Copperwynd Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
5,060
+64
| +1% | +$18.6K | 0.37% | 50 |
|
|
2025
Q1 | $1.23M | Sell |
4,996
-798
| -14% | -$196K | 0.34% | 55 |
|
|
2024
Q4 | $1.39M | Sell |
5,794
-213
| -4% | -$51.1K | 0.38% | 47 |
|
|
2024
Q3 | $1.27M | Buy |
6,007
+542
| +10% | +$114K | 0.38% | 41 |
|
|
2024
Q2 | $1.16M | Buy |
5,465
+179
| +3% | +$38.1K | 0.38% | 42 |
|
|
2024
Q1 | $1.06M | Sell |
5,286
-84
| -2% | -$16.8K | 0.38% | 43 |
|
|
2023
Q4 | $913K | Buy |
5,370
+100
| +2% | +$17K | 0.36% | 42 |
|
|
2023
Q3 | $764K | Sell |
5,270
-142
| -3% | -$20.6K | 0.36% | 49 |
|
|
2023
Q2 | $787K | Buy |
5,412
+50
| +0.9% | +$7.27K | 0.37% | 57 |
|
|
2023
Q1 | $699K | Sell |
5,362
-14,933
| -74% | -$1.95M | 0.36% | 60 |
|
|
2022
Q4 | $2.72M | Buy |
20,295
+15,051
| +287% | +$2.02M | 1.53% | 12 |
|
|
2022
Q3 | $548K | Sell |
5,244
-117
| -2% | -$12.2K | 0.32% | 69 |
|
|
2022
Q2 | $604K | Buy |
5,361
+47
| +0.9% | +$5.3K | 0.36% | 64 |
|
|
2022
Q1 | $724K | Buy |
5,314
+172
| +3% | +$23.4K | 0.3% | 56 |
|
|
2021
Q4 | $814K | Buy |
5,142
+30
| +0.6% | +$4.75K | 0.31% | 55 |
|
|
2021
Q3 | $837K | Buy |
5,112
+45
| +0.9% | +$7.37K | 0.35% | 44 |
|
|
2021
Q2 | $788K | Buy |
5,067
+35
| +0.7% | +$5.44K | 0.33% | 46 |
|
|
2021
Q1 | $766K | Sell |
5,032
-238
| -5% | -$36.2K | 0.34% | 38 |
|
|
2020
Q4 | $670K | Sell |
5,270
-87
| -2% | -$11.1K | 0.32% | 47 |
|
|
2020
Q3 | $516K | Sell |
5,357
-90
| -2% | -$8.67K | 0.27% | 58 |
|
|
2020
Q2 | $512K | Sell |
5,447
-238
| -4% | -$22.4K | 0.29% | 49 |
|
|
2020
Q1 | $512K | Buy |
5,685
+284
| +5% | +$25.6K | 0.24% | 29 |
|
|
2019
Q4 | $753K | Buy |
5,401
+95
| +2% | +$13.2K | 0.4% | 39 |
|
|
2019
Q3 | $690K | Buy |
5,306
+354
| +7% | +$46K | 0.39% | 38 |
|
|
2019
Q2 | $554K | Buy |
4,952
+111
| +2% | +$12.4K | 0.32% | 46 |
|
|
2019
Q1 | $490K | Sell |
4,841
-1,019
| -17% | -$103K | 0.29% | 51 |
|
|
2018
Q4 | $572K | Buy |
5,860
+54
| +0.9% | +$5.27K | 0.35% | 25 |
|
|
2018
Q3 | $655K | Buy |
5,806
+82
| +1% | +$9.25K | 0.4% | 33 |
|
|
2018
Q2 | $596K | Buy |
5,724
+1,041
| +22% | +$108K | 0.42% | 25 |
|
|
2018
Q1 | $515K | Buy |
4,683
+240
| +5% | +$26.4K | 0.35% | 36 |
|
|
2017
Q4 | $475K | Buy |
+4,443
| New | +$475K | 0.35% | 39 |
|