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JPMorgan Chase & Co. shares owned by Cottonwood Capital Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cottonwood Capital Advisors from 13F filings

Historical chart of Cottonwood Capital Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Cottonwood Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Cottonwood Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $736k 3.5k 210.88
2024-06-30 $750k 3.6k 207.62
2024-03-31 $752k 4.1k 182.88
2023-12-31 $728k 4.3k 170.13
2023-09-30 $596k 4.1k 145.02
2023-06-30 $592k 4.1k 145.44
2023-03-31 $546k 4.2k 130.31
2022-12-31 $562k 4.2k 134.10
2022-09-30 $452k 4.3k 104.44
2022-06-30 $488k 4.3k 112.70
2022-03-31 $594k 4.4k 136.21
2021-12-31 $723k 4.6k 158.28