Coe Capital Management’s JPMorgan Chase JPM Stock Holding History

Coe Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$3.48M	Sell
2021 Q1	$3.51M	Buy
2020 Q4	$2.89M	Buy
2020 Q3	$2.07M	Buy
2020 Q2	$1.99M	Buy
2020 Q1	$1.88M	Buy
2019 Q4	$2.9M	Sell
2019 Q3	$2.85M	Buy
2019 Q2	$2.69M	Sell
2019 Q1	$2.53M	Sell
2018 Q4	$2.77M	Sell
2018 Q3	$3.21M	Buy
2018 Q2	$2.76M	Sell
2018 Q1	$2.94M	Sell
2017 Q4	$2.9M	Sell
2017 Q3	$2.59M	Buy
2017 Q2	$2.46M	Buy
2017 Q1	$2.34M	Sell
2016 Q4	$2.88M	Hold
2016 Q3	$2.22M	Buy
2016 Q2	$1.94M	Hold
2016 Q1	$1.85M	Buy
2015 Q4	$1.91M	Sell
2015 Q3	$1.91M	Buy
2015 Q2	$2.08M	Buy
2015 Q1	$1.32M	Sell
2014 Q4	$1.63M	Buy
2014 Q3	$1.54M	Buy
2014 Q2	$1.39M	Sell
2014 Q1	$1.48M	Sell
2013 Q4	$1.47M	Buy
2013 Q3	–	Sell
2013 Q2	$1.36M	Buy