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Livermore
Livermore
ZHEN

Coston, McIsaac & Partners

SEC CIK
0001945037
Latest filing
Aug 12, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Coston, McIsaac & Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
1,001
Value
$327.0K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of JPM by Coston, McIsaac & Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,001$327.0K0.1%+1+0.1%AddedHolders
Q1 20261,000$294.0K0.1%00.0%UnchangedHolders
Q4 20251,000$322.0K0.1%+24+2.5%AddedHolders
Q3 2025976$308.0K0.1%+21+2.2%AddedHolders
Q2 2025955$277.0K0.1%−283−22.9%ReducedHolders
Q1 20251,238$303.0K0.1%00.0%UnchangedHolders
Q4 20241,238$296.0K0.1%00.0%UnchangedHolders
Q3 20241,238$261.0K0.1%00.0%UnchangedHolders
Q2 20241,238$250.0K0.1%−20−1.6%ReducedHolders
Q1 20241,258$252.0K0.1%−52−4.0%ReducedHolders
Q4 20231,310$222.0K0.1%+44+3.5%AddedHolders
Q3 20231,266$183.0K0.1%00.0%UnchangedHolders
Q2 20231,266$184.0K0.1%+1+0.1%AddedHolders
Q1 20231,265$164.0K0.1%+50+4.1%AddedHolders
Q4 20221,215$162.0K0.1%+4+0.3%AddedHolders
Q3 20221,211$126.0K0.1%+4+0.3%AddedHolders
Q2 20221,207$136.0K0.1%–No prior filingHolders