Coppell Advisory Solutions LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1848433 COPPELL, TX

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,935

-$11,491,619 QoQ

Shares Held

14,953

-58.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#5,041

of 5,048 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Coppell Advisory Solutions LLC holds $2,348,998 across 7 Banks - Diversified names. JPM ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	44,859	$2,292,862
2	UBS	UBS Group AG	509	$25,225
3	BAC	Bank Of America Corp /De/	18,027	$17,857
4	ING	Ing Groep NV	213	$6,683
5	JPM	Jpmorgan Chase & Co This page	14,953	$2,935
6	BCS	Barclays PLC	88	$2,363
7	C	Citigroup Inc	10,291	$1,073

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,935	14,953	-58.1%	Shares	Sole	2026-08-14
2025-12-31	$11,494,554	35,673	+12.5%	Shares	Sole	2026-02-17
2025-09-30	$9,998,184	31,697	-12.5%	Shares	Sole	2025-11-14
2025-06-30	$10,499,670	36,217	+68.6%	Shares	Sole	2025-08-14
2024-12-31	$5,148,251	21,477	-1.9%	Shares	Sole	2025-02-14
2024-09-30	$4,614,881	21,886	+3.6%	Shares	Sole	2024-11-14
2024-06-30	$4,272,540	21,124	-72.9%	Shares	Sole	2024-08-15
2023-12-31	$13,237,862	77,824	+316.1%	Shares	Sole	2024-02-14
2023-09-30	$2,712,454	18,704	+25.8%	Shares	Sole	2023-11-14
2023-06-30	$2,161,965	14,865	+7.8%	Shares	Sole	2023-08-17
2023-03-31	$1,796,974	13,790	-26.3%	Shares	Sole	2023-05-19
2022-12-31	$2,508,206	18,704	+105.6%	Shares	Sole	2023-05-19
2020-12-31	$1,155,955	9,097	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.