Caldwell Investment Management’s JPMorgan Chase JPM Stock Holding History

Caldwell Investment Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Sell	4,100 -8,600	-68%	-$2.61M	0.46%	37
2025 Q4	$4.1M	Hold	12,700	–	–	2.52%	7
2025 Q3	$4.01M	Hold	12,700	–	–	2.63%	9
2025 Q2	$3.68M	Hold	12,700	–	–	3.19%	7
2025 Q1	$3.07M	Buy	12,700 +4,400	+53%	+$1.12M	2.27%	9
2024 Q4	$1.98M	Hold	8,300	–	–	1.34%	14
2024 Q3	$1.75M	Hold	8,300	–	–	1.22%	15
2024 Q2	$1.68M	Hold	8,300	–	–	1.26%	16
2024 Q1	$1.66M	Sell	8,300 -3,160	-28%	-$570K	1.24%	21
2023 Q4	$1.95M	Hold	11,460	–	–	1.5%	15
2023 Q3	$1.65M	Hold	11,460	–	–	1.61%	14
2023 Q2	$1.64M	Hold	11,460	–	–	1.24%	18
2023 Q1	$1.49M	Hold	11,460	–	–	1.48%	15
2022 Q4	$1.54M	Hold	11,460	–	–	1.62%	15
2022 Q3	$1.22M	Hold	11,460	–	–	1.48%	16
2022 Q2	$1.29M	Hold	11,460	–	–	1.3%	17
2022 Q1	$1.61M	Buy	+11,460	New	+$1.69M	1.27%	18

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caldwell Investment Management's JPM Position: Q1 2026 in Review

Caldwell Investment Management reduced its JPMorgan Chase (JPM) stake by 68% in Q1 2026, selling an estimated $2.61M and leaving 4,100 shares worth $1.16M. The position accounts for 0.46% of the portfolio, ranked #37.

Caldwell Investment Management first reported a position in JPM in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.1M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Caldwell Investment Management held 4,100 shares of JPMorgan Chase worth $1.16M as of Q1 2026.
Caldwell Investment Management sold 8,600 JPMorgan Chase shares in Q1 2026, an estimated $2.61M.
JPMorgan Chase made up 0.46% of Caldwell Investment Management's portfolio in Q1 2026, its #37 holding.
Caldwell Investment Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 17 quarters since.
Caldwell Investment Management's JPMorgan Chase position peaked at $4.1M in Q4 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.