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JPL Wealth Management’s Costamare CMRE Stock Holding History

JPL Wealth Management’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$310 Sell
22
-4
-15% -$66 ﹤0.01% 1461
2026
Q1 		$440 Buy
+26
New +$432 ﹤0.01% 1324
2025
Q4 		– Sell
-20
Closed -$239 – 313
2025
Q3 		$239 Buy
+20
New +$219 ﹤0.01% 1134

Other funds holding CMRE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JPL Wealth Management's CMRE Position: Q2 2026 in Review

JPL Wealth Management reduced its Costamare (CMRE) stake by 15% in Q2 2026, selling an estimated $66 and leaving 22 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

JPL Wealth Management first reported a position in CMRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $440 in Q1 2026. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • JPL Wealth Management held 22 shares of Costamare worth $310 as of Q2 2026.
  • JPL Wealth Management sold 4 Costamare shares in Q2 2026, an estimated $66.
  • Costamare made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1461 holding.
  • JPL Wealth Management first reported a position in Costamare in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Costamare position peaked at $440 in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.