CASC
JPM icon

Coppell Advisory Solutions Corp’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$15.6M Buy
+77,837
New +$15.6M 2.94% 4
2023
Q1
$1.78M Sell
13,790
-4,914
-26% -$634K 0.58% 41
2022
Q4
$2.51M Buy
+18,704
New +$2.51M 0.85% 27