JP Morgan Private Wealth Advisors’s Coinbase COIN Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$4.34M	Sell	57,743 -40,753	-41%	-$3.43M	0.01%	532
2023 Q2	$7.05M	Buy	98,496 +23,549	+31%	+$1.4M	0.04%	285
2023 Q1	$5.06M	Sell	74,947 -12,839	-15%	-$769K	0.01%	584
2022 Q4	$3.11M	Sell	87,786 -1,470	-2%	-$77.5K	0.01%	711
2022 Q3	$5.76M	Sell	89,256 -13,167	-13%	-$919K	0.02%	523
2022 Q2	$4.82M	Sell	102,423 -18,340	-15%	-$1.75M	0.01%	574
2022 Q1	$22.9M	Buy	120,763 +41,384	+52%	+$8.09M	0.05%	302
2021 Q4	$20M	Buy	79,379 +17,497	+28%	+$5.09M	0.04%	310
2021 Q3	$14.1M	Sell	61,882 -36,078	-37%	-$8.88M	0.03%	371
2021 Q2	$24.8M	Buy	+97,960	New	+$25.4M	0.06%	270

Other funds holding COIN

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

AIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's COIN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Coinbase (COIN) stake by 41% in Q3 2023, selling an estimated $3.43M and leaving 57,743 shares worth $4.34M. The position accounts for 0.01% of the portfolio, ranked #532.

JP Morgan Private Wealth Advisors first reported a position in COIN in Q2 2021 and has held it in 10 quarters since. The position peaked at $24.8M in Q2 2021. 610 funds tracked by Wall St. Rank hold COIN as of Q3 2023.

JP Morgan Private Wealth Advisors held 57,743 shares of Coinbase worth $4.34M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 40,753 Coinbase shares in Q3 2023, an estimated $3.43M.
Coinbase made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #532 holding.
JP Morgan Private Wealth Advisors first reported a position in Coinbase in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Coinbase position peaked at $24.8M in Q2 2021.
610 funds tracked by Wall St. Rank held Coinbase as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.