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Cooper Financial Group’s JPMorgan Chase JPM Stock Holding History

Cooper Financial Group’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 		$3.24M Sell
9,911
-451
-4% -$140K 0.27% 65
2026
Q1 		$3.05M Buy
10,362
+39
+0.4% +$11.8K 0.31% 59
2025
Q4 		$3.33M Buy
10,323
+1,131
+12% +$350K 0.35% 48
2025
Q3 		$2.9M Sell
9,192
-1,141
-11% -$339K 0.32% 53
2025
Q2 		$3M Buy
10,333
+331
+3% +$84.5K 0.35% 50
2025
Q1 		$2.45M Buy
10,002
+1,801
+22% +$459K 0.32% 62
2024
Q4 		$1.97M Buy
8,201
+850
+12% +$198K 0.24% 79
2024
Q3 		$1.55M Sell
7,351
-1,816
-20% -$383K 0.2% 89
2024
Q2 		$1.85M Buy
9,167
+474
+5% +$92.7K 0.27% 68
2024
Q1 		$1.74M Buy
8,693
+984
+13% +$178K 0.29% 68
2023
Q4 		$1.31M Buy
7,709
+189
+3% +$28.6K 0.24% 80
2023
Q3 		$1.09M Sell
7,520
-4
-0.1% -$600 0.26% 94
2023
Q2 		$1.09M Sell
7,524
-209
-3% -$28.7K 0.27% 86
2023
Q1 		$1.01M Buy
7,733
+1,479
+24% +$203K 0.27% 94
2022
Q4 		$839K Buy
6,254
+395
+7% +$50K 0.26% 94
2022
Q3 		$612K Buy
5,859
+201
+4% +$23.1K 0.22% 108
2022
Q2 		$637K Sell
5,658
-746
-12% -$92.4K 0.23% 108
2022
Q1 		$873K Sell
6,404
-108
-2% -$15.9K 0.33% 66
2021
Q4 		$1.03M Sell
6,512
-1,471
-18% -$242K 0.39% 64
2021
Q3 		$1.31M Buy
7,983
+114
+1% +$17.9K 0.27% 61
2021
Q2 		$1.22M Buy
7,869
+316
+4% +$49.6K 0.25% 60
2021
Q1 		$1.15M Sell
7,553
-1,739
-19% -$250K 0.26% 55
2020
Q4 		$1.18M Buy
9,292
+1,079
+13% +$121K 0.24% 74
2020
Q3 		$791K Sell
8,213
-1,265
-13% -$124K 0.23% 62
2020
Q2 		$892K Buy
9,478
+322
+4% +$30.6K 0.29% 53
2020
Q1 		$824K Buy
9,156
+1,719
+23% +$209K 0.34% 47
2019
Q4 		$1.04M Sell
7,437
-193
-3% -$24.8K 0.42% 35
2019
Q3 		$898K Buy
7,630
+285
+4% +$32.2K 0.4% 39
2019
Q2 		$821K Sell
7,345
-265
-3% -$29.2K 0.4% 37
2019
Q1 		$770K Sell
7,610
-814
-10% -$83.9K 0.42% 32
2018
Q4 		$822K Buy
+8,424
New +$898K 0.56% 26

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Cooper Financial Group's JPM Position: Q2 2026 in Review

Cooper Financial Group reduced its JPMorgan Chase (JPM) stake by 4.4% in Q2 2026, selling an estimated $140K and leaving 9,911 shares worth $3.24M. The position accounts for 0.27% of the portfolio, ranked #65.

Cooper Financial Group first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.33M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cooper Financial Group held 9,911 shares of JPMorgan Chase worth $3.24M as of Q2 2026.
  • Cooper Financial Group sold 451 JPMorgan Chase shares in Q2 2026, an estimated $140K.
  • JPMorgan Chase made up 0.27% of Cooper Financial Group's portfolio in Q2 2026, its #65 holding.
  • Cooper Financial Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • Cooper Financial Group's JPMorgan Chase position peaked at $3.33M in Q4 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.