Copperwynd Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
5,060
+64
| +1% | +$16.3K | 0.37% | 50 |
|
|
2025
Q1 | $1.23M | Sell |
4,996
-798
| -14% | -$203K | 0.34% | 55 |
|
|
2024
Q4 | $1.39M | Sell |
5,794
-213
| -4% | -$49.6K | 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% | +$35K | 0.38% | 42 |
|
|
2024
Q1 | $1.06M | Sell |
5,286
-84
| -2% | -$15.2K | 0.38% | 43 |
|
|
2023
Q4 | $913K | Buy |
5,370
+100
| +2% | +$15.2K | 0.36% | 42 |
|
|
2023
Q3 | $764K | Sell |
5,270
-142
| -3% | -$21.3K | 0.36% | 49 |
|
|
2023
Q2 | $787K | Buy |
5,412
+50
| +0.9% | +$6.88K | 0.37% | 57 |
|
|
2023
Q1 | $699K | Sell |
5,362
-14,933
| -74% | -$2.05M | 0.36% | 60 |
|
|
2022
Q4 | $2.72M | Buy |
20,295
+15,051
| +287% | +$1.91M | 1.53% | 12 |
|
|
2022
Q3 | $548K | Sell |
5,244
-117
| -2% | -$13.4K | 0.32% | 69 |
|
|
2022
Q2 | $604K | Buy |
5,361
+47
| +0.9% | +$5.82K | 0.36% | 64 |
|
|
2022
Q1 | $724K | Buy |
5,314
+172
| +3% | +$25.4K | 0.3% | 56 |
|
|
2021
Q4 | $814K | Buy |
5,142
+30
| +0.6% | +$4.93K | 0.31% | 55 |
|
|
2021
Q3 | $837K | Buy |
5,112
+45
| +0.9% | +$7.05K | 0.35% | 44 |
|
|
2021
Q2 | $788K | Buy |
5,067
+35
| +0.7% | +$5.5K | 0.33% | 46 |
|
|
2021
Q1 | $766K | Sell |
5,032
-238
| -5% | -$34.2K | 0.34% | 38 |
|
|
2020
Q4 | $670K | Sell |
5,270
-87
| -2% | -$9.72K | 0.32% | 47 |
|
|
2020
Q3 | $516K | Sell |
5,357
-90
| -2% | -$8.84K | 0.27% | 58 |
|
|
2020
Q2 | $512K | Sell |
5,447
-238
| -4% | -$22.6K | 0.29% | 49 |
|
|
2020
Q1 | $512K | Buy |
5,685
+284
| +5% | +$34.5K | 0.24% | 29 |
|
|
2019
Q4 | $753K | Buy |
5,401
+95
| +2% | +$12.2K | 0.4% | 39 |
|
|
2019
Q3 | $690K | Buy |
5,306
+354
| +7% | +$40K | 0.39% | 38 |
|
|
2019
Q2 | $554K | Buy |
4,952
+111
| +2% | +$12.2K | 0.32% | 46 |
|
|
2019
Q1 | $490K | Sell |
4,841
-1,019
| -17% | -$105K | 0.29% | 51 |
|
|
2018
Q4 | $572K | Buy |
5,860
+54
| +0.9% | +$5.75K | 0.35% | 25 |
|
|
2018
Q3 | $655K | Buy |
5,806
+82
| +1% | +$9.31K | 0.4% | 33 |
|
|
2018
Q2 | $596K | Buy |
5,724
+1,041
| +22% | +$114K | 0.42% | 25 |
|
|
2018
Q1 | $515K | Buy |
4,683
+240
| +5% | +$27.2K | 0.35% | 36 |
|
|
2017
Q4 | $475K | Buy |
+4,443
| New | +$450K | 0.35% | 39 |
|
Other funds holding JPM
Copperwynd Financial's JPM Position: Q2 2025 in Review
Copperwynd Financial increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2025, buying an estimated $16.3K and bringing the position to 5,060 shares worth $1.47M. The position accounts for 0.37% of the portfolio, ranked #50.
Copperwynd Financial first reported a position in JPM in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.72M in Q4 2022. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.
- Copperwynd Financial held 5,060 shares of JPMorgan Chase worth $1.47M as of Q2 2025.
- Copperwynd Financial bought 64 JPMorgan Chase shares in Q2 2025, an estimated $16.3K.
- JPMorgan Chase made up 0.37% of Copperwynd Financial's portfolio in Q2 2025, its #50 holding.
- Copperwynd Financial first reported a position in JPMorgan Chase in Q4 2017 and has held it in 31 quarters since.
- Copperwynd Financial's JPMorgan Chase position peaked at $2.72M in Q4 2022.
- 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.
Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.