Coppell Advisory Solutions’s JPMorgan Chase JPM Stock Holding History

Coppell Advisory Solutions’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
2026 Q2	$2.94K	Buy	+14,953	New	+$4.64M	﹤0.01%	522
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

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Coppell Advisory Solutions's JPM Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in JPMorgan Chase (JPM) in Q2 2026: 14,953 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in JPM as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in JPM in Q4 2020 and has held it in 13 quarters since. The position peaked at $13.2M in Q4 2023. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Coppell Advisory Solutions held 14,953 shares of JPMorgan Chase worth $2.94K as of Q2 2026.
JPMorgan Chase was a new Coppell Advisory Solutions position in Q2 2026.
JPMorgan Chase made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #522 holding.
Coppell Advisory Solutions first reported a position in JPMorgan Chase in Q4 2020 and has held it in 13 quarters since.
Coppell Advisory Solutions's JPMorgan Chase position peaked at $13.2M in Q4 2023.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.