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Cooper Financial Group → JPM-PM
Cooper Financial Group JPM-PM Position History
JPM-PM
Quarters held
49
Latest value
$27.4M
Q3 2026
Peak value
$27.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $292K |
| Q4 2025 | $3.3M |
| Q4 2025 | $2.7M |
| Q4 2025 | $2.1M |
| Q4 2025 | $24.9M |
| Q4 2025 | $2.7M |
| Q4 2025 | $995K |
| Q4 2025 | $19.4M |
| Q4 2025 | $1.1M |
| Q4 2025 | $626K |
| Q4 2025 | $664K |
| Q1 2026 | $244K |
| Q1 2026 | $3M |
| Q1 2026 | $2.8M |
| Q1 2026 | $2.1M |
| Q1 2026 | $19.4M |
| Q1 2026 | $2.6M |
| Q1 2026 | $993K |
| Q1 2026 | $18.6M |
| Q1 2026 | $997K |
| Q1 2026 | $604K |
| Q1 2026 | $605K |
| Q2 2026 | $244K |
| Q2 2026 | $229K |
| Q2 2026 | $3.2M |
| Q2 2026 | $5.9M |
| Q2 2026 | $2.1M |
| Q2 2026 | $20.5M |
| Q2 2026 | $2.2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $18M |
| Q2 2026 | $1.1M |
| Q2 2026 | $708K |
| Q2 2026 | $792K |
| Q2 2026 | $23.3M |
| Q3 2026 | $246K |
| Q3 2026 | $232K |
| Q3 2026 | $4.5M |
| Q3 2026 | $5.6M |
| Q3 2026 | $2.2M |
| Q3 2026 | $17.2M |
| Q3 2026 | $408K |
| Q3 2026 | $1.9M |
| Q3 2026 | $1.1M |
| Q3 2026 | $17.1M |
| Q3 2026 | $1.2M |
| Q3 2026 | $527K |
| Q3 2026 | $714K |
| Q3 2026 | $27.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.4M | 287.4K | — | — |
| Q3 2026 | $714K | 6.8K | — | — |
| Q3 2026 | $527K | 5.5K | — | — |
| Q3 2026 | $1.2M | 20.0K | — | — |
| Q3 2026 | $17.1M | 340.0K | — | — |
| Q3 2026 | $1.1M | 15.5K | — | — |
| Q3 2026 | $1.9M | 37.2K | — | — |
| Q3 2026 | $408K | 8.6K | — | — |
| Q3 2026 | $17.2M | 305.8K | — | — |
| Q3 2026 | $2.2M | 48.6K | — | — |
| Q3 2026 | $5.6M | 67.6K | — | — |
| Q3 2026 | $4.5M | 13.6K | — | — |
| Q3 2026 | $232K | 700 | — | — |
| Q3 2026 | $246K | 10.8K | — | — |
| Q2 2026 | $23.3M | 253.1K | — | — |
| Q2 2026 | $792K | 7.1K | — | — |
| Q2 2026 | $708K | 7.2K | — | — |
| Q2 2026 | $1.1M | 17.3K | — | — |
| Q2 2026 | $18M | 355.3K | — | — |
| Q2 2026 | $1.1M | 15.5K | — | — |
| Q2 2026 | $2.2M | 44.0K | — | — |
| Q2 2026 | $20.5M | 362.1K | — | — |
| Q2 2026 | $2.1M | 46.1K | — | — |
| Q2 2026 | $5.9M | 71.9K | — | — |
| Q2 2026 | $3.2M | 9.9K | — | — |
| Q2 2026 | $229K | 700 | — | — |
| Q2 2026 | $244K | 10.7K | — | — |
| Q1 2026 | $605K | 7.6K | — | — |
| Q1 2026 | $604K | 7.1K | — | — |
| Q1 2026 | $997K | 18.0K | — | — |
| Q1 2026 | $18.6M | 367.9K | — | — |
| Q1 2026 | $993K | 16.2K | — | — |
| Q1 2026 | $2.6M | 51.7K | — | — |
| Q1 2026 | $19.4M | 341.4K | — | — |
| Q1 2026 | $2.1M | 44.9K | — | — |
| Q1 2026 | $2.8M | 37.3K | — | — |
| Q1 2026 | $3M | 10.4K | — | — |
| Q1 2026 | $244K | 10.6K | — | — |
| Q4 2025 | $664K | 7.4K | — | — |
| Q4 2025 | $626K | 6.7K | — | — |
| Q4 2025 | $1.1M | 19.1K | — | — |
| Q4 2025 | $19.4M | 383.6K | — | — |
| Q4 2025 | $995K | 15.7K | — | — |
| Q4 2025 | $2.7M | 53.6K | — | — |
| Q4 2025 | $24.9M | 434.9K | — | — |
| Q4 2025 | $2.1M | 45.0K | — | — |
| Q4 2025 | $2.7M | 35.5K | — | — |
| Q4 2025 | $3.3M | 10.3K | — | — |
| Q4 2025 | $292K | 12.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B