Coastal Investment Advisors, Inc. Jpmorgan Chase & CO Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 5,823 shares of JPM stock, worth $1.56 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

5,823

Previous 6,928 15.95%

Holding current value

$1.56 Million

Previous $1.46 Million 4.45%

% of portfolio

0.6%

Previous 0.69%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$205.18 - $250.29 $226,723 - $276,570	-1,105 Reduced 15.95%	5,823 $1.4 Million
Q3 2024 Oct 29, 2024	SELL	$194.9 - $224.8 $2.4 Million - $2.76 Million	-12,291 Reduced 63.95%	6,928 $1.46 Million
Q2 2024 Jul 15, 2024	BUY	$180.08 - $204.79 $103,185 - $117,344	573 Added 3.07%	19,219 $3.89 Million
Q1 2024 Apr 19, 2024	BUY	$167.09 - $200.3 $182,796 - $219,128	1,094 Added 6.23%	18,646 $3.73 Million
Q4 2023 Jan 19, 2024	SELL	$135.69 - $170.3 $179,382 - $225,136	-1,322 Reduced 7.0%	17,552 $2.99 Million
Q3 2023 Oct 20, 2023	SELL	$143.21 - $158.0 $49,980 - $55,142	-349 Reduced 1.82%	18,874 $2.74 Million
Q2 2023 Aug 09, 2023	BUY	$127.47 - $145.44 $100,573 - $114,752	789 Added 4.28%	19,223 $2.8 Million
Q1 2023 May 05, 2023	SELL	$124.91 - $143.8 $78,943 - $90,881	-632 Reduced 3.31%	18,434 $2.4 Million
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $28,752 - $38,870	282 Added 1.5%	19,066 $2.56 Million
Q3 2022 Oct 27, 2022	BUY	$20.73 - $120.58 $18,097 - $105,266	873 Added 4.87%	18,784 $1.96 Million
Q2 2022 Aug 09, 2022	BUY	$112.61 - $135.91 $13,513 - $16,309	120 Added 0.67%	17,911 $2.04 Million
Q1 2022 Apr 13, 2022	BUY	$128.3 - $168.44 $200,789 - $263,608	1,565 Added 9.65%	17,791 $2.43 Million
Q4 2021 Jan 18, 2022	BUY	$153.94 - $171.78 $87,899 - $98,086	571 Added 3.65%	16,226 $2.57 Million
Q3 2021 Oct 18, 2021	SELL	$146.97 - $166.98 $5,878 - $6,679	-40 Reduced 0.25%	15,655 $2.56 Million
Q2 2021 Jul 15, 2021	BUY	$147.37 - $166.44 $115,538 - $130,488	784 Added 5.26%	15,695 $2.44 Million
Q1 2021 Apr 12, 2021	BUY	$125.65 - $157.65 $150,905 - $189,337	1,201 Added 8.76%	14,911 $2.27 Million
Q4 2020 Jan 13, 2021	BUY	$96.54 - $127.07 $44,698 - $58,833	463 Added 3.5%	13,710 $1.74 Million
Q3 2020 Oct 23, 2020	SELL	$91.28 - $103.82 $16,978 - $19,310	-186 Reduced 1.38%	13,247 $1.28 Million
Q2 2020 Jul 16, 2020	BUY	$84.03 - $113.45 $141,842 - $191,503	1,688 Added 14.37%	13,433 $1.26 Million
Q1 2020 Apr 23, 2020	SELL	$79.03 - $141.09 $65,673 - $117,245	-831 Reduced 6.61%	11,745 $1.06 Million
Q4 2019 Feb 05, 2020	BUY	$111.82 - $139.4 $26,277 - $32,759	235 Added 1.9%	12,576 $1.66 Million
Q3 2019 Oct 18, 2019	SELL	$104.8 - $120.23 $269,755 - $309,472	-2,574 Reduced 17.26%	12,341 $1.46 Million
Q2 2019 Aug 01, 2019	BUY	$104.64 - $116.12 $290,376 - $322,233	2,775 Added 22.86%	14,915 $1.67 Million
Q1 2019 May 15, 2019	BUY	$97.11 - $107.19 $1.18 Million - $1.3 Million	12,140 New	12,140 $1.23 Million

Others Institutions Holding JPM

# of Institutions

4,731

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.8M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $787B
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 ...

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Coastal Investment Advisors, Inc. Jpmorgan Chase & CO Transaction History