JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCoastal Bridge Advisors, LLC
Latest Disclosed Ownership45,295 shares
Latest Disclosed Value $ 13,323,993
Coastal Bridge Advisors, LLC reports 2.85% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Coastal Bridge Advisors, LLC filed a 13F-HR form disclosing ownership of 45,295 shares of JPMorgan Chase & Co. (MX:JPM) valued at $13,323,993 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 46,623 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.85% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 45,295 -1,328 -2.85 13,324 -11.31 0.9417
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 46,623 1,465 3.24 15,022 5.46 1.1196
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 45,158 -1,151 -2.49 14,244 6.10 1.0786
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 46,309 -675 -1.44 13,426 16.49 1.1062
2025-08-25 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 46,984 36,888 365.37 11,525 376.24 1.6468
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,521 425 2,581 0.6589
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,096 334 3.42 2,420 17.59 0.6092
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 9,762 -23 -0.24 2,058 3.99 0.5101
2024-08-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,785 288 3.03 1,979 4.05 0.4917
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 9,497 1 0.01 1,902 17.77 0.4379
2024-02-15 2023-12-31 13F JPMORGAN CHASE COM 46625H100 9,496 1 0.01 1,615 17.37 0.4139
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 9,495 344 3.76 1,377 3.46 0.3692
2023-08-17 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 9,151 -2,264 -19.83 1,331 -10.56 0.3262
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,415 1,488
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 11,415 101 0.89 1,488 -1.98 0.3760
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 11,314 -15,676 -58.08 1,517 -46.21 0.4306
2022-11-15 2022-09-30 13F JPMORGAN CHASE COM 46625H100 26,990 1 0.00 2,820 -7.21 0.7585
2022-11-15 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 26,989 1,002 3.86 3,039 -14.23 0.9351
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 27,163 1,176 3,059 0.9239
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 25,987 286 1.11 3,543 -12.95 0.8155
2022-05-20 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 25,701 2,098 8.89 4,070 5.33 0.8475
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 26,700 3,097 4,228 0.9254
2022-05-20 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 23,603 2 0.01 3,864 5.26 0.8933
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 24,602 1,001 4,027 0.8656
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 23,601 1,026 4.54 3,671 6.81 0.7527
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 22,575 620 2.82 3,437 23.19 0.6296
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 21,955 -1,307 -5.62 2,790 24.61 0.5542
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 23,262 -1,689 -6.77 2,239 -4.60 0.6828
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 24,951 -158 -0.63 2,347 3.80 0.7489
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 25,109 16,713 199.06 2,261 93.25 0.8298
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,396 413 5.17 1,170 24.47 0.3036
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,983 156 1.99 940 7.43 0.3210
2019-08-13 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 7,827 -1,002 -11.35 875 -2.13 0.2590
2019-08-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 207 -8,622 898 0.2691
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 8,829 -4,013 -31.25 894 -28.71 0.3122
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 12,842 650 5.33 1,254 -8.87 0.4952
2018-11-08 2018-09-30 13F JPMORGAN CHASE COM 46625H100 12,192 0 0.00 1,376 8.35 0.5245
2018-08-03 2018-06-30 13F JPMORGAN CHASE COM 46625H100 12,192 814 7.15 1,270 -0.24 0.5113
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 11,378 2,368 26.28 1,273 30.83 0.4621
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 9,010 100 1.12 973 14.34 0.3108
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 8,910 0 0.00 851 4.55 0.2788
2017-08-03 2017-06-30 13F JPMORGAN CHASE COM 46625H100 8,910 100 1.14 814 5.17 0.2739
2017-08-14 2017-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,810 -1,000 -10.19 774 -8.62 0.2638
2017-05-04 2017-03-31 13F JPMORGAN CHASE COM 46625H100 8,810 -1,000 774 0.2554
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 9,810 1,815 22.70 847 59.21 0.3297
2016-11-09 2016-09-30 13F JPMORGAN CHASE COM 46625H100 7,995 0 0.00 532 7.04 0.2590
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 7,995 508 6.79 497 12.19 0.2597
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 7,487 -101 -1.33 443 -11.58 0.3094
2016-02-09 2015-12-31 13F JPMORGAN CHASE COM 46625H100 7,588 7,588 501 0.2795
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.