JPMorgan Chase & Co. shares owned by Cottage Street Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cottage Street Advisors
from 13F filings
Historical chart of Cottage Street Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cottage Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 32k | 314.28 |
| 2025-06-30 | $9.4M | 33k | 289.91 |
| 2025-03-31 | $8.2M | 34k | 245.30 |
| 2024-12-31 | $8.1M | 34k | 239.71 |
| 2024-09-30 | $7.2M | 34k | 210.83 |
| 2024-06-30 | $7.0M | 35k | 202.26 |
| 2024-03-31 | $7.0M | 35k | 200.30 |
| 2023-12-31 | $6.0M | 35k | 169.86 |
| 2023-09-30 | $5.1M | 35k | 145.02 |
| 2023-06-30 | $5.1M | 35k | 145.44 |
| 2023-03-31 | $4.5M | 35k | 130.31 |
| 2022-12-31 | $674M | 4.1M | 164.41 |
| 2022-09-30 | $3.7M | 36k | 104.50 |
| 2022-06-30 | $4.0M | 36k | 112.60 |
| 2022-03-31 | $5.0M | 37k | 136.20 |
| 2021-12-31 | $5.8M | 37k | 158.35 |
| 2021-09-30 | $6.0M | 36k | 163.69 |
| 2021-06-30 | $5.6M | 36k | 155.54 |
| 2021-03-31 | $5.6M | 37k | 152.24 |
| 2020-12-31 | $4.8M | 37k | 127.07 |
| 2020-09-30 | $3.6M | 38k | 96.26 |
| 2020-06-30 | $3.7M | 39k | 94.06 |
| 2020-03-31 | $3.5M | 39k | 89.62 |
| 2019-12-31 | $5.4M | 39k | 139.40 |
| 2019-09-30 | $4.6M | 39k | 117.69 |
| 2019-06-30 | $4.4M | 39k | 111.79 |
| 2019-03-31 | $4.3M | 43k | 101.23 |
| 2018-12-31 | $4.3M | 44k | 97.61 |
| 2018-09-30 | $5.0M | 44k | 112.84 |
| 2018-06-30 | $4.7M | 45k | 104.18 |
| 2018-03-31 | $5.0M | 45k | 109.98 |
| 2017-12-31 | $4.8M | 45k | 106.65 |
| 2017-09-30 | $4.4M | 46k | 95.51 |
| 2017-06-30 | $4.2M | 45k | 91.40 |
| 2017-03-31 | $3.9M | 45k | 87.72 |
| 2016-12-31 | $3.9M | 45k | 86.33 |
| 2016-09-30 | $2.9M | 44k | 66.59 |
| 2016-06-30 | $2.7M | 44k | 62.27 |
| 2016-03-31 | $2.6M | 44k | 59.58 |
| 2015-12-31 | $2.7M | 42k | 64.24 |
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