JP Morgan Private Wealth Advisors’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $603K | Buy |
7,588
+512
| +7% | +$47.2K | ﹤0.01% | 1167 |
|
|
2023
Q2 | $678K | Sell |
7,076
-2,324
| -25% | -$218K | ﹤0.01% | 909 |
|
|
2023
Q1 | $877K | Buy |
9,400
+160
| +2% | +$13.8K | ﹤0.01% | 1222 |
|
|
2022
Q4 | $764K | Buy |
9,240
+1,752
| +23% | +$129K | ﹤0.01% | 1280 |
|
|
2022
Q3 | $494K | Buy |
7,488
+144
| +2% | +$11K | ﹤0.01% | 1461 |
|
|
2022
Q2 | $575K | Buy |
7,344
+464
| +7% | +$41.1K | ﹤0.01% | 1402 |
|
|
2022
Q1 | $718K | Sell |
6,880
-1,440
| -17% | -$145K | ﹤0.01% | 1364 |
|
|
2021
Q4 | $871K | Buy |
8,320
+1,428
| +21% | +$145K | ﹤0.01% | 1314 |
|
|
2021
Q3 | $712K | Buy |
6,892
+216
| +3% | +$23K | ﹤0.01% | 1367 |
|
|
2021
Q2 | $661K | Sell |
6,676
-352
| -5% | -$34.5K | ﹤0.01% | 1378 |
|
|
2021
Q1 | $675K | Sell |
7,028
-2,452
| -26% | -$233K | ﹤0.01% | 1209 |
|
|
2020
Q4 | $861K | Sell |
9,480
-5,144
| -35% | -$441K | ﹤0.01% | 1063 |
|
|
2020
Q3 | $1.23M | Buy |
14,624
+7,752
| +113% | +$595K | ﹤0.01% | 809 |
|
|
2020
Q2 | $487K | Buy |
6,872
+2,204
| +47% | +$163K | ﹤0.01% | 1113 |
|
|
2020
Q1 | $322K | Sell |
4,668
-28
| -0.6% | -$2.28K | ﹤0.01% | 1102 |
|
|
2019
Q4 | $377K | Sell |
4,696
-64
| -1% | -$4.83K | ﹤0.01% | 1147 |
|
|
2019
Q3 | $353K | Buy |
+4,760
| New | +$384K | ﹤0.01% | 1127 |
|
|
2019
Q2 | – | Sell |
-88,812
| Closed | -$6.58M | – | 1391 |
|
|
2019
Q1 | $6.58M | Buy |
88,812
+11,656
| +15% | +$813K | 0.03% | 347 |
|
|
2018
Q4 | $4.91M | Sell |
77,156
-8,452
| -10% | -$547K | 0.03% | 363 |
|
|
2018
Q3 | $5.93M | Sell |
85,608
-1,212
| -1% | -$77.8K | 0.03% | 388 |
|
|
2018
Q2 | $5.11M | Buy |
86,820
+364
| +0.4% | +$20.8K | 0.03% | 394 |
|
|
2018
Q1 | $4.95M | Buy |
86,456
+1,736
| +2% | +$101K | 0.03% | 324 |
|
|
2017
Q4 | $4.61M | Buy |
84,720
+6,172
| +8% | +$361K | 0.03% | 340 |
|
|
2017
Q3 | $4.66M | Buy |
78,548
+792
| +1% | +$48.4K | 0.03% | 329 |
|
|
2017
Q2 | $4.65M | Buy |
77,756
+160
| +0.2% | +$8.69K | 0.04% | 308 |
|
|
2017
Q1 | $3.88M | Sell |
77,596
-996
| -1% | -$47.3K | 0.03% | 344 |
|
|
2016
Q4 | $3.44M | Buy |
78,592
+4,560
| +6% | +$199K | 0.03% | 338 |
|
|
2016
Q3 | $3.32M | Hold |
74,032
| – | – | 0.03% | 340 |
|
|
2016
Q2 | $3.17M | Sell |
74,032
-56,132
| -43% | -$2.25M | 0.03% | 347 |
|
|
2016
Q1 | $5.01M | Buy |
130,164
+64,404
| +98% | +$2.22M | 0.05% | 249 |
|
|
2015
Q4 | $2.21M | Buy |
65,760
+3,264
| +5% | +$117K | 0.02% | 350 |
|
|
2015
Q3 | $2.33M | Sell |
62,496
-9,568
| -13% | -$397K | 0.03% | 311 |
|
|
2015
Q2 | $3.21M | Sell |
72,064
-72
| -0.1% | -$3.25K | 0.04% | 298 |
|
|
2015
Q1 | $3.38M | Sell |
72,136
-356
| -0.5% | -$15K | 0.04% | 294 |
|
|
2014
Q4 | $2.94M | Buy |
72,492
+8,496
| +13% | +$341K | 0.04% | 313 |
|
|
2014
Q3 | $2.49M | Buy |
+63,996
| New | +$2.52M | 0.03% | 336 |
|
Other funds holding COO
VAM
GIM
JP Morgan Private Wealth Advisors's COO Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors increased its Cooper Companies (COO) stake by 7.2% in Q3 2023, buying an estimated $47.2K and bringing the position to 7,588 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.
JP Morgan Private Wealth Advisors first reported a position in COO in Q3 2014 and has held it in 36 quarters since. The position peaked at $6.58M in Q1 2019. 580 funds tracked by Wall St. Rank hold COO as of Q3 2023.
- JP Morgan Private Wealth Advisors held 7,588 shares of Cooper Companies worth $603K as of Q3 2023.
- JP Morgan Private Wealth Advisors bought 512 Cooper Companies shares in Q3 2023, an estimated $47.2K.
- Cooper Companies made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1167 holding.
- JP Morgan Private Wealth Advisors first reported a position in Cooper Companies in Q3 2014 and has held it in 36 quarters since.
- JP Morgan Private Wealth Advisors's Cooper Companies position peaked at $6.58M in Q1 2019.
- 580 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.