JWM
COIN icon

JFG Wealth Management’s Coinbase COIN Stock Holding History

JFG Wealth Management’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
Q3 		$295K Buy
874
+18
+2% +$6.1K 0.06% 58
2025
Q2 		$300K Buy
+856
New +$200K 0.06% 55
2025
Q1 		– Sell
-865
Closed -$215K – 82
2024
Q4 		$215K Buy
+865
New +$220K 0.05% 93
2024
Q3 		– Sell
-914
Closed -$203K – 74
2024
Q2 		$203K Sell
914
-1,292
-59% -$297K 0.06% 56
2024
Q1 		$585K Buy
2,206
+906
+70% +$163K 0.16% 30
2023
Q4 		$226K Buy
+1,300
New +$142K 0.06% 74

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

JFG Wealth Management's COIN Position: Q3 2025 in Review

JFG Wealth Management increased its Coinbase (COIN) stake by 2.1% in Q3 2025, buying an estimated $6.1K and bringing the position to 874 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #58.

JFG Wealth Management first reported a position in COIN in Q4 2023 and has held it in 6 quarters since. The position peaked at $585K in Q1 2024. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • JFG Wealth Management held 874 shares of Coinbase worth $295K as of Q3 2025.
  • JFG Wealth Management bought 18 Coinbase shares in Q3 2025, an estimated $6.1K.
  • Coinbase made up 0.06% of JFG Wealth Management's portfolio in Q3 2025, its #58 holding.
  • JFG Wealth Management first reported a position in Coinbase in Q4 2023 and has held it in 6 quarters since.
  • JFG Wealth Management's Coinbase position peaked at $585K in Q1 2024.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.