Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,244,167
+$196,082 QoQ
Shares Held
9,911
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,500
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$229,131
PutShares
700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cooper Financial Group holds $8,938,195 across 7 Banks - Diversified names. JPM ranks #1 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
9,911 | $3,244,167 | |
| 2 | C |
Citigroup Inc
|
19,649 | $2,750,074 | |
| 3 | BAC |
Bank Of America Corp /De/
|
26,332 | $1,500,397 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
6,680 | $552,035 | |
| 5 | RY |
Royal Bank Of Canada
|
1,671 | $345,846 | |
| 6 | ING |
Ing Groep NV
|
9,380 | $294,344 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,738 | $251,332 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,131 | 700 | Put | Sole | 2026-07-08 | |
| 2026-06-30 | $3,244,167 | 9,911 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,048,085 | 10,362 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,326,277 | 10,323 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,899,432 | 9,192 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,995,640 | 10,333 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,453,490 | 10,002 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,965,861 | 8,201 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,550,031 | 7,351 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,854,117 | 9,167 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,741,207 | 8,693 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,311,300 | 7,709 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,090,550 | 7,520 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,094,290 | 7,524 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,007,687 | 7,733 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $838,661 | 6,254 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $612,265 | 5,859 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $637,147 | 5,658 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $872,993 | 6,404 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,031,175 | 6,512 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,306,737 | 7,983 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,223,944 | 7,869 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $1,149,793 | 7,553 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,180,734 | 9,292 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $790,665 | 8,213 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $891,500 | 9,478 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $824,314 | 9,156 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||