Copperleaf Capital, LLC
- SEC CIK
- 0001802225
- Latest filing
- Oct 28, 2025
JPM holding history
JPMorgan Chase & Co in every 13F filed by Copperleaf Capital, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q3 2025 holdings
- Shares (Q3 2025)
- 6,857
- Value
- $2.16M
- % of portfolio
- 1.0%
- Quarters held
- 10
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 6,857 | $2.16M | 1.0% | +1,304+23.5% | Added | Holders |
| Q2 2025 | 5,553 | $1.61M | 0.8% | +664+13.6% | Added | Holders |
| Q1 2025 | 4,889 | $1.20M | 0.7% | +3,031+163.1% | Added | Holders |
| Q4 2024 | 1,858 | $445.4K | 0.3% | +224+13.7% | Added | Holders |
| Q3 2024 | 1,634 | $344.5K | 0.3% | −83−4.8% | Reduced | Holders |
| Q2 2024 | 1,717 | $347.3K | 0.3% | −229−11.8% | Reduced | Holders |
| Q1 2024 | 1,946 | $389.8K | 0.3% | +338+21.0% | Added | Holders |
| Q4 2023 | 1,608 | $273.5K | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2023 | 1,608 | $233.2K | 0.3% | +31+2.0% | Added | Holders |
| Q2 2023 | 1,577 | $229.4K | 0.2% | +1,577 | New | Holders |