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Copeland Capital Management, LLC: JPM position timeline

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

Copeland Capital Management, LLC held 59,679 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,679 shares
    Change vs previous 13F -1,535 shares

    0.45% of the 13F portfolio, value $19,743,648.

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 61,214 shares
    Change vs previous 13F -431 shares

    0.41% of the 13F portfolio, value $20,037,398.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    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 61,645 shares
    Change vs previous 13F +348 shares

    0.4% of the 13F portfolio, value $18,133,540.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 61,297 shares
    Change vs previous 13F -2,750 shares

    0.44% of the 13F portfolio, value $19,751,311.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 64,047 shares
    Change vs previous 13F -3,157 shares

    0.42% of the 13F portfolio, value $20,202,359.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 67,204 shares
    Change vs previous 13F -258 shares

    0.4% of the 13F portfolio, value $19,483,260.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, LLC
    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 67,462 shares
    Change vs previous 13F -1,347 shares

    0.33% of the 13F portfolio, value $16,548,638.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, LLC
    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 68,809 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $16,494,279.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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