Callan Family Office’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 | $22.5M | Buy |
77,673
+44,097
| +131% | +$12.8M | 0.71% | 20 |
|
|
2025
Q1 | $8.24M | Sell |
33,576
-7,884
| -19% | -$1.93M | 0.62% | 27 |
|
|
2024
Q4 | $9.94M | Buy |
41,460
+32,917
| +385% | +$7.89M | 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% | +$556K | 0.23% | 53 |
|
|
2024
Q1 | $625K | Sell |
3,122
-1,081
| -26% | -$217K | 0.15% | 54 |
|
|
2023
Q4 | $715K | Buy |
4,203
+1,448
| +53% | +$246K | 0.18% | 49 |
|
|
2023
Q3 | $400K | Sell |
2,755
-2,725
| -50% | -$395K | 0.11% | 60 |
|
|
2023
Q2 | $797K | Buy |
5,480
+133
| +2% | +$19.3K | 0.21% | 51 |
|
|
2023
Q1 | $697K | Buy |
5,347
+3,153
| +144% | +$411K | 0.17% | 76 |
|
|
2022
Q4 | $294K | Buy |
+2,194
| New | +$294K | 0.09% | 81 |
|