A detailed history of Callan Capital, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Callan Capital, LLC holds 9,280 shares of JPM stock, worth $2.06 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,280
Previous 9,280 -0.0%
Holding current value
$2.06 Million
Previous $1.88 Million -0.0%
% of portfolio
0.15%
Previous 0.16%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $245,268 - $278,923
1,362 Added 17.2%
9,280 $1.88 Million
Q1 2024

Oct 22, 2024

SELL
$167.09 - $200.3 $227,576 - $272,808
-1,362 Reduced 14.68%
7,918 $1.59 Million
Q1 2024

May 03, 2024

BUY
$167.09 - $200.3 $266,007 - $318,877
1,592 Added 25.17%
7,918 $1.59 Million
Q4 2023

Feb 02, 2024

SELL
$135.69 - $170.3 $326,063 - $409,230
-2,403 Reduced 27.53%
6,326 $1.08 Million
Q3 2023

Nov 06, 2023

SELL
$143.21 - $158.0 $156,528 - $172,694
-1,093 Reduced 11.13%
8,729 $1.27 Million
Q2 2023

Aug 04, 2023

SELL
$127.47 - $145.44 $75,207 - $85,809
-590 Reduced 5.67%
9,822 $1.43 Million
Q1 2023

Jun 13, 2023

SELL
$124.91 - $143.8 $245,198 - $282,279
-1,963 Reduced 15.86%
10,412 $1.36 Million
Q1 2023

May 08, 2023

SELL
$124.91 - $143.8 $245,198 - $282,279
-1,963 Reduced 15.86%
10,412 $1.36 Million
Q4 2022

Jun 13, 2023

BUY
$101.96 - $137.84 $200,147 - $270,579
1,963 Added 18.85%
12,375 $1.66 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $607,477 - $821,250
5,958 Added 92.85%
12,375 $1.66 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $42,683 - $248,274
2,059 Added 47.25%
6,417 $671,000
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $20,607 - $24,871
-183 Reduced 4.03%
4,358 $491,000
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $49,138 - $64,512
383 Added 9.21%
4,541 $619,000
Q4 2021

Jan 21, 2022

BUY
$153.94 - $171.78 $198,736 - $221,767
1,291 Added 45.03%
4,158 $658,000
Q3 2021

Oct 15, 2021

SELL
$146.97 - $166.98 $51,439 - $58,443
-350 Reduced 10.88%
2,867 $469,000
Q2 2021

Aug 10, 2021

SELL
$147.37 - $166.44 $74,421 - $84,052
-505 Reduced 13.57%
3,217 $500,000
Q1 2020

May 08, 2020

BUY
$79.03 - $141.09 $294,149 - $525,136
3,722 New
3,722 $335,000

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 $650B
  • 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
Track This Portfolio

Track Callan Capital, LLC Portfolio

Follow Callan Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Callan Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Capital, LLC with notifications on news.