JWM
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JPL Wealth Management’s Coinbase COIN Stock Holding History

JPL 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
2026
Q1 		$7.33K Buy
+42
New +$8.27K ﹤0.01% 598
2025
Q4 		– Sell
-144
Closed -$48.6K – 322
2025
Q3 		$48.6K Buy
+144
New +$48.8K 0.01% 255

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Coinbase (COIN) in Q1 2026: 42 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in COIN as recently as Q3 2025.

JPL Wealth Management first reported a position in COIN in Q3 2025 and has held it in 2 quarters since. The position peaked at $48.6K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • JPL Wealth Management held 42 shares of Coinbase worth $7.33K as of Q1 2026.
  • Coinbase was a new JPL Wealth Management position in Q1 2026.
  • Coinbase made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #598 holding.
  • JPL Wealth Management first reported a position in Coinbase in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Coinbase position peaked at $48.6K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

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