JFS Wealth Advisors’s Coupang CPNG Stock Holding History

JFS Wealth Advisors’s Portfolio CPNG Stock Details CPNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.62K	Sell	151 -37	-20%	-$668	﹤0.01%	1519
2026 Q1	$3.55K	Sell	188 -105	-36%	-$2.06K	﹤0.01%	1314
2025 Q4	$6.91K	Buy	293 +129	+79%	+$3.67K	﹤0.01%	1116
2025 Q3	$5.28K	Buy	164 +72	+78%	+$2.18K	﹤0.01%	1101
2025 Q2	$2.76K	Sell	92 -41	-31%	-$1.05K	﹤0.01%	1300
2025 Q1	$2.92K	Buy	133 +129	+3,225%	+$3K	﹤0.01%	1326
2024 Q4	$88	Buy	+4	New	+$98	﹤0.01%	1890
2022 Q2	–	Sell	-401	Closed	-$7K	–	1781
2022 Q1	$7K	Hold	401	–	–	﹤0.01%	908
2021 Q4	$12K	Hold	401	–	–	﹤0.01%	658
2021 Q3	$11K	Hold	401	–	–	﹤0.01%	625
2021 Q2	$17K	Buy	+401	New	+$16.4K	﹤0.01%	385

Other funds holding CPNG

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return