CAS
Coppell Advisory Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
+36,217
| New | +$10.4M | 1.23% | 18 |
|
|
2025
Q1 | – | Sell |
-21,477
| Closed | -$5.14M | – | 1139 |
|
|
2024
Q4 | $5.14M | Sell |
21,477
-409
| -2% | -$97.9K | 0.72% | 24 |
|
|
2024
Q3 | $4.61M | Buy |
21,886
+762
| +4% | +$160K | 0.68% | 28 |
|
|
2024
Q2 | $4.27M | Buy |
+21,124
| New | +$4.27M | 0.7% | 26 |
|
|
2023
Q4 | $13.2M | Buy |
77,824
+59,120
| +316% | +$10.1M | 2.64% | 5 |
|
|
2023
Q3 | $2.51M | Buy |
18,704
+3,839
| +26% | +$515K | 0.86% | 26 |
|
|
2023
Q2 | $2.13M | Buy |
14,865
+1,075
| +8% | +$154K | 0.6% | 34 |
|
|
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 |
|
|
2020
Q4 | $1.16M | Buy |
+9,097
| New | +$1.16M | 0.58% | 46 |
|