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.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 7.4k | 300.36 |
| 2025-06-30 | $2.1M | 7.3k | 283.16 |
| 2025-03-31 | $1.7M | 7.3k | 234.71 |
| 2024-12-31 | $1.8M | 7.3k | 243.26 |
| 2024-09-30 | $1.7M | 7.7k | 223.65 |
| 2024-06-30 | $1.5M | 7.4k | 208.70 |
| 2024-03-31 | $1.6M | 8.1k | 202.48 |
| 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 |