JDM Financial Group’s Coinbase COIN Stock Holding History

JDM Financial Group’s Portfolio COIN Stock Details COIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2	Closed	-$497	–	311
2024 Q4	$497	Hold	2	–	–	﹤0.01%	326
2024 Q3	$356	Buy	+2	New	+$401	﹤0.01%	394

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

JDM Financial Group's COIN Position: Q1 2025 in Review

JDM Financial Group sold out of Coinbase (COIN) in Q1 2025, closing a stake of 2 shares — an estimated $497 sold.

JDM Financial Group first reported a position in COIN in Q3 2024 and held it in 2 quarters. The position peaked at $497 in Q4 2024. 996 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

JDM Financial Group reported no remaining Coinbase position as of Q1 2025 after selling out during the quarter.
JDM Financial Group sold 2 Coinbase shares in Q1 2025, an estimated $497.
JDM Financial Group first reported a position in Coinbase in Q3 2024 and held it in 2 quarters.
JDM Financial Group's Coinbase position peaked at $497 in Q4 2024.
996 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on JDM Financial Group's 13F filing for Q1 2025, filed 15 May 2025.