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Disclosery

Caldwell Trust Co: JPM position timeline

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

Caldwell Trust Co held 66,710 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,710 shares
    Change vs previous 13F +71 shares

    1.77% of the 13F portfolio, value $21,836,184.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 66,639 shares
    Change vs previous 13F +600 shares

    1.75% of the 13F portfolio, value $19,602,528.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 66,039 shares
    Change vs previous 13F -1,603 shares

    1.89% of the 13F portfolio, value $21,279,087.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 67,642 shares
    Change vs previous 13F -542 shares

    1.99% of the 13F portfolio, value $21,336,316.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 68,184 shares
    Change vs previous 13F -1,010 shares

    1.98% of the 13F portfolio, value $19,767,223.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 69,194 shares
    Change vs previous 13F -2,334 shares

    1.82% of the 13F portfolio, value $16,973,288.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 71,528 shares
    Change vs previous 13F -776 shares

    1.79% of the 13F portfolio, value $17,145,977.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 72,304 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $15,246,021.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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