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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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Caldwell Investment Management consolidated in one spreadsheet with up to 7 years of data

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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
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