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Disclosery

Cohen Capital Management, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cohen Capital Management, Inc. on JPM, newest first. How the timeline and the estimate are built.

Cohen Capital Management, Inc. held 81,681 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,681 shares
    Change vs previous 13F -4,147 shares

    3.64% of the 13F portfolio, value $26,736,642.

    13F-HR 0001508120-26-000003 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 85,828 shares
    Change vs previous 13F +310 shares

    3.92% of the 13F portfolio, value $25,247,164.

    13F-HR 0001508120-26-000002 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 85,518 shares
    Change vs previous 13F -250 shares

    4.15% of the 13F portfolio, value $27,555,610.

    13F-HR 0001508120-26-000001 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 85,768 shares
    Change vs previous 13F -350 shares

    4.22% of the 13F portfolio, value $27,053,800.

    13F-HR 0001508120-25-000005 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 86,118 shares
    Change vs previous 13F -200 shares

    4.06% of the 13F portfolio, value $24,966,469.

    13F-HR 0001508120-25-000003 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 86,318 shares
    Change vs previous 13F -14,540 shares

    3.63% of the 13F portfolio, value $21,173,805.

    13F-HR 0001508120-25-000002 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 100,858 shares
    Change vs previous 13F -1,003 shares

    4.03% of the 13F portfolio, value $24,176,671.

    13F-HR 0001508120-25-000001 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 101,861 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $21,478,410.

    13F-HR 0001508120-24-000004 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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