JP Morgan Chase
COCO icon

JP Morgan Chase’s Vita Coco COCO Stock Holding History

JP Morgan Chase’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.8M Buy
405,141
+244,887
+153% +$13.4M ﹤0.01% 2125
2025
Q4 		$8.5M Sell
160,254
-5,803
-3% -$272K ﹤0.01% 2837
2025
Q3 		$7.05M Sell
166,057
-73,016
-31% -$2.71M ﹤0.01% 3046
2025
Q2 		$8.63M Buy
239,073
+24,427
+11% +$816K ﹤0.01% 2686
2025
Q1 		$6.58M Sell
214,646
-65,468
-23% -$2.34M ﹤0.01% 2923
2024
Q4 		$10.3M Sell
280,114
-91,965
-25% -$3.06M ﹤0.01% 2659
2024
Q3 		$10.5M Sell
372,079
-85,431
-19% -$2.27M ﹤0.01% 2559
2024
Q2 		$12.7M Sell
457,510
-22,301
-5% -$591K ﹤0.01% 2239
2024
Q1 		$11.7M Buy
479,811
+115,153
+32% +$2.67M ﹤0.01% 2342
2023
Q4 		$9.35M Buy
364,658
+268,492
+279% +$7.29M ﹤0.01% 2549
2023
Q3 		$2.5M Buy
96,166
+58,093
+153% +$1.55M ﹤0.01% 3395
2023
Q2 		$1.02M Buy
38,073
+15,820
+71% +$385K ﹤0.01% 4054
2023
Q1 		$437K Buy
22,253
+5,428
+32% +$85K ﹤0.01% 4590
2022
Q4 		$232K Buy
16,825
+1,252
+8% +$14.7K ﹤0.01% 4959
2022
Q3 		$178K Buy
15,573
+666
+4% +$8.69K ﹤0.01% 5010
2022
Q2 		$146K Buy
14,907
+9,639
+183% +$102K ﹤0.01% 5227
2022
Q1 		$47K Buy
5,268
+1,062
+25% +$11.1K ﹤0.01% 5818
2021
Q4 		$47K Buy
+4,206
New +$53.5K ﹤0.01% 5968

Other funds holding COCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

JP Morgan Chase's COCO Position: Q1 2026 in Review

JP Morgan Chase increased its Vita Coco (COCO) stake by 153% in Q1 2026, buying an estimated $13.4M and bringing the position to 405,141 shares worth $18.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

JP Morgan Chase first reported a position in COCO in Q4 2021 and has held it in 18 quarters since. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • JP Morgan Chase held 405,141 shares of Vita Coco worth $18.8M as of Q1 2026.
  • JP Morgan Chase bought 244,887 Vita Coco shares in Q1 2026, an estimated $13.4M.
  • Vita Coco made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2125 holding.
  • JP Morgan Chase first reported a position in Vita Coco in Q4 2021 and has held it in 18 quarters since.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.