Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,131,579
+$55,248 QoQ
Shares Held
3,457
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#3,522
of 5,057 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Coastwise Capital Group, LLC holds $3,980,277 across 4 Banks - Diversified names. JPM ranks #2 (28.4% of the industry book) .
All Filings in JPM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,579 | 3,457 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,076,331 | 3,659 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,159,025 | 3,597 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,132,078 | 3,589 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,025,701 | 3,538 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $836,473 | 3,410 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,514,248 | 6,317 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,418,033 | 6,725 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,329,859 | 6,575 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,406,706 | 7,023 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,393,459 | 8,192 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,154,794 | 7,963 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,217,332 | 8,370 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,009,772 | 7,749 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $925,290 | 6,900 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $737,708 | 6,551 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||