A detailed history of Copperwynd Financial, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Copperwynd Financial, LLC holds 6,007 shares of JPM stock, worth $1.46 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
6,007
Previous 5,465 9.92%
Holding current value
$1.46 Million
Previous $1.11 Million 14.57%
% of portfolio
0.38%
Previous 0.35%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$194.9 - $224.8 $105,635 - $121,841
542 Added 9.92%
6,007 $1.27 Million
Q2 2024

Aug 15, 2024

BUY
$180.08 - $204.79 $32,234 - $36,657
179 Added 3.39%
5,465 $1.11 Million
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $14,035 - $16,825
-84 Reduced 1.56%
5,286 $1.06 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $13,569 - $17,030
100 Added 1.9%
5,370 $913,000
Q3 2023

Nov 07, 2023

SELL
$143.21 - $158.0 $20,335 - $22,436
-142 Reduced 2.62%
5,270 $764,000
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $6,373 - $7,272
50 Added 0.93%
5,412 $787,000
Q1 2023

Apr 28, 2023

SELL
$124.91 - $143.8 $1.87 Million - $2.15 Million
-14,933 Reduced 73.58%
5,362 $698,000
Q4 2022

Feb 02, 2023

BUY
$101.96 - $137.84 $1.53 Million - $2.07 Million
15,051 Added 287.01%
20,295 $2.72 Million
Q3 2022

Nov 10, 2022

SELL
$20.73 - $120.58 $2,425 - $14,107
-117 Reduced 2.18%
5,244 $548,000
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $5,292 - $6,387
47 Added 0.88%
5,361 $604,000
Q1 2022

Apr 21, 2022

BUY
$128.3 - $168.44 $22,067 - $28,971
172 Added 3.35%
5,314 $724,000
Q4 2021

Feb 04, 2022

BUY
$153.94 - $171.78 $4,618 - $5,153
30 Added 0.59%
5,142 $814,000
Q3 2021

Nov 03, 2021

BUY
$146.97 - $166.98 $6,613 - $7,514
45 Added 0.89%
5,112 $837,000
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $5,157 - $5,825
35 Added 0.7%
5,067 $788,000
Q1 2021

May 06, 2021

SELL
$125.65 - $157.65 $29,904 - $37,520
-238 Reduced 4.52%
5,032 $766,000
Q4 2020

Feb 10, 2021

SELL
$96.54 - $127.07 $8,398 - $11,055
-87 Reduced 1.62%
5,270 $670,000
Q3 2020

Nov 05, 2020

SELL
$91.28 - $103.82 $8,215 - $9,343
-90 Reduced 1.65%
5,357 $516,000
Q2 2020

Aug 07, 2020

SELL
$84.03 - $113.45 $19,999 - $27,001
-238 Reduced 4.19%
5,447 $512,000
Q1 2020

May 11, 2020

BUY
$79.03 - $141.09 $22,444 - $40,069
284 Added 5.26%
5,685 $512,000
Q4 2019

Jan 23, 2020

BUY
$111.82 - $139.4 $10,622 - $13,243
95 Added 1.79%
5,401 $753,000
Q3 2019

Nov 12, 2019

BUY
$104.8 - $120.23 $37,099 - $42,561
354 Added 7.15%
5,306 $690,000
Q2 2019

Aug 07, 2019

BUY
$104.64 - $116.12 $11,615 - $12,889
111 Added 2.29%
4,952 $554,000
Q1 2019

May 13, 2019

SELL
$97.11 - $107.19 $98,955 - $109,226
-1,019 Reduced 17.39%
4,841 $490,000
Q4 2018

Feb 08, 2019

BUY
$92.14 - $115.32 $4,975 - $6,227
54 Added 0.93%
5,860 $572,000
Q3 2018

Nov 13, 2018

BUY
$103.61 - $118.63 $8,496 - $9,727
82 Added 1.43%
5,806 $655,000
Q2 2018

Aug 01, 2018

BUY
$103.24 - $114.29 $107,472 - $118,975
1,041 Added 22.23%
5,724 $596,000
Q1 2018

Apr 27, 2018

BUY
$107.01 - $118.77 $25,682 - $28,504
240 Added 5.4%
4,683 $515,000
Q4 2017

Feb 06, 2018

BUY
$95.86 - $107.83 $425,905 - $479,088
4,443
4,443 $475,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $713B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Copperwynd Financial, LLC Portfolio

Follow Copperwynd Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copperwynd Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Copperwynd Financial, LLC with notifications on news.