JPMorgan Chase & Co. shares owned by Caldwell Trust
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 68k | 315.43 |
| 2021-12-31 | $11M | 70k | 158.35 |
| 2021-09-30 | $12M | 72k | 163.69 |
| 2021-06-30 | $11M | 70k | 155.54 |
| 2021-03-31 | $11M | 69k | 152.23 |
| 2020-12-31 | $8.4M | 66k | 127.07 |
| 2020-09-30 | $6.4M | 66k | 96.27 |
| 2020-06-30 | $6.7M | 71k | 94.06 |
| 2020-03-31 | $6.4M | 71k | 90.03 |
| 2019-12-31 | $9.6M | 69k | 139.40 |