JPMorgan Chase & Co. shares owned by Copeland Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Copeland Capital Management
from 13F filings
Historical chart of Copeland Capital Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Copeland Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.5M | 38k | 200.30 |
| 2023-12-31 | $85k | 500 | 170.10 |
| 2023-09-30 | $73k | 500 | 145.02 |
| 2023-06-30 | $338k | 2.3k | 145.44 |
| 2023-03-31 | $308k | 2.4k | 130.23 |
| 2022-12-31 | $320k | 2.4k | 134.17 |
| 2022-09-30 | $388k | 3.7k | 104.53 |
| 2022-06-30 | $1.5M | 14k | 112.60 |
| 2022-03-31 | $9.5M | 70k | 136.31 |
| 2021-12-31 | $11M | 70k | 158.34 |
| 2021-09-30 | $11M | 69k | 163.70 |
| 2021-06-30 | $6.7M | 43k | 155.54 |
| 2021-03-31 | $6.1M | 40k | 152.24 |
| 2020-12-31 | $5.2M | 41k | 127.07 |
| 2020-09-30 | $3.7M | 38k | 96.26 |
| 2020-06-30 | $3.6M | 38k | 94.05 |
| 2020-03-31 | $3.6M | 40k | 90.03 |
| 2019-12-31 | $4.5M | 32k | 139.42 |
| 2019-09-30 | $3.2M | 27k | 117.68 |
| 2019-06-30 | $3.0M | 27k | 111.79 |
| 2019-03-31 | $2.7M | 27k | 101.24 |
| 2018-12-31 | $5.6M | 57k | 97.61 |
| 2018-09-30 | $5.9M | 52k | 112.85 |
| 2018-06-30 | $5.0M | 48k | 104.19 |
| 2018-03-31 | $5.4M | 49k | 109.96 |
| 2017-12-31 | $5.3M | 49k | 106.93 |
| 2017-09-30 | $2.3M | 25k | 95.50 |
| 2017-06-30 | $2.2M | 24k | 91.42 |
More positions owned by Copeland Capital Management
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