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Coe Capital Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coe Capital Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Coe Capital Management, LLC held 22,386 JPM shares at 2021-06-30 per its 13F-HR filed 2021-07-22.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 22,386 shares
    Change vs previous 13F -693 shares

    3.28% of the 13F portfolio, value $3,482,000.

    13F-HR 0001505896-21-000005 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-03-31
    13F 23,079 shares
    Change vs previous 13F +312 shares

    3.53% of the 13F portfolio, value $3,513,000.

    13F-HR 0001505896-21-000004 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2020-12-31
    13F 22,767 shares
    Change vs previous 13F +1,262 shares

    3.16% of the 13F portfolio, value $2,893,000.

    13F-HR 0001505896-21-000001 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2020-09-30
    13F 21,505 shares
    Change vs previous 13F +380 shares

    2.78% of the 13F portfolio, value $2,070,000.

    13F-HR 0001505896-20-000004 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-06-30
    13F 21,125 shares
    Change vs previous 13F +247 shares

    2.95% of the 13F portfolio, value $1,987,000.

    13F-HR 0001505896-20-000003 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-03-31
    13F 20,878 shares
    Change vs previous 13F +62 shares

    3.14% of the 13F portfolio, value $1,880,000.

    13F-HR 0001505896-20-000002 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2019-12-31
    13F 20,816 shares
    Change vs previous 13F -3,402 shares

    3.71% of the 13F portfolio, value $2,902,000.

    13F-HR 0001505896-20-000001 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2019-09-30
    13F 24,218 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $2,850,000.

    13F-HR 0001505896-19-000005 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).