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 $1.5 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
6,007
Previous 5,465 9.92%
Holding current value
$1.5 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 $734B
  • 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
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