A detailed history of Kozak & Associates, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kozak & Associates, Inc. holds 7,655 shares of JPM stock, worth $1.68 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
7,655
Previous 7,426 3.08%
Holding current value
$1.68 Million
Previous $1.5 Million 7.46%
% of portfolio
0.39%
Previous 0.38%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$194.9 - $224.8 $44,632 - $51,479
229 Added 3.08%
7,655 $1.61 Million
Q2 2024

Jul 05, 2024

SELL
$180.08 - $204.79 $114,350 - $130,041
-635 Reduced 7.88%
7,426 $1.5 Million
Q1 2024

May 17, 2024

SELL
$167.09 - $200.3 $30,243 - $36,254
-181 Reduced 2.2%
8,061 $1.61 Million
Q4 2023

Jan 17, 2024

SELL
$135.69 - $170.3 $134,875 - $169,278
-994 Reduced 10.76%
8,242 $1.4 Million
Q3 2023

Oct 17, 2023

SELL
$143.21 - $158.0 $54,849 - $60,514
-383 Reduced 3.98%
9,236 $1.34 Million
Q2 2023

Jul 05, 2023

BUY
$127.47 - $145.44 $2,294 - $2,617
18 Added 0.19%
9,619 $1.4 Million
Q1 2023

Apr 03, 2023

SELL
$124.91 - $143.8 $9,243 - $10,641
-74 Reduced 0.76%
9,601 $1.25 Million
Q4 2022

Jan 03, 2023

BUY
$101.96 - $137.84 $140,602 - $190,081
1,379 Added 16.62%
9,675 $1.3 Million
Q3 2022

Oct 12, 2022

SELL
$20.73 - $120.58 $8,063 - $46,905
-389 Reduced 4.48%
8,296 $846,000
Q2 2022

Oct 12, 2022

BUY
$112.61 - $135.91 $200,783 - $242,327
1,783 Added 25.83%
8,685 $978,000
Q4 2021

Mar 11, 2022

BUY
$153.94 - $171.78 $100,522 - $112,172
653 Added 10.45%
6,902 $910,000
Q3 2021

Nov 16, 2021

BUY
$146.97 - $166.98 $174,600 - $198,372
1,188 Added 23.47%
6,249 $1.04 Million
Q4 2020

Feb 22, 2021

BUY
$96.54 - $127.07 $488,588 - $643,101
5,061 New
5,061 $698,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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