Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,217,988
+$228,584 QoQ
Shares Held
6,776
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.93%
of 13F equity value
Holder Rank
#2,878
of 5,056 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Coquina Private Wealth LLC holds $2,868,450 across 3 Banks - Diversified names. JPM ranks #1 (77.3% of the industry book) .
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,217,988 | 6,776 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,989,404 | 6,763 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,204,629 | 6,842 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||