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Disclosery

Cooper Financial Group: JPIE position timeline

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

Cooper Financial Group held 48,598 JPIE 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 48,598 shares
    Change vs previous 13F +2,490 shares

    0.17% of the 13F portfolio, value $2,181,551.

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

  2. period ended2026-06-30
    13F 46,108 shares
    Change vs previous 13F +1,162 shares

    0.18% of the 13F portfolio, value $2,123,291.

    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 44,946 shares
    Change vs previous 13F -77 shares

    0.21% of the 13F portfolio, value $2,070,652.

    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 45,023 shares
    Change vs previous 13F +7,028 shares

    0.22% of the 13F portfolio, value $2,084,097.

    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 37,995 shares
    Change vs previous 13F +6,115 shares

    0.2% of the 13F portfolio, value $1,763,358.

    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 31,880 shares
    Change vs previous 13F +6,131 shares

    0.17% of the 13F portfolio, value $1,476,680.

    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 25,749 shares
    Change vs previous 13F +3,147 shares

    0.16% of the 13F portfolio, value $1,186,253.

    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 22,602 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,031,097.

    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).