JPMorgan Chase & Co. shares owned by Cozad Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cozad Asset Management
from 13F filings
Historical chart of Cozad Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cozad Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 12k | 210.86 |
| 2024-06-30 | $2.5M | 12k | 202.26 |
| 2024-03-31 | $1.9M | 9.3k | 200.30 |
| 2023-12-31 | $1.6M | 9.3k | 170.10 |
| 2023-09-30 | $1.3M | 8.9k | 145.02 |
| 2023-06-30 | $1.3M | 8.9k | 145.44 |
| 2023-03-31 | $1.3M | 9.6k | 130.31 |
| 2022-12-31 | $1.3M | 9.9k | 134.10 |
| 2022-09-30 | $984k | 9.4k | 104.49 |
| 2022-06-30 | $1.1M | 9.6k | 112.64 |
| 2022-03-31 | $1.4M | 9.9k | 136.34 |
| 2021-12-31 | $1.0M | 6.6k | 158.28 |
| 2021-09-30 | $1.1M | 6.5k | 163.73 |
| 2021-06-30 | $1.0M | 6.5k | 155.47 |
| 2021-03-31 | $1.2M | 7.7k | 152.24 |
| 2020-12-31 | $866k | 6.8k | 127.07 |
| 2020-09-30 | $680k | 7.1k | 96.33 |
| 2020-06-30 | $662k | 7.0k | 94.10 |
| 2020-03-31 | $616k | 6.8k | 90.06 |
| 2019-12-31 | $980k | 7.0k | 139.38 |
| 2019-09-30 | $802k | 6.8k | 117.75 |
| 2019-06-30 | $779k | 7.0k | 111.75 |
| 2019-03-31 | $684k | 6.8k | 101.24 |
| 2018-12-31 | $661k | 6.8k | 97.62 |
| 2018-09-30 | $722k | 6.4k | 112.78 |
| 2018-06-30 | $640k | 6.1k | 104.25 |