Coston, McIsaac & Partners

Position in JPM — Jpmorgan Chase & Co

CIK 1945037 BAR HARBOR, ME

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$327,657

+$33,497 QoQ

Shares Held

1,001

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#4,612

of 5,058 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Coston, McIsaac & Partners holds $496,484 across 7 Banks - Diversified names. JPM ranks #1 (66.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,001	$327,657
2	C	Citigroup Inc	444	$62,142
3	BNS	Bank Of Nova Scotia	501	$43,506
4	WFC	Wells Fargo & Company/Mn	263	$21,734
5	TD	Toronto Dominion Bank	178	$21,614
6	BAC	Bank Of America Corp /De/	348	$19,829
7	UBS	UBS Group AG	52	$2

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,657	1,001	+0.1%	Shares	Sole	2026-08-12
2026-03-31	$294,160	1,000	0.0%	Shares	Sole	2026-04-22
2025-12-31	$322,220	1,000	+2.5%	Shares	Sole	2026-02-03
2025-09-30	$307,859	976	+2.2%	Shares	Sole	2025-11-05
2025-06-30	$276,864	955	-22.9%	Shares	Sole	2025-08-12
2025-03-31	$303,681	1,238	0.0%	Shares	Sole	2025-05-13
2024-12-31	$296,760	1,238	0.0%	Shares	Sole	2025-01-23
2024-09-30	$261,044	1,238	0.0%	Shares	Sole	2024-10-22
2024-06-30	$250,397	1,238	-1.6%	Shares	Sole	2024-07-31
2024-03-31	$251,977	1,258	-4.0%	Shares	Sole	2024-04-17
2023-12-31	$222,831	1,310	+3.5%	Shares	Sole	2024-01-23
2023-09-30	$183,595	1,266	0.0%	Shares	Sole	2023-11-14
2023-06-30	$184,127	1,266	+0.1%	Shares	Sole	2023-08-01
2023-03-31	$164,842	1,265	+4.1%	Shares	Sole	2023-04-19
2022-12-31	$162,931	1,215	+0.3%	Shares	Sole	2023-02-09
2022-09-30	$126,549	1,211	+0.3%	Shares	Sole	2022-10-31
2022-06-30	$135,920	1,207	—	Shares	Sole	2022-09-21
No filing history on record for this holder in this stock.