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Cooper Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Cooper Capital Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7M Buy
32,690
+1,596
+5% +$496K 4.64% 10
2026
Q1 		$9.15M Sell
31,094
-305
-1% -$92.6K 6.4% 7
2025
Q4 		$10.1M Buy
31,399
+97
+0.3% +$30K 6.37% 6
2025
Q3 		$9.87M Buy
31,302
+780
+3% +$232K 6.38% 4
2025
Q2 		$8.85M Buy
30,522
+119
+0.4% +$30.4K 8.54% 3
2025
Q1 		$7.46M Sell
30,403
-1,268
-4% -$323K 7.99% 4
2024
Q4 		$7.59M Buy
+31,671
New +$7.38M 7.88% 4

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cooper Capital Advisors's JPM Position: Q2 2026 in Review

Cooper Capital Advisors increased its JPMorgan Chase (JPM) stake by 5.1% in Q2 2026, buying an estimated $496K and bringing the position to 32,690 shares worth $10.7M. The position accounts for 4.64% of the portfolio, ranked #10.

Cooper Capital Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cooper Capital Advisors held 32,690 shares of JPMorgan Chase worth $10.7M as of Q2 2026.
  • Cooper Capital Advisors bought 1,596 JPMorgan Chase shares in Q2 2026, an estimated $496K.
  • JPMorgan Chase made up 4.64% of Cooper Capital Advisors's portfolio in Q2 2026, its #10 holding.
  • Cooper Capital Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cooper Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.