JMPWA
COUP

JP Morgan Private Wealth Advisors’s Coupa Software Incorporated COUP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio COUP Stock Details COUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,599
Closed -$1.39M – 2025
2022
Q4 		$1.39M Buy
17,599
+12,921
+276% +$773K ﹤0.01% 986
2022
Q3 		$275K Sell
4,678
-268
-5% -$17.6K ﹤0.01% 1686
2022
Q2 		$282K Sell
4,946
-43
-0.9% -$3.31K ﹤0.01% 1685
2022
Q1 		$507K Buy
4,989
+3,429
+220% +$415K ﹤0.01% 1529
2021
Q4 		$247K Buy
1,560
+115
+8% +$23.7K ﹤0.01% 1830
2021
Q3 		$317K Sell
1,445
-29
-2% -$6.81K ﹤0.01% 1672
2021
Q2 		$386K Sell
1,474
-1,025
-41% -$254K ﹤0.01% 1583
2021
Q1 		$636K Sell
2,499
-51,326
-95% -$16.2M ﹤0.01% 1230
2020
Q4 		$18.2M Buy
53,825
+2,847
+6% +$880K 0.06% 272
2020
Q3 		$14M Buy
50,978
+45,771
+879% +$13.4M 0.05% 272
2020
Q2 		$1.44M Buy
5,207
+194
+4% +$39.1K 0.01% 684
2020
Q1 		$700K Buy
5,013
+525
+12% +$81.2K ﹤0.01% 821
2019
Q4 		$656K Buy
4,488
+485
+12% +$69.2K ﹤0.01% 944
2019
Q3 		$519K Buy
+4,003
New +$554K ﹤0.01% 991
2019
Q2 		– Sell
-3,212
Closed -$292K – 1481
2019
Q1 		$292K Sell
3,212
-535
-14% -$45.8K ﹤0.01% 1220
2018
Q4 		$236K Sell
3,747
-617
-14% -$39K ﹤0.01% 1271
2018
Q3 		$345K Buy
+4,364
New +$303K ﹤0.01% 1226

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Private Wealth Advisors's COUP Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 17,599 shares — an estimated $1.39M sold.

JP Morgan Private Wealth Advisors first reported a position in COUP in Q3 2018 and held it in 17 quarters. The position peaked at $18.2M in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 17,599 Coupa Software Incorporated shares in Q1 2023, an estimated $1.39M.
  • JP Morgan Private Wealth Advisors first reported a position in Coupa Software Incorporated in Q3 2018 and held it in 17 quarters.
  • JP Morgan Private Wealth Advisors's Coupa Software Incorporated position peaked at $18.2M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.