COZAD ASSET MANAGEMENT INC

Position in JPM — Jpmorgan Chase & Co

CIK 709428 CHAMPAIGN, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,560,695

+$340,232 QoQ

Shares Held

10,878

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#2,398

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COZAD ASSET MANAGEMENT INC holds $5,223,834 across 5 Banks - Diversified names. JPM ranks #1 (68.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,878	$3,560,695
2	BAC	Bank Of America Corp /De/	11,134	$634,415
3	BMO	Bank Of Montreal /Can/	2,488	$439,629
4	MUFG	Mitsubishi Ufj Financial Group Inc	16,227	$322,755
5	CM	Canadian Imperial Bank Of Commerce /Can/	2,316	$266,340

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,560,695	10,878	-0.6%	Shares	Sole	2026-08-14
2026-03-31	$3,220,463	10,948	-10.2%	Shares	Sole	2026-05-28
2025-12-31	$3,926,895	12,187	+1.8%	Shares	Sole	2026-02-13
2025-09-30	$3,776,643	11,973	-3.8%	Shares	Sole	2025-11-10
2025-06-30	$3,606,770	12,441	+1.2%	Shares	Sole	2025-08-12
2025-03-31	$3,015,718	12,294	-1.1%	Shares	Sole	2025-05-08
2024-12-31	$2,980,554	12,434	+3.2%	Shares	Sole	2025-02-10
2024-09-30	$2,541,706	12,054	-2.2%	Shares	Sole	2024-10-31
2024-06-30	$2,491,843	12,320	+32.5%	Shares	Sole	2024-08-02
2024-03-31	$1,862,389	9,298	0.0%	Shares	Sole	2024-05-08
2023-12-31	$1,581,589	9,298	+5.0%	Shares	Sole	2024-02-05
2023-09-30	$1,283,717	8,852	0.0%	Shares	Sole	2023-11-02
2023-06-30	$1,287,434	8,852	-8.0%	Shares	Sole	2023-07-26
2023-03-31	$1,253,582	9,620	-3.1%	Shares	Sole	2023-05-01
2022-12-31	$1,331,076	9,926	+5.4%	Shares	Sole	2023-02-08
2022-09-30	$984,076	9,417	-2.2%	Shares	Sole	2022-11-07
2022-06-30	$1,083,758	9,624	-3.0%	Shares	Sole	2022-08-09
2022-03-31	$1,352,839	9,924	+50.9%	Shares	Sole	2022-04-29
2021-12-31	$1,041,467	6,577	+0.6%	Shares	Sole	2022-02-01
2021-09-30	$1,069,714	6,535	0.0%	Shares	Sole	2021-11-05
2021-06-30	$1,016,453	6,535	-14.7%	Shares	Sole	2021-07-29
2021-03-31	$1,165,929	7,659	+12.4%	Shares	Sole	2021-04-29
2020-12-31	$865,982	6,815	-3.5%	Shares	Sole	2021-02-16
2020-09-30	$679,569	7,059	+0.3%	Shares	Sole	2020-10-28
2020-06-30	$661,712	7,035	+2.9%	Shares	Sole	2020-08-07
2020-03-31	$615,805	6,840	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.