JPMorgan Chase & Co. shares owned by Kozak & Associates
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 8.2k | 167.99 |
| 2023-09-30 | $1.3M | 9.2k | 145.10 |
| 2023-06-30 | $1.4M | 9.6k | 146.62 |
| 2023-03-31 | $1.3M | 9.6k | 130.30 |
| 2022-12-31 | $1.3M | 9.7k | 134.06 |
| 2022-09-30 | $846k | 8.3k | 101.98 |
| 2022-06-30 | $978k | 8.7k | 112.61 |
| 2022-03-31 | $910k | 6.9k | 131.85 |
| 2021-12-31 | $910k | 6.9k | 131.85 |
| 2021-09-30 | $1.0M | 6.2k | 166.59 |
| 2020-12-31 | $698k | 5.1k | 137.92 |