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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
Q3 		$4.49M Buy
13,573
+3,662
+37% +$1.28M 0.36% 52
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Cooper Financial Group increased its JPMorgan Chase (JPM) stake by 37% in Q3 2026, buying an estimated $1.28M and bringing the position to 13,573 shares worth $4.49M. The position accounts for 0.36% of the portfolio, ranked #52.

Cooper Financial Group first reported a position in JPM in Q4 2018 and has held it in 32 quarters since. 251 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Cooper Financial Group held 13,573 shares of JPMorgan Chase worth $4.49M as of Q3 2026.
  • Cooper Financial Group bought 3,662 JPMorgan Chase shares in Q3 2026, an estimated $1.28M.
  • JPMorgan Chase made up 0.36% of Cooper Financial Group's portfolio in Q3 2026, its #52 holding.
  • Cooper Financial Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 32 quarters since.
  • 251 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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