JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Kozak & Associates, Inc.'s Holding History (CIK: 0001764970)

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

Q4 2025
Shares 7,425 Value ($000) $2,444 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 7,448 Value ($000) $2,237 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 7,259 Value ($000) $2,055 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 7,323 Value ($000) $1,719 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 7,278 Value ($000) $1,770 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 7,655 Value ($000) $1,712 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 7,426 Value ($000) $1,550 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 8,061 Value ($000) $1,632 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 8,242 Value ($000) $1,385 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 9,236 Value ($000) $1,340 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 9,619 Value ($000) $1,410 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 9,601 Value ($000) $1,251 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 9,675 Value ($000) $1 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 8,296 Value ($000) $846 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 8,685 Value ($000) $978 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 6,902 Value ($000) $910 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 6,902 Value ($000) $910 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 6,249 Value ($000) $1,041 Avg Close $140.29 Range $130.40 - $151.51
Q4 2020
Shares 5,061 Value ($000) $698 Avg Close $98.14 Range $82.75 - $111.83