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 Q2	$33.5M	Buy	102,480 +1,557	+2%	+$484K	0.66%	25
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Callan Family Office's JPM Position: Q2 2026 in Review

Callan Family Office increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $484K and bringing the position to 102,480 shares worth $33.5M. The position accounts for 0.66% of the portfolio, ranked #25.

Callan Family Office first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $33.6M in Q4 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Callan Family Office held 102,480 shares of JPMorgan Chase worth $33.5M as of Q2 2026.
Callan Family Office bought 1,557 JPMorgan Chase shares in Q2 2026, an estimated $484K.
JPMorgan Chase made up 0.66% of Callan Family Office's portfolio in Q2 2026, its #25 holding.
Callan Family Office first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
Callan Family Office's JPMorgan Chase position peaked at $33.6M in Q4 2025.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.