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Disclosery

Copperwynd Financial, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Copperwynd Financial, LLC on JPM, newest first. How the timeline and the estimate are built.

Copperwynd Financial, LLC held 5,060 JPM shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 5,060 shares
    Change vs previous 13F +64 shares

    0.37% of the 13F portfolio, value $1,466,887.

    13F-HR 0001687832-25-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 4,996 shares
    Change vs previous 13F -798 shares

    0.34% of the 13F portfolio, value $1,225,396.

    13F-HR 0001687832-25-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 5,794 shares
    Change vs previous 13F -213 shares

    0.38% of the 13F portfolio, value $1,388,825.

    13F-HR 0001687832-25-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 6,007 shares
    Change vs previous 13F +542 shares

    0.38% of the 13F portfolio, value $1,266,582.

    13F-HR 0001687832-24-000005 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 5,465 shares
    Change vs previous 13F +179 shares

    0.38% of the 13F portfolio, value $1,162,898.

    13F-HR 0001687832-24-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 5,286 shares
    Change vs previous 13F -84 shares

    0.38% of the 13F portfolio, value $1,058,883.

    13F-HR 0001687832-24-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 5,370 shares
    Change vs previous 13F +100 shares

    0.36% of the 13F portfolio, value $913,395.

    13F-HR 0001687832-24-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 5,270 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $764,232.

    13F-HR 0001687832-23-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).