Caldwell Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Hold |
12,700
| – | – | 3.19% | 7 |
|
|
2025
Q1 | $3.07M | Buy |
12,700
+4,400
| +53% | +$1.06M | 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% | -$632K | 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 | +$1.61M | 1.27% | 18 |
|