	19,361	-0.3%	Shares	Defined	2021-08-10
2021-03-31	$2,955,240	19,413	-0.2%	Shares	Defined	2021-05-10
2020-12-31	$2,472,400	19,457	-0.4%	Shares	Defined	2021-02-12
2020-09-30	$1,880,826	19,537	-0.6%	Shares	Defined	2020-10-15
2020-06-30	$1,848,466	19,652	+0.8%	Shares	Defined	2020-08-07
2020-03-31	$1,754,863	19,492	—	Shares	Defined	2020-06-10
No filing history on record for this holder in this stock.