Caldwell Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.6M | Buy |
66,639
+600
| +0.9% | +$182K | 1.75% | 10 |
|
|
2025
Q4 | $21.3M | Sell |
66,039
-1,603
| -2% | -$496K | 1.89% | 9 |
|
|
2025
Q3 | $21.3M | Sell |
67,642
-542
| -0.8% | -$161K | 1.99% | 7 |
|
|
2025
Q2 | $19.8M | Sell |
68,184
-1,010
| -1% | -$258K | 1.98% | 7 |
|
|
2025
Q1 | $17M | Sell |
69,194
-2,334
| -3% | -$595K | 1.82% | 9 |
|
|
2024
Q4 | $17.1M | Sell |
71,528
-776
| -1% | -$181K | 1.79% | 8 |
|
|
2024
Q3 | $15.2M | Sell |
72,304
-1,084
| -1% | -$228K | 1.6% | 10 |
|
|
2024
Q2 | $14.8M | Buy |
73,388
+658
| +0.9% | +$129K | 1.64% | 9 |
|
|
2024
Q1 | $14.6M | Buy |
72,730
+2,074
| +3% | +$374K | 1.7% | 9 |
|
|
2023
Q4 | $12M | Sell |
70,656
-1,145
| -2% | -$174K | 1.52% | 12 |
|
|
2023
Q3 | $10.4M | Buy |
71,801
+432
| +0.6% | +$64.8K | 1.42% | 14 |
|
|
2023
Q2 | $10.4M | Buy |
71,369
+60
| +0.1% | +$8.25K | 1.35% | 15 |
|
|
2023
Q1 | $9.29M | Sell |
71,309
-2,196
| -3% | -$301K | 1.29% | 16 |
|
|
2022
Q4 | $9.86M | Sell |
73,505
-1,543
| -2% | -$196K | 1.39% | 15 |
|
|
2022
Q3 | $7.84M | Sell |
75,048
-1,241
| -2% | -$142K | 1.16% | 17 |
|
|
2022
Q2 | $8.59M | Buy |
76,289
+3,398
| +5% | +$421K | 1.18% | 17 |
|
|
2022
Q1 | $9.94M | Buy |
72,891
+3,136
| +4% | +$463K | 1.18% | 18 |
|
|
2021
Q4 | $11M | Sell |
69,755
-1,726
| -2% | -$283K | 1.27% | 16 |
|
|
2021
Q3 | $11.7M | Buy |
71,481
+1,330
| +2% | +$209K | 1.48% | 13 |
|
|
2021
Q2 | $10.9M | Buy |
70,151
+971
| +1% | +$153K | 1.43% | 13 |
|
|
2021
Q1 | $10.5M | Buy |
69,180
+3,429
| +5% | +$493K | 1.47% | 11 |
|
|
2020
Q4 | $8.35M | Sell |
65,751
-252
| -0.4% | -$28.2K | 1.26% | 17 |
|
|
2020
Q3 | $6.35M | Sell |
66,003
-5,043
| -7% | -$495K | 1.04% | 20 |
|
|
2020
Q2 | $6.68M | Sell |
71,046
-194
| -0.3% | -$18.4K | 1.12% | 18 |
|
|
2020
Q1 | $6.41M | Buy |
71,240
+2,040
| +3% | +$248K | 1.21% | 18 |
|
|
2019
Q4 | $9.65M | Buy |
+69,200
| New | +$8.88M | 1.47% | 12 |
|
Other funds holding JPM
VCM
VPM
