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Disclosery

Caldwell Investment Management Ltd.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caldwell Investment Management Ltd. on JPM, newest first. How the timeline and the estimate are built.

Caldwell Investment Management Ltd. held 4,100 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,100 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $1,341,052.

    13F-HR 0001904373-26-000003 filed by Caldwell Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,100 shares
    Change vs previous 13F -8,600 shares

    0.46% of the 13F portfolio, value $1,164,872.

    13F-HR 0001904373-26-000002 filed by Caldwell Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,700 shares
    Change vs previous 13F 0 shares

    2.52% of the 13F portfolio, value $4,104,695.

    13F-HR 0001904373-26-000001 filed by Caldwell Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,700 shares
    Change vs previous 13F 0 shares

    2.63% of the 13F portfolio, value $4,008,180.

    13F-HR 0001904373-25-000009 filed by Caldwell Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,700 shares
    Change vs previous 13F 0 shares

    3.19% of the 13F portfolio, value $3,677,811.

    13F-HR 0001904373-25-000007 filed by Caldwell Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,700 shares
    Change vs previous 13F +4,400 shares

    2.27% of the 13F portfolio, value $3,065,084.

    13F-HR 0001904373-25-000004 filed by Caldwell Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,300 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $1,983,785.

    13F-HR 0001904373-25-000002 filed by Caldwell Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,300 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,746,291.

    13F-HR 0001904373-24-000010 filed by Caldwell Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).