Kozak & Associates, Inc.'s ownership history for JPM

Kozak & Associates, Inc. currently holds 7.4K shares with a market value of $2.2M. It started holding JPM on 2024-09-30. At its peak, it held 7.7K shares on 2024-09-30. Its highest holding value was $2.2M on 2025-09-30. At its lowest, it held 7.3K shares on 2025-06-30, with a value of $1.7M on 2024-09-30. In the recent 180 days, Kozak & Associates, Inc. has increased its shares by 125. In the recent year, Kozak & Associates, Inc. has decreased its shares by 207.