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Disclosery

Cooper Financial Group: JEPQ position timeline

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

Cooper Financial Group held 19,956 JEPQ 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 19,956 shares
    Change vs previous 13F +2,618 shares

    0.1% of the 13F portfolio, value $1,222,504.

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

  2. period ended2026-06-30
    13F 17,338 shares
    Change vs previous 13F -626 shares

    0.09% of the 13F portfolio, value $1,065,613.

    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 17,964 shares
    Change vs previous 13F -1,113 shares

    0.1% of the 13F portfolio, value $997,383.

    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 19,077 shares
    Change vs previous 13F +64 shares

    0.12% of the 13F portfolio, value $1,108,728.

    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 19,013 shares
    Change vs previous 13F +141 shares

    0.12% of the 13F portfolio, value $1,093,654.

    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 18,872 shares
    Change vs previous 13F +481 shares

    0.12% of the 13F portfolio, value $1,026,610.

    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 18,391 shares
    Change vs previous 13F +1,965 shares

    0.13% of the 13F portfolio, value $952,260.

    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 16,426 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $926,107.

    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).