Cooper Financial Group
JADE icon

Cooper Financial Group’s JPMorgan Active Developing Markets Equity ETF JADE Stock Holding History

Cooper Financial Group’s Portfolio JADE Stock Details JADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.22M Buy
15,436
+488
+3% +$38.3K 0.1% 150
2026
Q2 		$1.2M Buy
14,948
+2,141
+17% +$162K 0.1% 143
2026
Q1 		$849K Buy
12,807
+916
+8% +$62.6K 0.09% 181
2025
Q4 		$748K Buy
+11,891
New +$740K 0.08% 181

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Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
3Chopt Investment Partners
3Chopt Investment Partners Richmond, Virginia $558M AUM 27.55% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Cooper Financial Group's JADE Position: Q3 2026 in Review

Cooper Financial Group increased its JPMorgan Active Developing Markets Equity ETF (JADE) stake by 3.3% in Q3 2026, buying an estimated $38.3K and bringing the position to 15,436 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #150.

Cooper Financial Group first reported a position in JADE in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold JADE as of Q3 2026.

  • Cooper Financial Group held 15,436 shares of JPMorgan Active Developing Markets Equity ETF worth $1.22M as of Q3 2026.
  • Cooper Financial Group bought 488 JPMorgan Active Developing Markets Equity ETF shares in Q3 2026, an estimated $38.3K.
  • JPMorgan Active Developing Markets Equity ETF made up 0.1% of Cooper Financial Group's portfolio in Q3 2026, its #150 holding.
  • Cooper Financial Group first reported a position in JPMorgan Active Developing Markets Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held JPMorgan Active Developing Markets Equity ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.