JPMorgan Chase & Co. shares owned by Costello Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Costello Asset Management
from 13F filings
Historical chart of Costello Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Costello Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 6.4k | 239.71 |
| 2024-09-30 | $1.4M | 6.5k | 210.86 |
| 2024-06-30 | $1.4M | 6.8k | 202.26 |
| 2024-03-31 | $1.4M | 7.0k | 200.30 |
| 2023-12-31 | $1.3M | 7.9k | 170.10 |
| 2023-09-30 | $1.5M | 11k | 145.02 |
| 2023-06-30 | $1.6M | 11k | 145.45 |
| 2023-03-31 | $1.4M | 11k | 130.31 |
| 2022-12-31 | $1.6M | 12k | 134.10 |
| 2022-09-30 | $1.2M | 12k | 104.48 |
| 2022-06-30 | $1.4M | 12k | 112.58 |
| 2022-03-31 | $1.7M | 13k | 136.33 |
| 2021-12-31 | $991k | 6.3k | 158.41 |
| 2021-09-30 | $862k | 5.3k | 163.60 |
| 2021-06-30 | $840k | 5.4k | 155.47 |
| 2021-03-31 | $826k | 5.4k | 152.31 |
| 2020-12-31 | $659k | 5.2k | 127.12 |
| 2020-09-30 | $490k | 5.1k | 96.23 |
| 2020-06-30 | $478k | 5.1k | 94.00 |