A detailed history of Coastal Bridge Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 9,785 shares of JPM stock, worth $2.17 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
9,785
Previous 9,497 3.03%
Holding current value
$2.17 Million
Previous $1.9 Million 4.05%
% of portfolio
0.56%
Previous 0.48%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$180.08 - $204.79 $51,863 - $58,979
288 Added 3.03%
9,785 $1.98 Million
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $167 - $200
1 Added 0.01%
9,497 $1.9 Million
Q4 2023

Feb 15, 2024

BUY
$135.69 - $170.3 $135 - $170
1 Added 0.01%
9,496 $1.62 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $49,264 - $54,352
344 Added 3.76%
9,495 $1.38 Million
Q2 2023

Aug 16, 2023

SELL
$127.47 - $145.44 $288,592 - $329,276
-2,264 Reduced 19.83%
9,151 $1.33 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $12,615 - $14,523
101 Added 0.89%
11,415 $1.49 Million
Q4 2022

Feb 08, 2023

SELL
$101.96 - $137.84 $1.6 Million - $2.16 Million
-15,676 Reduced 58.08%
11,314 $1.52 Million
Q3 2022

Nov 15, 2022

BUY
$20.73 - $120.58 $20 - $120
1 Added 0.0%
26,990 $2.82 Million
Q2 2022

Nov 15, 2022

SELL
$112.61 - $135.91 $19,594 - $23,648
-174 Reduced 0.64%
26,989 $3.04 Million
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $132,429 - $159,830
1,176 Added 4.53%
27,163 $3.06 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $36,693 - $48,173
286 Added 1.11%
25,987 $3.54 Million
Q4 2021

May 20, 2022

SELL
$153.94 - $171.78 $153,786 - $171,608
-999 Reduced 3.74%
25,701 $4.07 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $476,752 - $532,002
3,097 Added 13.12%
26,700 $4.23 Million
Q3 2021

May 20, 2022

SELL
$146.97 - $166.98 $146,823 - $166,813
-999 Reduced 4.06%
23,603 $3.86 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $147,116 - $167,146
1,001 Added 4.24%
24,602 $4.03 Million
Q2 2021

Aug 10, 2021

BUY
$147.37 - $166.44 $151,201 - $170,767
1,026 Added 4.54%
23,601 $3.67 Million
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $77,903 - $97,743
620 Added 2.82%
22,575 $3.44 Million
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $126,177 - $166,080
-1,307 Reduced 5.62%
21,955 $2.79 Million
Q3 2020

Nov 13, 2020

SELL
$91.28 - $103.82 $154,171 - $175,351
-1,689 Reduced 6.77%
23,262 $2.24 Million
Q2 2020

Aug 11, 2020

SELL
$84.03 - $113.45 $13,276 - $17,925
-158 Reduced 0.63%
24,951 $2.35 Million
Q1 2020

May 14, 2020

BUY
$79.03 - $141.09 $1.32 Million - $2.36 Million
16,713 Added 199.06%
25,109 $2.26 Million
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $46,181 - $57,572
413 Added 5.17%
8,396 $1.17 Million
Q3 2019

Nov 08, 2019

BUY
$104.8 - $120.23 $16,348 - $18,755
156 Added 1.99%
7,983 $940,000
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $797,356 - $884,834
7,620 Added 3681.16%
7,827 $875,000
Q2 2019

Aug 07, 2019

SELL
$104.64 - $116.12 $902,206 - $1 Million
-8,622 Reduced 97.66%
207 $898,000
Q1 2019

May 08, 2019

SELL
$97.11 - $107.19 $389,702 - $430,153
-4,013 Reduced 31.25%
8,829 $894,000
Q4 2018

Feb 08, 2019

BUY
$92.14 - $115.32 $59,891 - $74,958
650 Added 5.33%
12,842 $1.25 Million
Q2 2018

Aug 03, 2018

BUY
$103.24 - $114.29 $84,037 - $93,032
814 Added 7.15%
12,192 $1.27 Million
Q1 2018

May 11, 2018

BUY
$107.01 - $118.77 $253,399 - $281,247
2,368 Added 26.28%
11,378 $1.27 Million
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $9,586 - $10,783
100 Added 1.12%
9,010 $973,000
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $8,842 - $9,551
100 Added 1.14%
8,910 $851,000
Q1 2017

Aug 14, 2017

BUY
N/A
8,810
8,810 $774,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $650B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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