SEC 13F Intelligence

Coe Capital Management, LLC / JPM

Coe Capital Management, LLC’s Jpmorgan Chase & Co Position

Does Coe Capital Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 22.4K shares worth $3M (+3.28% of its 13F portfolio) as of Q2 2021, down from 22.8K shares the prior filed quarter.

Position Value
$3M
Q2 2021
Shares
22.4K
% of Portfolio
+3.28%
Quarters Held
10
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ2 ’19Q3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $3MQ4 ’20Q2 ’21: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202122.4K$3M+3.28%
Q4 202022.8K$3M+3.16%
Q3 202021.5K$2M+2.78%
Q2 202021.1K$2M+2.95%
Q1 202020.9K$2M+3.14%
Q4 201920.8K$3M+3.71%
Q3 201924.2K$3M+3.16%
Q2 201924.0K$3M+2.97%
Q1 201925.0K$3M+2.94%
Q4 201828.4K$3M+3.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Coe Capital Management, LLC’s full portfolio or all institutional holders of JPM.