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 |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $913K | Buy |
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|
2023
Q3 | $764K | Sell |
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|
2023
Q2 | $787K | Buy |
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|
2023
Q1 | $699K | Sell |
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|
2022
Q4 | $2.72M | Buy |
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|
2022
Q3 | $548K | Sell |
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|
2022
Q2 | $604K | Buy |
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|
2022
Q1 | $724K | Buy |
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|
2021
Q4 | $814K | Buy |
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|
2021
Q3 | $837K | Buy |
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|
2021
Q2 | $788K | Buy |
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|
2021
Q1 | $766K | Sell |
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|
2020
Q4 | $670K | Sell |
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|
2020
Q3 | $516K | Sell |
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|
2020
Q2 | $512K | Sell |
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|
2020
Q1 | $512K | Buy |
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|
2019
Q4 | $753K | Buy |
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|
2019
Q3 | $690K | Buy |
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|
2019
Q2 | $554K | Buy |
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|
2019
Q1 | $490K | Sell |
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|
2018
Q4 | $572K | Buy |
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|
2018
Q3 | $655K | Buy |
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|
2018
Q2 | $596K | Buy |
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|
2018
Q1 | $515K | Buy |
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|
2017
Q4 | $475K | Buy |
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