News + Filings Holdings
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Copeland Capital Management, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 2,323 | -1,389 | 337,857 | -50,143 | $145.44 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 3,712 | -10,045 | 388,000 | -1,161,000 | $104.53 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 13,757 | -56,182 | 1,549,000 | -7,985,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 69,939 | -186 | 9,534,000 | -1,570,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 70,125 | 1,137 | 11,104,000 | -189,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 68,988 | 26,184 | 11,293,000 | 4,635,000 | $163.70 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 42,856 | 2,657 | 6,666,000 | 547,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 40,351 | -101 | 6,143,000 | 1,003,000 | $152.24 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 40,601 | 2,393 | 5,159,000 | 1,481,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 38,208 | -61 | 3,678,000 | 79,000 | $96.26 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 38,269 | -1,600 | 3,599,000 | 9,000 | $94.04 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 39,869 | 7,644 | 3,590,000 | -903,000 | $90.04 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 32,225 | 5,212 | 4,493,000 | 1,313,000 | $139.43 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 27,013 | -104 | 3,180,000 | 148,000 | $117.72 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 27,117 | 189 | 3,032,000 | 306,000 | $111.81 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 26,928 | -30,472 | 2,726,000 | -2,877,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 57,400 | 5,108 | 5,603,000 | -298,000 | $97.61 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 52,292 | 4,547 | 5,901,000 | 926,000 | $112.85 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 47,745 | -1,029 | 4,975,000 | -388,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 48,774 | -434 | 5,363,000 | 101,000 | $109.96 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 49,208 | 24,633 | 5,262,000 | 2,915,000 | $106.93 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 24,575 | 258 | 2,347,000 | 124,000 | $95.50 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 24,317 | 24,317 | 2,223,000 | 2,223,000 | $91.42 |
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