Position in CPA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$6,689
+$1,918 QoQ
Shares Held
43
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#288
of 322 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPA Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $208,885 across 9 Airlines names. CPA ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
817 | $76,520 | |
| 2 | LUV |
Southwest Airlines Co
|
1,246 | $64,069 | |
| 3 | UAL |
United Airlines Holdings, Inc.
|
319 | $43,380 | |
| 4 | AAL |
American Airlines Group Inc.
|
437 | $7,896 | |
| 5 | CPA |
Copa Holdings, S.A.
This page
|
43 | $6,689 | |
| 6 | ALK |
Alaska Air Group, Inc.
|
87 | $4,541 | |
| 7 | RYAAY |
Ryanair Holdings PLC
|
52 | $3,367 | |
| 8 | JBLU |
Jetblue Airways Corp
|
341 | $1,953 |
All Filings in CPA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,689 | 43 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,771 | 42 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,703 | 39 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,445 | 29 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,189 | 29 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $1,845 | 21 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,346 | 25 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,903 | 20 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,083 | 20 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,126 | 20 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,960 | 22 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,432 | 22 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,031 | 22 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,746 | 21 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,206 | 18 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $126 | 2 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,254 | 15 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $18,267 | 221 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $17,415 | 214 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $16,120 | 214 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,289 | 214 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $22,937 | 297 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $14,950 | 297 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $15,016 | 297 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $10,914 | 241 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||