A detailed history of Callan Family Office, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Callan Family Office, LLC holds 8,543 shares of JPM stock, worth $2.1 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
8,543
Previous 5,871 45.51%
Holding current value
$2.1 Million
Previous $1.19 Billion 51.7%
% of portfolio
0.3%
Previous 0.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$194.9 - $224.8 $520,772 - $600,665
2,672 Added 45.51%
8,543 $1.8 Billion
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $495,039 - $562,967
2,749 Added 88.05%
5,871 $1.19 Billion
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $180,624 - $216,524
-1,081 Reduced 25.72%
3,122 $625 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $196,479 - $246,594
1,448 Added 52.56%
4,203 $715 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $390,247 - $430,550
-2,725 Reduced 49.73%
2,755 $400 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $16,953 - $19,343
133 Added 2.49%
5,480 $797 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $393,841 - $453,401
3,153 Added 143.71%
5,347 $697 Million
Q4 2022

Feb 23, 2023

BUY
$101.96 - $137.84 $223,700 - $302,420
2,194 New
2,194 $294 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $720B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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