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Callan Family Office’s JPMorgan Chase JPM Stock Holding History

Callan Family Office’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 		$29.7M Sell
100,923
-3,319
-3% -$1.01M 0.67% 23
2025
Q4 		$33.6M Buy
104,242
+28,674
+38% +$8.88M 0.72% 21
2025
Q3 		$23.8M Sell
75,568
-2,105
-3% -$626K 0.76% 19
2025
Q2 		$22.5M Buy
77,673
+44,097
+131% +$11.3M 0.71% 20
2025
Q1 		$8.24M Sell
33,576
-7,884
-19% -$2.01M 0.62% 27
2024
Q4 		$9.94M Buy
41,460
+32,917
+385% +$7.67M 0.63% 27
2024
Q3 		$1.8M Buy
8,543
+2,672
+46% +$563K 0.3% 45
2024
Q2 		$1.19M Buy
5,871
+2,749
+88% +$537K 0.23% 53
2024
Q1 		$625K Sell
3,122
-1,081
-26% -$195K 0.15% 54
2023
Q4 		$715K Buy
4,203
+1,448
+53% +$219K 0.18% 49
2023
Q3 		$400K Sell
2,755
-2,725
-50% -$408K 0.11% 60
2023
Q2 		$797K Buy
5,480
+133
+2% +$18.3K 0.21% 51
2023
Q1 		$697K Buy
5,347
+3,153
+144% +$432K 0.17% 76
2022
Q4 		$294K Buy
+2,194
New +$278K 0.09% 81

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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 Family Office's JPM Position: Q1 2026 in Review

Callan Family Office reduced its JPMorgan Chase (JPM) stake by 3.2% in Q1 2026, selling an estimated $1.01M and leaving 100,923 shares worth $29.7M. The position accounts for 0.67% of the portfolio, ranked #23.

Callan Family Office first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $33.6M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Callan Family Office held 100,923 shares of JPMorgan Chase worth $29.7M as of Q1 2026.
  • Callan Family Office sold 3,319 JPMorgan Chase shares in Q1 2026, an estimated $1.01M.
  • JPMorgan Chase made up 0.67% of Callan Family Office's portfolio in Q1 2026, its #23 holding.
  • Callan Family Office first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Callan Family Office's JPMorgan Chase position peaked at $33.6M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.