Coastal Bridge Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1665976 WESTPORT, CT

Position in JPM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$14,948,506

+$1,624,529 QoQ

Shares Held

45,668

+0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#1,163

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Coastal Bridge Advisors, LLC holds $22,182,941 across 7 Banks - Diversified names. JPM ranks #1 (67.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	45,668	$14,948,506
2	BAC	Bank Of America Corp /De/	77,971	$4,442,787
3	C	Citigroup Inc	7,710	$1,079,091
4	WFC	Wells Fargo & Company/Mn	8,688	$717,976
5	BNY	Bank of New York Mellon Corp	3,338	$482,708
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	11,407	$268,977
7	MUFG	Mitsubishi Ufj Financial Group Inc	12,212	$242,896

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,948,506	45,668	+0.8%	Shares	Sole	2026-08-17
2026-03-31	$13,323,977	45,295	-2.8%	Shares	Sole	2026-05-14
2025-12-31	$15,022,863	46,623	+3.2%	Shares	Sole	2026-02-18
2025-09-30	$14,244,187	45,158	-2.5%	Shares	Sole	2025-11-03
2025-06-30	$13,425,442	46,309	-1.4%	Shares	Sole	2025-08-14
2025-03-31	$11,525,175	46,984	+365.4%	Shares	Sole	2025-08-25
2024-12-31	$2,420,112	10,096	+3.4%	Shares	Sole	2025-02-14
2024-09-30	$2,058,415	9,762	-0.2%	Shares	Sole	2024-11-14
2024-06-30	$1,979,114	9,785	+3.0%	Shares	Sole	2024-08-16
2024-03-31	$1,902,249	9,497	+0.0%	Shares	Sole	2024-05-15
2023-12-31	$1,615,269	9,496	+0.0%	Shares	Sole	2024-02-15
2023-09-30	$1,376,964	9,495	+3.8%	Shares	Sole	2023-11-14
2023-06-30	$1,330,921	9,151	-19.8%	Shares	Sole	2023-08-17
2023-03-31	$1,487,488	11,415	+0.9%	Shares	Sole	2023-05-15
2022-12-31	$1,517,207	11,314	-58.1%	Shares	Sole	2023-02-08
2022-09-30	$2,820,455	26,990	+0.0%	Shares	Sole	2022-11-15
2022-06-30	$3,039,231	26,989	+3.9%	Shares	Sole	2022-11-15
2022-03-31	$3,542,547	25,987	+1.1%	Shares	Sole	2022-05-13
2021-12-31	$4,069,753	25,701	+8.9%	Shares	Sole	2022-05-20
2021-09-30	$3,863,575	23,603	+0.0%	Shares	Sole	2022-05-20
2021-06-30	$3,670,899	23,601	+4.5%	Shares	Sole	2021-08-10
2021-03-31	$3,436,592	22,575	+2.8%	Shares	Sole	2021-05-17
2020-12-31	$2,789,821	21,955	-5.6%	Shares	Sole	2021-02-16
2020-09-30	$2,239,432	23,262	-6.8%	Shares	Sole	2020-11-13
2020-06-30	$2,346,891	24,951	-0.6%	Shares	Sole	2020-08-11
2020-03-31	$2,260,563	25,109	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.