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Callan Capital’s JPMorgan Chase JPM Stock Holding History

Callan Capital’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
2025
Q1 		$2.89M Buy
11,781
+470
+4% +$120K 0.21% 63
2024
Q4 		$2.71M Buy
11,311
+906
+9% +$211K 0.2% 63
2024
Q3 		$2.19M Buy
10,405
+1,125
+12% +$237K 0.15% 71
2024
Q2 		$1.88M Buy
9,280
+1,362
+17% +$266K 0.15% 71
2024
Q1 		$1.59M Buy
7,918
+1,592
+25% +$287K 0.14% 77
2023
Q4 		$1.08M Sell
6,326
-2,403
-28% -$364K 0.1% 86
2023
Q3 		$1.27M Sell
8,729
-1,093
-11% -$164K 0.14% 71
2023
Q2 		$1.43M Sell
9,822
-590
-6% -$81.1K 0.16% 66
2023
Q1 		$1.36M Sell
10,412
-1,963
-16% -$269K 0.16% 65
2022
Q4 		$1.66M Buy
12,375
+5,958
+93% +$755K 0.21% 61
2022
Q3 		$671K Buy
6,417
+2,059
+47% +$236K 0.11% 72
2022
Q2 		$491K Sell
4,358
-183
-4% -$22.7K 0.08% 74
2022
Q1 		$619K Buy
4,541
+383
+9% +$56.5K 0.09% 76
2021
Q4 		$658K Buy
4,158
+1,291
+45% +$212K 0.1% 69
2021
Q3 		$469K Sell
2,867
-350
-11% -$54.9K 0.08% 67
2021
Q2 		$500K Sell
3,217
-505
-14% -$79.3K 0.09% 66
2021
Q1 		$567K Hold
3,722
– – 0.1% 63
2020
Q4 		$473K Hold
3,722
– – 0.1% 63
2020
Q3 		$358K Hold
3,722
– – 0.08% 64
2020
Q2 		$350K Hold
3,722
– – 0.09% 72
2020
Q1 		$335K Buy
+3,722
New +$452K 0.1% 65

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Callan Capital's JPM Position: Q1 2025 in Review

Callan Capital increased its JPMorgan Chase (JPM) stake by 4.2% in Q1 2025, buying an estimated $120K and bringing the position to 11,781 shares worth $2.89M. The position accounts for 0.21% of the portfolio, ranked #63.

Callan Capital first reported a position in JPM in Q1 2020 and has held it in 21 quarters since. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Callan Capital held 11,781 shares of JPMorgan Chase worth $2.89M as of Q1 2025.
  • Callan Capital bought 470 JPMorgan Chase shares in Q1 2025, an estimated $120K.
  • JPMorgan Chase made up 0.21% of Callan Capital's portfolio in Q1 2025, its #63 holding.
  • Callan Capital first reported a position in JPMorgan Chase in Q1 2020 and has held it in 21 quarters since.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.