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Disclosery

Cooper Financial Group: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cooper Financial Group on JEPI, newest first. How the timeline and the estimate are built.

Cooper Financial Group held 305,779 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 305,779 shares
    Change vs previous 13F -56,329 shares

    1.37% of the 13F portfolio, value $17,190,885.

    13F-HR 0001214659-26-012638 filed by Cooper Financial Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 362,108 shares
    Change vs previous 13F +20,689 shares

    1.7% of the 13F portfolio, value $20,451,869.

    13F-HR 0001214659-26-008330 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 341,419 shares
    Change vs previous 13F -93,487 shares

    1.96% of the 13F portfolio, value $19,351,628.

    13F-HR 0001214659-26-004376 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 434,906 shares
    Change vs previous 13F +11,404 shares

    2.65% of the 13F portfolio, value $24,894,011.

    13F-HR 0001214659-26-000245 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 423,502 shares
    Change vs previous 13F +15,888 shares

    2.68% of the 13F portfolio, value $24,181,944.

    13F-HR 0001214659-25-014742 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 407,614 shares
    Change vs previous 13F +46,741 shares

    2.73% of the 13F portfolio, value $23,172,884.

    13F-HR 0001214659-25-010548 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 360,873 shares
    Change vs previous 13F +36,371 shares

    2.72% of the 13F portfolio, value $20,620,298.

    13F-HR 0001214659-25-007409 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 324,502 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $18,668,583.

    13F-HR 0001214659-25-000471 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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