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JP Morgan Private Wealth Advisors’s Copa Holdings CPA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$23.3M Buy
261,319
+254,345
+3,647% +$26.4M 0.07% 252
2023
Q2 		$771K Sell
6,974
-1,091
-14% -$109K ﹤0.01% 860
2023
Q1 		$745K Sell
8,065
-130
-2% -$11.8K ﹤0.01% 1311
2022
Q4 		$682K Buy
+8,195
New +$645K ﹤0.01% 1330
2015
Q3 		– Sell
-5,731
Closed -$473K – 1072
2015
Q2 		$473K Buy
5,731
+2,016
+54% +$192K 0.01% 695
2015
Q1 		$375K Sell
3,715
-23
-0.6% -$2.5K ﹤0.01% 810
2014
Q4 		$387K Sell
3,738
-588
-14% -$62.5K ﹤0.01% 800
2014
Q3 		$464K Sell
4,326
-393
-8% -$52.4K 0.01% 712
2014
Q2 		$673K Buy
4,719
+184
+4% +$25.8K 0.01% 491
2014
Q1 		$658K Buy
4,535
+2,043
+82% +$284K 0.01% 491
2013
Q4 		$399K Buy
2,492
+641
+35% +$96.9K 0.01% 489
2013
Q3 		$257K Buy
+1,851
New +$254K 0.01% 539

Other funds holding CPA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CPA Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Copa Holdings (CPA) stake by 3,647% in Q3 2023, buying an estimated $26.4M and bringing the position to 261,319 shares worth $23.3M. The position accounts for 0.07% of the portfolio, ranked #252.

JP Morgan Private Wealth Advisors first reported a position in CPA in Q3 2013 and has held it in 12 quarters since. 235 funds tracked by Wall St. Rank hold CPA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 261,319 shares of Copa Holdings worth $23.3M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 254,345 Copa Holdings shares in Q3 2023, an estimated $26.4M.
  • Copa Holdings made up 0.07% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #252 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Copa Holdings in Q3 2013 and has held it in 12 quarters since.
  • 235 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.