Coppell Advisory Solutions’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-35,673	Closed	-$11.5M	–	208
2025 Q4	$11.5M	Buy	35,673 +3,976	+13%	+$1.23M	1.14%	19
2025 Q3	$10M	Sell	31,697 -4,520	-12%	-$1.34M	1.06%	18
2025 Q2	$10.4M	Buy	+36,217	New	+$9.24M	1.23%	18
2025 Q1	–	Sell	-21,477	Closed	-$5.14M	–	1139
2024 Q4	$5.14M	Sell	21,477 -409	-2%	-$95.3K	0.72%	24
2024 Q3	$4.61M	Buy	21,886 +762	+4%	+$161K	0.68%	28
2024 Q2	$4.27M	Buy	+21,124	New	+$4.13M	0.7%	26
2023 Q4	$13.2M	Buy	77,824 +59,120	+316%	+$8.96M	2.64%	5
2023 Q3	$2.51M	Buy	18,704 +3,839	+26%	+$575K	0.86%	26
2023 Q2	$2.13M	Buy	14,865 +1,075	+8%	+$148K	0.6%	34
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
2020 Q4	$1.16M	Buy	+9,097	New	+$1.02M	0.58%	46