JPMorgan Chase & Co. shares owned by Caldwell Investment Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Caldwell Investment Management
from 13F filings
Historical chart of Caldwell Investment Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Caldwell Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 13k | 315.60 |
| 2025-06-30 | $3.7M | 13k | 289.59 |
| 2025-03-31 | $3.1M | 13k | 241.35 |
| 2024-12-31 | $2.0M | 8.3k | 239.01 |
| 2024-09-30 | $1.7M | 8.3k | 210.40 |
| 2024-06-30 | $1.7M | 8.3k | 201.96 |
| 2024-03-31 | $1.7M | 8.3k | 200.05 |
| 2023-12-31 | $2.0M | 12k | 170.48 |
| 2023-09-30 | $1.7M | 12k | 144.10 |
| 2023-06-30 | $1.6M | 12k | 143.43 |
| 2023-03-31 | $1.5M | 12k | 130.24 |
| 2022-12-31 | $1.5M | 12k | 134.30 |
| 2022-09-30 | $1.2M | 12k | 106.28 |
| 2022-06-30 | $1.3M | 12k | 112.65 |
| 2022-03-31 | $1.6M | 12k | 140.31 |
More positions owned by Caldwell Investment Management
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