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Coquina Private Wealth LLC → JPM-PM
Coquina Private Wealth LLC JPM-PM Position History
JPM-PM
Quarters held
11
Latest value
$379K
Q3 2026
Peak value
$2.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.2M |
| Q4 2025 | $467K |
| Q1 2026 | $2M |
| Q1 2026 | $651K |
| Q1 2026 | $220K |
| Q2 2026 | $2.2M |
| Q2 2026 | $820K |
| Q2 2026 | $368K |
| Q3 2026 | $2.2M |
| Q3 2026 | $428K |
| Q3 2026 | $379K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $379K | 6.2K | — | — |
| Q3 2026 | $428K | 7.6K | — | — |
| Q3 2026 | $2.2M | 6.8K | — | — |
| Q2 2026 | $368K | 6.0K | — | — |
| Q2 2026 | $820K | 14.5K | — | — |
| Q2 2026 | $2.2M | 6.8K | — | — |
| Q1 2026 | $220K | 4.0K | — | — |
| Q1 2026 | $651K | 11.5K | — | — |
| Q1 2026 | $2M | 6.8K | — | — |
| Q4 2025 | $467K | 8.2K | — | — |
| Q4 2025 | $2.2M | 6.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B