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COOKSON PEIRCE & CO INC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COOKSON PEIRCE & CO INC on JPM, newest first. How the timeline and the estimate are built.

COOKSON PEIRCE & CO INC held 11,520 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,520 shares
    Change vs previous 13F +96 shares

    0.12% of the 13F portfolio, value $3,770,694.

    13F-HR 0001141455-26-000004 filed by COOKSON PEIRCE & CO 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 11,424 shares
    Change vs previous 13F -259 shares

    0.14% of the 13F portfolio, value $3,360,502.

    13F-HR 0001141455-26-000003 filed by COOKSON PEIRCE & CO 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 11,683 shares
    Change vs previous 13F +313 shares

    0.16% of the 13F portfolio, value $3,764,357.

    13F-HR 0001141455-26-000001 filed by COOKSON PEIRCE & CO 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 11,370 shares
    Change vs previous 13F +190 shares

    0.15% of the 13F portfolio, value $3,586,408.

    13F-HR 0001141455-25-000007 filed by COOKSON PEIRCE & CO 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 11,180 shares
    Change vs previous 13F -485 shares

    0.14% of the 13F portfolio, value $3,241,241.

    13F-HR 0001141455-25-000005 filed by COOKSON PEIRCE & CO 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 11,665 shares
    Change vs previous 13F +1,379 shares

    0.14% of the 13F portfolio, value $2,861,524.

    13F-HR 0001141455-25-000004 filed by COOKSON PEIRCE & CO 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 10,286 shares
    Change vs previous 13F +2,219 shares

    0.11% of the 13F portfolio, value $2,465,609.

    13F-HR 0001141455-25-000003 filed by COOKSON PEIRCE & CO 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 8,067 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,701,022.

    13F-HR 0001141455-24-000006 filed by COOKSON PEIRCE & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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