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Callahan Advisors, LLC: JPM position timeline

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

Callahan Advisors, LLC held 94,588 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 94,588 shares
    Change vs previous 13F -820 shares

    2.33% of the 13F portfolio, value $30,961,540.

    13F-HR 0001140361-26-030698 filed by Callahan Advisors, LLC
    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 95,408 shares
    Change vs previous 13F -1,165 shares

    2.34% of the 13F portfolio, value $28,065,241.

    13F-HR 0001140361-26-020771 filed by Callahan Advisors, LLC
    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 96,573 shares
    Change vs previous 13F -1,240 shares

    2.56% of the 13F portfolio, value $31,117,782.

    13F-HR 0001140361-26-004098 filed by Callahan Advisors, LLC
    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 97,813 shares
    Change vs previous 13F -1,199 shares

    2.62% of the 13F portfolio, value $30,853,165.

    13F-HR 0001140361-25-039992 filed by Callahan Advisors, LLC
    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 99,012 shares
    Change vs previous 13F -1,531 shares

    2.58% of the 13F portfolio, value $28,704,542.

    13F-HR 0001140361-25-027574 filed by Callahan Advisors, LLC
    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 100,543 shares
    Change vs previous 13F -7,572 shares

    2.35% of the 13F portfolio, value $24,663,227.

    13F-HR 0001140361-25-016719 filed by Callahan Advisors, LLC
    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 108,115 shares
    Change vs previous 13F -7,672 shares

    2.44% of the 13F portfolio, value $25,916,134.

    13F-HR 0001140361-25-002693 filed by Callahan Advisors, LLC
    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 115,787 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $24,414,771.

    13F-HR 0001140361-24-044615 filed by Callahan Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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