JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Copeland Capital Management, LLC's Holding History (CIK: 0001541743)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 61,297 Value ($000) $19,751 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 64,047 Value ($000) $20,202 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 67,204 Value ($000) $19,483 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 67,462 Value ($000) $16,549 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 68,809 Value ($000) $16,494 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 79,481 Value ($000) $16,759 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 44,042 Value ($000) $8,908 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 37,690 Value ($000) $7,549 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 500 Value ($000) $85 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 500 Value ($000) $73 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 2,323 Value ($000) $338 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 2,365 Value ($000) $0 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 2,385 Value ($000) $0 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 3,712 Value ($000) $388 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 13,757 Value ($000) $1,549 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 69,939 Value ($000) $9,534 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 70,125 Value ($000) $11,104 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 68,988 Value ($000) $11,293 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 42,856 Value ($000) $6,666 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 40,351 Value ($000) $6,143 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 40,601 Value ($000) $5,159 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 38,208 Value ($000) $3,678 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 38,269 Value ($000) $3,599 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 39,869 Value ($000) $3,590 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 32,225 Value ($000) $4,493 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 27,013 Value ($000) $3,180 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 27,117 Value ($000) $3,032 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 26,928 Value ($000) $2,726 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 57,400 Value ($000) $5,603 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 52,292 Value ($000) $5,901 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 47,745 Value ($000) $4,975 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 48,774 Value ($000) $5,363 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 49,208 Value ($000) $5,262 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 24,575 Value ($000) $2,347 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 24,317 Value ($000) $2,223 Avg Close $68.54 Range $64.85 - $73.60