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Copperleaf Capital’s JPMorgan Chase JPM Stock Holding History

Copperleaf Capital’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
2025
Q3 		$2.16M Buy
6,857
+1,304
+23% +$388K 1.04% 26
2025
Q2 		$1.61M Buy
5,553
+664
+14% +$169K 0.81% 32
2025
Q1 		$1.2M Buy
4,889
+3,031
+163% +$773K 0.72% 37
2024
Q4 		$445K Buy
1,858
+224
+14% +$52.2K 0.28% 68
2024
Q3 		$345K Sell
1,634
-83
-5% -$17.5K 0.26% 75
2024
Q2 		$347K Sell
1,717
-229
-12% -$44.8K 0.28% 73
2024
Q1 		$390K Buy
1,946
+338
+21% +$61K 0.34% 69
2023
Q4 		$274K Hold
1,608
– – 0.28% 67
2023
Q3 		$233K Buy
1,608
+31
+2% +$4.65K 0.25% 72
2023
Q2 		$229K Buy
+1,577
New +$217K 0.22% 70

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Copperleaf Capital's JPM Position: Q3 2025 in Review

Copperleaf Capital increased its JPMorgan Chase (JPM) stake by 23% in Q3 2025, buying an estimated $388K and bringing the position to 6,857 shares worth $2.16M. The position accounts for 1.04% of the portfolio, ranked #26.

Copperleaf Capital first reported a position in JPM in Q2 2023 and has held it in 10 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Copperleaf Capital held 6,857 shares of JPMorgan Chase worth $2.16M as of Q3 2025.
  • Copperleaf Capital bought 1,304 JPMorgan Chase shares in Q3 2025, an estimated $388K.
  • JPMorgan Chase made up 1.04% of Copperleaf Capital's portfolio in Q3 2025, its #26 holding.
  • Copperleaf Capital first reported a position in JPMorgan Chase in Q2 2023 and has held it in 10 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.