Caldwell Trust CO Jpmorgan Chase & CO Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Caldwell Trust CO holds 67,642 shares of JPM stock, worth $21.3 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

67,642

Previous 68,184 0.79%

Holding current value

$21.3 Million

Previous $19.8 Billion 7.94%

% of portfolio

1.99%

Previous 1.98%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$282.78 - $316.06 $153,266 - $171,304	-542 Reduced 0.79%	67,642 $21.3 Billion
Q2 2025 Sep 22, 2025	BUY	$210.28 - $289.91 $14.3 Million - $19.8 Million	68,184 New	68,184 $19.8 Billion
Q1 2025 Sep 23, 2025	BUY	$225.19 - $279.95 $227,441 - $282,749	1,010 Added 1.48%	69,194 $17 Billion
Q4 2024 Sep 24, 2025	SELL	$205.18 - $250.29 $159,219 - $194,225	-776 Reduced 1.07%	71,528 $17.1 Billion
Q3 2024 Sep 24, 2025	SELL	$194.9 - $224.8 $211,271 - $243,683	-1,084 Reduced 1.48%	72,304 $15.2 Billion
Q2 2024 Sep 24, 2025	BUY	$180.08 - $204.79 $118,492 - $134,751	658 Added 0.9%	73,388 $14.8 Billion
Q1 2024 Sep 24, 2025	BUY	$167.09 - $200.3 $759,591 - $910,563	4,546 Added 6.67%	72,730 $14.6 Billion
Q4 2023 Oct 01, 2025	SELL	$135.69 - $170.3 $155,365 - $194,993	-1,145 Reduced 1.59%	70,656 $12 Billion
Q3 2023 Oct 01, 2025	BUY	$143.21 - $158.0 $61,866 - $68,256	432 Added 0.61%	71,801 $10.4 Billion
Q2 2023 Oct 01, 2025	BUY	$127.47 - $145.44 $7,648 - $8,726	60 Added 0.08%	71,369 $10.4 Billion
Q1 2023 Oct 01, 2025	BUY	$124.91 - $143.8 $390,343 - $449,375	3,125 Added 4.58%	71,309 $9.29 Billion
Q4 2022 Oct 01, 2025	SELL	$101.96 - $137.84 $157,324 - $212,687	-1,543 Reduced 2.06%	73,505 $9.86 Billion
Q3 2022 Oct 01, 2025	BUY	$20.73 - $120.58 $142,290 - $827,661	6,864 Added 10.07%	75,048 $7.84 Billion
Q2 2022 Oct 01, 2025	BUY	$112.61 - $135.91 $382,648 - $461,822	3,398 Added 4.66%	76,289 $8.59 Billion
Q1 2022 Oct 01, 2025	BUY	$128.3 - $168.44 $603,908 - $792,847	4,707 Added 6.9%	72,891 $9.94 Billion
Q4 2021 Oct 02, 2025	SELL	$153.94 - $171.78 $265,700 - $296,492	-1,726 Reduced 2.41%	69,755 $11 Billion
Q3 2021 Oct 02, 2025	BUY	$146.97 - $166.98 $195,470 - $222,083	1,330 Added 1.9%	71,481 $11.7 Billion
Q2 2021 Oct 02, 2025	BUY	$147.37 - $166.44 $143,096 - $161,613	971 Added 1.4%	70,151 $10.9 Billion
Q1 2021 Oct 02, 2025	BUY	$125.65 - $157.65 $125,147 - $157,019	996 Added 1.46%	69,180 $10.5 Billion
Q4 2020 Oct 02, 2025	SELL	$96.54 - $127.07 $234,881 - $309,161	-2,433 Reduced 3.57%	65,751 $8.35 Billion
Q3 2020 Oct 02, 2025	SELL	$91.28 - $103.82 $460,325 - $523,564	-5,043 Reduced 7.1%	66,003 $6.35 Billion
Q2 2020 Oct 02, 2025	SELL	$84.03 - $113.45 $16,301 - $22,009	-194 Reduced 0.27%	71,046 $6.68 Billion
Q1 2020 Oct 02, 2025	BUY	$79.03 - $141.09 $241,515 - $431,171	3,056 Added 4.48%	71,240 $6.41 Billion
Q4 2019 Oct 06, 2025	BUY	$111.82 - $139.4 $113,609 - $141,630	1,016 Added 1.49%	69,200 $9.65 Billion

Others Institutions Holding JPM

# of Institutions

5,386

Shares Held

2.01B

Call Options Held

28.7M

Put Options Held

30.2M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $922B
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 ...

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Caldwell Trust CO Jpmorgan Chase & CO Transaction History