A detailed history of Coastwise Capital Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 7,023 shares of JPM stock, worth $1.48 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
7,023
Previous 8,192 14.27%
Holding current value
$1.48 Million
Previous $1.39 Million 0.93%
% of portfolio
1.33%
Previous 1.44%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $195,328 - $234,150
-1,169 Reduced 14.27%
7,023 $1.41 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $31,073 - $38,998
229 Added 2.88%
8,192 $1.39 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $58,286 - $64,306
-407 Reduced 4.86%
7,963 $1.15 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $79,158 - $90,318
621 Added 8.01%
8,370 $1.22 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $106,048 - $122,086
849 Added 12.3%
7,749 $1.01 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $703,524 - $951,096
6,900 New
6,900 $925,000
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $737,708 - $890,346
6,551 New
6,551 $738,000

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 $617B
  • 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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