Cooper/Haims Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.27M | Buy |
4,314
+938
| +28% | +$285K | 0.6% | 22 |
|
|
2025
Q4 | $1.09M | Buy |
3,376
+80
| +2% | +$24.8K | 0.49% | 24 |
|
|
2025
Q3 | $1.04M | Buy |
3,296
+35
| +1% | +$10.4K | 0.49% | 25 |
|
|
2025
Q2 | $945K | Buy |
3,261
+213
| +7% | +$54.4K | 0.47% | 25 |
|
|
2025
Q1 | $748K | Sell |
3,048
-8
| -0.3% | -$2.04K | 0.41% | 27 |
|
|
2024
Q4 | $732K | Buy |
3,056
+1
| +0% | +$233 | 0.42% | 27 |
|
|
2024
Q3 | $644K | Sell |
3,055
-184
| -6% | -$38.8K | 0.35% | 31 |
|
|
2024
Q2 | $655K | Buy |
3,239
+319
| +11% | +$62.4K | 0.37% | 29 |
|
|
2024
Q1 | $585K | Buy |
2,920
+159
| +6% | +$28.7K | 0.34% | 33 |
|
|
2023
Q4 | $470K | Sell |
2,761
-73
| -3% | -$11.1K | 0.27% | 39 |
|
|
2023
Q3 | $411K | Buy |
2,834
+76
| +3% | +$11.4K | 0.32% | 38 |
|
|
2023
Q2 | $401K | Buy |
2,758
+119
| +5% | +$16.4K | 0.31% | 39 |
|
|
2023
Q1 | $344K | Buy |
2,639
+2
| +0.1% | +$274 | 0.28% | 42 |
|
|
2022
Q4 | $354K | Sell |
2,637
-117
| -4% | -$14.8K | 0.25% | 40 |
|
|
2022
Q3 | $288K | Sell |
2,754
-98
| -3% | -$11.2K | 0.24% | 42 |
|
|
2022
Q2 | $321K | Buy |
2,852
+67
| +2% | +$8.3K | 0.21% | 46 |
|
|
2022
Q1 | $380K | Sell |
2,785
-717
| -20% | -$106K | 0.25% | 45 |
|
|
2021
Q4 | $555K | Buy |
3,502
+1
| +0% | +$164 | 0.34% | 38 |
|
|
2021
Q3 | $573K | Hold |
3,501
| – | – | 0.35% | 36 |
|
|
2021
Q2 | $545K | Buy |
3,501
+1,070
| +44% | +$168K | 0.36% | 34 |
|
|
2021
Q1 | $370K | Buy |
2,431
+117
| +5% | +$16.8K | 0.26% | 47 |
|
|
2020
Q4 | $294K | Buy |
+2,314
| New | +$259K | 0.23% | 51 |
|
|
2020
Q1 | – | Sell |
-1,851
| Closed | -$258K | – | 50 |
|
|
2019
Q4 | $258K | Hold |
1,851
| – | – | 0.14% | 46 |
|
|
2019
Q3 | $218K | Hold |
1,851
| – | – | 0.13% | 47 |
|
|
2019
Q2 | $207K | Buy |
+1,851
| New | +$204K | 0.13% | 52 |
|
|
2018
Q4 | – | Sell |
-2,084
| Closed | -$235K | – | 62 |
|
|
2018
Q3 | $235K | Sell |
2,084
-18
| -0.9% | -$2.04K | 0.16% | 51 |
|
|
2018
Q2 | $219K | Buy |
2,102
+34
| +2% | +$3.73K | 0.16% | 50 |
|
|
2018
Q1 | $227K | Sell |
2,068
-66
| -3% | -$7.47K | 0.2% | 45 |
|
|
2017
Q4 | $228K | Buy |
+2,134
| New | +$216K | 0.21% | 44 |
|
Other funds holding JPM
VCM
VPM
Cooper/Haims Advisors's JPM Position: Q1 2026 in Review
Cooper/Haims Advisors increased its JPMorgan Chase (JPM) stake by 28% in Q1 2026, buying an estimated $285K and bringing the position to 4,314 shares worth $1.27M. The position accounts for 0.6% of the portfolio, ranked #22.
Cooper/Haims Advisors first reported a position in JPM in Q4 2017 and has held it in 29 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Cooper/Haims Advisors held 4,314 shares of JPMorgan Chase worth $1.27M as of Q1 2026.
- Cooper/Haims Advisors bought 938 JPMorgan Chase shares in Q1 2026, an estimated $285K.
- JPMorgan Chase made up 0.6% of Cooper/Haims Advisors's portfolio in Q1 2026, its #22 holding.
- Cooper/Haims Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 29 quarters since.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.