JP Morgan Chase
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JP Morgan Chase’s United States Copper Index Fund CPER Stock Holding History

JP Morgan Chase’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4
Closed -$120 – 7487
2025
Q3 		$120 Sell
4
-90
-96% -$2.71K ﹤0.01% 7156
2025
Q2 		$2.97K Sell
94
-763
-89% -$22.6K ﹤0.01% 6482
2025
Q1 		$27.1K Buy
+857
New +$24.7K ﹤0.01% 6064
2024
Q4 		– Sell
-23,364
Closed -$662K – 7436
2024
Q3 		$662K Sell
23,364
-4,218
-15% -$112K ﹤0.01% 4734
2024
Q2 		$751K Sell
27,582
-36,859
-57% -$1.04M ﹤0.01% 4451
2024
Q1 		$1.62M Buy
64,441
+23,609
+58% +$568K ﹤0.01% 4012
2023
Q4 		$986K Buy
40,832
+444
+1% +$10.3K ﹤0.01% 4337
2023
Q3 		$930K Sell
40,388
-7,960
-16% -$186K ﹤0.01% 4111
2023
Q2 		$1.12M Buy
48,348
+7,920
+20% +$187K ﹤0.01% 3973
2023
Q1 		$1.01M Buy
40,428
+7,919
+24% +$196K ﹤0.01% 4039
2022
Q4 		$751K Buy
32,509
+32,500
+361,111% +$713K ﹤0.01% 4247
2022
Q3 		$0 Sell
9
-435
-98% -$9.15K ﹤0.01% 6501
2022
Q2 		$10K Buy
444
+301
+210% +$7.9K ﹤0.01% 6027
2022
Q1 		$4K Buy
143
+134
+1,489% +$3.72K ﹤0.01% 6343
2021
Q4 		$0 Hold
9
– – ﹤0.01% 6680
2021
Q3 		$0 Hold
9
– – ﹤0.01% 6515
2021
Q2 		$0 Buy
+9
New +$244 ﹤0.01% 6377

Other funds holding CPER

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

JP Morgan Chase's CPER Position: Q4 2025 in Review

JP Morgan Chase sold out of United States Copper Index Fund (CPER) in Q4 2025, closing a stake of 4 shares — an estimated $120 sold.

JP Morgan Chase first reported a position in CPER in Q2 2021 and held it in 17 quarters. The position peaked at $1.62M in Q1 2024. 104 funds tracked by Wall St. Rank hold CPER as of Q4 2025.

  • JP Morgan Chase reported no remaining United States Copper Index Fund position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 4 United States Copper Index Fund shares in Q4 2025, an estimated $120.
  • JP Morgan Chase first reported a position in United States Copper Index Fund in Q2 2021 and held it in 17 quarters.
  • JP Morgan Chase's United States Copper Index Fund position peaked at $1.62M in Q1 2024.
  • 104 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.