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Disclosery

Cooper Financial Group: JPM position timeline

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

Cooper Financial Group held 13,573 JPM 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 13,573 shares
    Change vs previous 13F +3,662 shares

    0.36% of the 13F portfolio, value $4,490,198.

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

  2. period ended2026-06-30
    13F 9,911 shares
    Change vs previous 13F -451 shares

    0.27% of the 13F portfolio, value $3,244,313.

    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 10,362 shares
    Change vs previous 13F +39 shares

    0.31% of the 13F portfolio, value $3,048,135.

    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 10,323 shares
    Change vs previous 13F +1,131 shares

    0.35% of the 13F portfolio, value $3,326,177.

    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 9,192 shares
    Change vs previous 13F -1,141 shares

    0.32% of the 13F portfolio, value $2,899,523.

    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 10,333 shares
    Change vs previous 13F +331 shares

    0.35% of the 13F portfolio, value $2,995,648.

    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 10,002 shares
    Change vs previous 13F +1,801 shares

    0.32% of the 13F portfolio, value $2,453,429.

    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 8,201 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,965,793.

    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).