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Disclosery

Cooper Capital Advisors LLC: JPM position timeline

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

Cooper Capital Advisors LLC held 32,690 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 32,690 shares
    Change vs previous 13F +1,596 shares

    4.64% of the 13F portfolio, value $10,700,287.

    13F-HR 0001172661-26-002750 filed by Cooper Capital Advisors LLC
    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 31,094 shares
    Change vs previous 13F -305 shares

    6.4% of the 13F portfolio, value $9,146,560.

    13F-HR 0001172661-26-001661 filed by Cooper Capital Advisors LLC
    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 31,399 shares
    Change vs previous 13F +97 shares

    6.37% of the 13F portfolio, value $10,117,402.

    13F-HR 0001172661-26-000681 filed by Cooper Capital Advisors LLC
    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 31,302 shares
    Change vs previous 13F +780 shares

    6.38% of the 13F portfolio, value $9,873,463.

    13F-HR 0001172661-25-004441 filed by Cooper Capital Advisors LLC
    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 30,522 shares
    Change vs previous 13F +119 shares

    8.54% of the 13F portfolio, value $8,848,551.

    13F-HR 0001172661-25-002970 filed by Cooper Capital Advisors LLC
    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 30,403 shares
    Change vs previous 13F -1,268 shares

    7.99% of the 13F portfolio, value $7,457,881.

    13F-HR 0001172661-25-001546 filed by Cooper Capital Advisors LLC
    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 31,671 shares
    Change vs previous 13F not available

    7.88% of the 13F portfolio, value $7,591,812.

    13F-HR 0001172661-25-001483 filed by Cooper Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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