JWM
CMDB

JPL Wealth Management’s Costamare Bulkers Holdings CMDB Stock Holding History

JPL Wealth Management’s Portfolio CMDB Stock Details CMDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62 Buy
+4
New +$67 ﹤0.01% 1493
2025
Q4 		– Sell
-4
Closed -$58 – 1189
2025
Q3 		$58 Buy
+4
New +$41 ﹤0.01% 1176

Other funds holding CMDB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $118M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

JPL Wealth Management's CMDB Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Costamare Bulkers Holdings (CMDB) in Q1 2026: 4 shares worth $62. The stake represents ﹤0.01% of the portfolio and ranks #1493 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CMDB as recently as Q3 2025.

JPL Wealth Management first reported a position in CMDB in Q3 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold CMDB as of Q1 2026.

  • JPL Wealth Management held 4 shares of Costamare Bulkers Holdings worth $62 as of Q1 2026.
  • Costamare Bulkers Holdings was a new JPL Wealth Management position in Q1 2026.
  • Costamare Bulkers Holdings made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1493 holding.
  • JPL Wealth Management first reported a position in Costamare Bulkers Holdings in Q3 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.