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

Coppell Advisory Solutions Corp’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$15.6M Buy
+77,837
New +$14M 2.94% 4
2023
Q1 		$1.78M Sell
13,790
-4,914
-26% -$673K 0.58% 41
2022
Q4 		$2.51M Buy
+18,704
New +$2.37M 0.85% 27

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Coppell Advisory Solutions Corp's JPM Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in JPMorgan Chase (JPM) in Q1 2024: 77,837 shares worth $15.6M. The stake represents 2.94% of the portfolio and ranks #4 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in JPM as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in JPM in Q4 2022 and has held it in 3 quarters since. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Coppell Advisory Solutions Corp held 77,837 shares of JPMorgan Chase worth $15.6M as of Q1 2024.
  • JPMorgan Chase was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • JPMorgan Chase made up 2.94% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #4 holding.
  • Coppell Advisory Solutions Corp first reported a position in JPMorgan Chase in Q4 2022 and has held it in 3 quarters since.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.