CFG
Cooper Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
10,333
+331
| +3% | +$96K | 0.35% | 50 |
|
|
2025
Q1 | $2.45M | Buy |
10,002
+1,801
| +22% | +$442K | 0.32% | 62 |
|
|
2024
Q4 | $1.97M | Buy |
8,201
+850
| +12% | +$204K | 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% | +$95.9K | 0.27% | 68 |
|
|
2024
Q1 | $1.74M | Buy |
8,693
+984
| +13% | +$197K | 0.29% | 68 |
|
|
2023
Q4 | $1.31M | Buy |
7,709
+189
| +3% | +$32.1K | 0.24% | 80 |
|
|
2023
Q3 | $1.09M | Sell |
7,520
-4
| -0.1% | -$580 | 0.26% | 94 |
|
|
2023
Q2 | $1.09M | Sell |
7,524
-209
| -3% | -$30.4K | 0.27% | 86 |
|
|
2023
Q1 | $1.01M | Buy |
7,733
+1,479
| +24% | +$193K | 0.27% | 94 |
|
|
2022
Q4 | $839K | Buy |
6,254
+395
| +7% | +$53K | 0.26% | 94 |
|
|
2022
Q3 | $612K | Buy |
5,859
+201
| +4% | +$21K | 0.22% | 108 |
|
|
2022
Q2 | $637K | Sell |
5,658
-746
| -12% | -$84K | 0.23% | 108 |
|
|
2022
Q1 | $873K | Sell |
6,404
-108
| -2% | -$14.7K | 0.33% | 66 |
|
|
2021
Q4 | $1.03M | Sell |
6,512
-1,471
| -18% | -$233K | 0.39% | 64 |
|
|
2021
Q3 | $1.31M | Buy |
7,983
+114
| +1% | +$18.7K | 0.27% | 61 |
|
|
2021
Q2 | $1.22M | Buy |
7,869
+316
| +4% | +$49.2K | 0.25% | 60 |
|
|
2021
Q1 | $1.15M | Sell |
7,553
-1,739
| -19% | -$265K | 0.26% | 55 |
|
|
2020
Q4 | $1.18M | Buy |
9,292
+1,079
| +13% | +$137K | 0.24% | 74 |
|
|
2020
Q3 | $791K | Sell |
8,213
-1,265
| -13% | -$122K | 0.23% | 62 |
|
|
2020
Q2 | $892K | Buy |
9,478
+322
| +4% | +$30.3K | 0.29% | 53 |
|
|
2020
Q1 | $824K | Buy |
9,156
+1,719
| +23% | +$155K | 0.34% | 47 |
|
|
2019
Q4 | $1.04M | Sell |
7,437
-193
| -3% | -$26.9K | 0.42% | 35 |
|
|
2019
Q3 | $898K | Buy |
7,630
+285
| +4% | +$33.5K | 0.4% | 39 |
|
|
2019
Q2 | $821K | Sell |
7,345
-265
| -3% | -$29.6K | 0.4% | 37 |
|
|
2019
Q1 | $770K | Sell |
7,610
-814
| -10% | -$82.4K | 0.42% | 32 |
|
|
2018
Q4 | $822K | Buy |
+8,424
| New | +$822K | 0.56% | 26 |
|